Screener
JUSA vs MSLC
JPMorgan U.S. Research Enhanced Large Cap ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
Both JUSA and MSLC are equity ETFs. JUSA charges 0.12% a year and MSLC 0.39%. The main difference: JUSA follows a active selection strategy; MSLC uses index tracking.
- JUSA follows a active selection strategy; MSLC uses index tracking.
- JUSA covers North America; MSLC covers global markets.
- JUSA costs 0.27% less per year.
- MSLC is much larger than JUSA. Larger funds are usually more liquid and less likely to close.
- MSLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JUSA | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.39% |
| Fund size (AUM) | $319M | $4.0B |
| Since | 2025 | 1991 |
| Dividend yield | 0.82% | 0.80% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.0% | +20.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.08% | 12.04% |
| Max drawdown | -14.02% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.