Screener
MCDS vs MSLC
JPMorgan Fundamental Data Science Mid Core ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
Both MCDS and MSLC are equity ETFs. MCDS charges 0.35% a year and MSLC 0.39%. The main difference: MCDS follows a active selection strategy; MSLC uses index tracking.
- MCDS follows a active selection strategy; MSLC uses index tracking.
- MCDS covers North America; MSLC covers global markets.
- MSLC is much larger than MCDS. 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
| MCDS | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.39% |
| Fund size (AUM) | $8M | $4.0B |
| Since | 2024 | 1991 |
| Dividend yield | 1.08% | 0.80% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.1% | +20.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.34% | 12.04% |
| Max drawdown | -20.53% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.