Screener
MDLV vs MSLC
Morgan Dempsey Large Cap Value ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
Both MDLV and MSLC are equity ETFs. MDLV charges 0.58% a year and MSLC 0.39%. The main difference: MDLV follows a active selection strategy; MSLC uses index tracking.
- MDLV follows a active selection strategy; MSLC uses index tracking.
- MDLV covers North America; MSLC covers global markets.
- MSLC costs 0.19% less per year.
- MSLC is much larger than MDLV. 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
| MDLV | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.39% |
| Fund size (AUM) | $40M | $4.0B |
| Since | 2023 | 1991 |
| Dividend yield | 2.82% | 0.80% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.1% | +20.5% |
| CAGR 3Y | +13.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.93 | N/A |
| Volatility 1Y | 8.77% | 12.04% |
| Max drawdown | -10.71% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.