Screener
MSLC vs DFUS
Morgan Stanley Pathway Large Cap Equity ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both MSLC and DFUS are equity ETFs. MSLC charges 0.39% a year and DFUS 0.09%. The main difference: MSLC follows a index tracking strategy; DFUS uses active selection.
- MSLC follows a index tracking strategy; DFUS uses active selection.
- MSLC covers global markets; DFUS covers North America.
- DFUS costs 0.30% less per year.
- DFUS is much larger than MSLC. 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
| MSLC | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.09% |
| Fund size (AUM) | $4.0B | $20.9B |
| Since | 1991 | 2001 |
| Dividend yield | 0.80% | 0.83% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | +26.6% |
| CAGR 3Y | N/A | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 12.04% | 12.54% |
| Max drawdown | -17.86% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.