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MSLC vs DFVX

Morgan Stanley Pathway Large Cap Equity ETF vs Dimensional US Large Cap Vector ETF

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both MSLC and DFVX are equity ETFs. MSLC charges 0.39% a year and DFVX 0.19%. The main difference: MSLC follows a index tracking strategy; DFVX uses active selection.

  • MSLC follows a index tracking strategy; DFVX uses active selection.
  • MSLC covers global markets; DFVX covers North America.
  • DFVX costs 0.20% less per year.
  • MSLC is much larger than DFVX. 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

MSLCDFVX
Annual cost (TER)0.39%0.19%
Fund size (AUM)$4.0B$517M
Since19912023
Dividend yield0.80%1.16%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+20.5%+23.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.04%10.99%
Max drawdown-17.86%-16.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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