Screener
MSLC vs FNDX
Morgan Stanley Pathway Large Cap Equity ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both MSLC and FNDX are equity ETFs. MSLC charges 0.39% a year and FNDX 0.25%. The main difference: MSLC covers global markets; FNDX covers North America.
- MSLC covers global markets; FNDX covers North America.
- FNDX costs 0.14% less per year.
- FNDX 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 | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $4.0B | $25.5B |
| Since | 1991 | 2013 |
| Dividend yield | 0.80% | 1.45% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.5% | +31.5% |
| CAGR 3Y | N/A | +21.6% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | N/A | 1.29 |
| Volatility 1Y | 12.04% | 10.36% |
| Max drawdown | -17.86% | -37.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.