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MSLC vs JMEE
Morgan Stanley Pathway Large Cap Equity ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both MSLC and JMEE are equity ETFs. MSLC charges 0.39% a year and JMEE 0.24%. The main difference: MSLC follows a index tracking strategy; JMEE uses index enhanced.
- MSLC follows a index tracking strategy; JMEE uses index enhanced.
- MSLC covers global markets; JMEE covers North America.
- JMEE costs 0.15% less per year.
- MSLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSLC | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.24% |
| Fund size (AUM) | $4.0B | $2.7B |
| Since | 1991 | 1998 |
| Dividend yield | 0.80% | 0.97% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +20.5% | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 12.04% | 16.01% |
| Max drawdown | -17.86% | -25.40% |
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