Screener
MSLC vs LVDS
Morgan Stanley Pathway Large Cap Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both MSLC and LVDS are equity ETFs. MSLC charges 0.39% a year and LVDS 0.30%. The main difference: MSLC follows a index tracking strategy; LVDS uses active selection.
- MSLC follows a index tracking strategy; LVDS uses active selection.
- MSLC covers global markets; LVDS covers North America.
- LVDS costs 0.09% less per year.
- MSLC is much larger than LVDS. 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 | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $4.0B | $103M |
| Since | 1991 | 2003 |
| Dividend yield | 0.80% | 1.37% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 12.04% | — |
| Max drawdown | -17.86% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.