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MSLC vs MCDS

Morgan Stanley Pathway Large Cap Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

Annual cost

0.35%

Fund size

$8M

Key differences

Both MSLC and MCDS are equity ETFs. MSLC charges 0.39% a year and MCDS 0.35%. The main difference: MSLC follows a index tracking strategy; MCDS uses active selection.

  • MSLC follows a index tracking strategy; MCDS uses active selection.
  • MSLC covers global markets; MCDS covers North America.
  • MSLC is much larger than MCDS. 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

MSLCMCDS
Annual cost (TER)0.39%0.35%
Fund size (AUM)$4.0B$8M
Since19912024
Dividend yield0.80%1.08%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+20.5%+20.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.04%13.34%
Max drawdown-17.86%-20.53%

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

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