Screener
MSLC vs MDLV
Morgan Stanley Pathway Large Cap Equity ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both MSLC and MDLV are equity ETFs. MSLC charges 0.39% a year and MDLV 0.58%. The main difference: MSLC follows a index tracking strategy; MDLV uses active selection.
- MSLC follows a index tracking strategy; MDLV uses active selection.
- MSLC covers global markets; MDLV covers North America.
- MSLC costs 0.19% less per year.
- MSLC is much larger than MDLV. 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 | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.58% |
| Fund size (AUM) | $4.0B | $40M |
| Since | 1991 | 2023 |
| Dividend yield | 0.80% | 2.82% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | +21.1% |
| CAGR 3Y | N/A | +13.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.93 |
| Volatility 1Y | 12.04% | 8.77% |
| Max drawdown | -17.86% | -10.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.