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MSLC vs SCHA

Morgan Stanley Pathway Large Cap Equity ETF vs Schwab U.S. Small-Cap ETF

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

SCHA

Schwab U.S. Small-Cap ETF

Annual cost

0.04%

Fund size

$22.8B

Key differences

Both MSLC and SCHA are equity ETFs. MSLC charges 0.39% a year and SCHA 0.04%. The main difference: MSLC covers global markets; SCHA covers North America.

  • MSLC covers global markets; SCHA covers North America.
  • SCHA costs 0.35% less per year.
  • SCHA 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

MSLCSCHA
Annual cost (TER)0.39%0.04%
Fund size (AUM)$4.0B$22.8B
Since19912009
Dividend yield0.80%1.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.5%+37.1%
CAGR 3YN/A+19.6%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.80
Volatility 1Y12.04%18.30%
Max drawdown-17.86%-42.41%

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

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