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MSLC vs SCHV

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

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

SCHV

Schwab U.S. Large-Cap Value ETF

Annual cost

0.04%

Fund size

$15.5B

Key differences

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

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

MSLCSCHV
Annual cost (TER)0.39%0.04%
Fund size (AUM)$4.0B$15.5B
Since19912009
Dividend yield0.80%1.79%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.5%+27.3%
CAGR 3YN/A+19.3%
CAGR 5YN/A+10.3%
Sharpe 3YN/A1.17
Volatility 1Y12.04%10.81%
Max drawdown-17.86%-37.08%

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

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