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MSLC vs SCHX

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

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

Key differences

Both MSLC and SCHX are equity ETFs. MSLC charges 0.39% a year and SCHX 0.03%. The main difference: MSLC covers global markets; SCHX covers North America.

  • MSLC covers global markets; SCHX covers North America.
  • SCHX costs 0.36% less per year.
  • SCHX 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

MSLCSCHX
Annual cost (TER)0.39%0.03%
Fund size (AUM)$4.0B$72.6B
Since19912009
Dividend yield0.80%1.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.5%+24.5%
CAGR 3YN/A+22.5%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.19
Volatility 1Y12.04%12.29%
Max drawdown-17.86%-34.33%

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

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