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MSSM vs CGGR

Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Capital Group Growth ETF

MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Annual cost

0.62%

Fund size

$756M

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.4B

Key differences

Both MSSM and CGGR are equity ETFs. MSSM charges 0.62% a year and CGGR 0.39%. The main difference: MSSM follows a index tracking strategy; CGGR uses active selection.

  • MSSM follows a index tracking strategy; CGGR uses active selection.
  • CGGR costs 0.23% less per year.
  • CGGR is much larger than MSSM. Larger funds are usually more liquid and less likely to close.
  • MSSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MSSMCGGR
Annual cost (TER)0.62%0.39%
Fund size (AUM)$756M$24.4B
Since19912022
Dividend yield0.53%0.09%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingactive selection
CAGR 1Y+32.8%+16.7%
CAGR 3YN/A+24.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.07
Volatility 1Y17.51%16.76%
Max drawdown-24.09%-28.90%

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

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