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MSSM vs CGUS
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Capital Group Core Equity ETF
Key differences
Both MSSM and CGUS are equity ETFs. MSSM charges 0.62% a year and CGUS 0.33%. The main difference: MSSM follows a index tracking strategy; CGUS uses active selection.
- MSSM follows a index tracking strategy; CGUS uses active selection.
- MSSM covers global markets; CGUS covers North America.
- CGUS costs 0.29% less per year.
- CGUS 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
| MSSM | CGUS | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.33% |
| Fund size (AUM) | $756M | $10.8B |
| Since | 1991 | 2022 |
| Dividend yield | 0.53% | 0.87% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +22.4% |
| CAGR 3Y | N/A | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | 17.51% | 12.64% |
| Max drawdown | -24.09% | -22.15% |
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