Screener
MSSM vs DFIS
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Dimensional International Small Cap ETF
Key differences
Both MSSM and DFIS are equity ETFs. MSSM charges 0.62% a year and DFIS 0.39%. The main difference: MSSM follows a index tracking strategy; DFIS uses active selection.
- MSSM follows a index tracking strategy; DFIS uses active selection.
- MSSM covers global markets; DFIS covers global markets excluding the US.
- DFIS costs 0.23% less per year.
- DFIS 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 | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.39% |
| Fund size (AUM) | $756M | $6.0B |
| Since | 1991 | 2022 |
| Dividend yield | 0.53% | 1.98% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +25.0% |
| CAGR 3Y | N/A | +19.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.02 |
| Volatility 1Y | 17.51% | 14.77% |
| Max drawdown | -24.09% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.