Screener
MSSM vs DFSV
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Dimensional US Small Cap Value ETF
Key differences
Both MSSM and DFSV are equity ETFs. MSSM charges 0.62% a year and DFSV 0.30%. The main difference: MSSM follows a index tracking strategy; DFSV uses active selection.
- MSSM follows a index tracking strategy; DFSV uses active selection.
- MSSM covers global markets; DFSV covers North America.
- DFSV costs 0.32% less per year.
- DFSV 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 | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.30% |
| Fund size (AUM) | $756M | $7.6B |
| Since | 1991 | 2022 |
| Dividend yield | 0.53% | 1.42% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +34.5% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | 17.51% | 17.62% |
| Max drawdown | -24.09% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.