Screener
MSSM vs DISV
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Dimensional International Small Cap Value ETF
Key differences
Both MSSM and DISV are equity ETFs. MSSM charges 0.62% a year and DISV 0.42%. The main difference: MSSM follows a index tracking strategy; DISV uses active selection.
- MSSM follows a index tracking strategy; DISV uses active selection.
- MSSM covers global markets; DISV covers global markets excluding the US.
- DISV costs 0.20% less per year.
- DISV 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 | DISV | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.42% |
| Fund size (AUM) | $756M | $4.9B |
| Since | 1991 | 2022 |
| Dividend yield | 0.53% | 2.35% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +33.8% | +31.8% |
| CAGR 3Y | N/A | +24.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.26 |
| Volatility 1Y | 17.51% | 14.72% |
| Max drawdown | -24.09% | -26.77% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.