Screener
MSSM vs SCHM
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Schwab U.S. Mid-Cap ETF
Key differences
Both MSSM and SCHM are equity ETFs. MSSM charges 0.62% a year and SCHM 0.04%. The main difference: MSSM covers global markets; SCHM covers North America.
- MSSM covers global markets; SCHM covers North America.
- SCHM costs 0.58% less per year.
- SCHM 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 | SCHM | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.04% |
| Fund size (AUM) | $756M | $14.6B |
| Since | 1991 | 2011 |
| Dividend yield | 0.53% | 1.23% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.8% | +29.5% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +7.6% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 17.51% | 15.82% |
| Max drawdown | -24.09% | -42.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.