Screener
MSSM vs SHUS
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Stratified LargeCap Hedged ETF
Key differences
MSSM is an equity ETF, while SHUS is an alternative ETF. MSSM charges 0.62% a year and SHUS 0.79%.
- MSSM is an equity fund, while SHUS is an alternative fund. They carry different risk/return profiles.
- MSSM follows a index tracking strategy; SHUS uses option income.
- MSSM covers global markets; SHUS covers North America.
- MSSM costs 0.17% less per year.
- MSSM is much larger than SHUS. 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 | SHUS | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.79% |
| Fund size (AUM) | $756M | $24M |
| Since | 1991 | 2021 |
| Dividend yield | 0.53% | 1.27% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +32.8% | +16.8% |
| CAGR 3Y | N/A | +11.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.65 |
| Volatility 1Y | 17.51% | 10.06% |
| Max drawdown | -24.09% | -14.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.