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PSC vs MSSM

Principal U.S. Small-Cap ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Annual cost

0.62%

Fund size

$756M

Key differences

Both PSC and MSSM are equity ETFs. PSC charges 0.38% a year and MSSM 0.62%. The main difference: PSC covers North America; MSSM covers global markets.

  • PSC covers North America; MSSM covers global markets.
  • PSC costs 0.24% less per year.
  • MSSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSCMSSM
Annual cost (TER)0.38%0.62%
Fund size (AUM)$2.1B$756M
Since20161991
Dividend yield0.58%0.53%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.2%+32.8%
CAGR 3Y+19.4%N/A
CAGR 5Y+7.9%N/A
Sharpe 3Y0.80N/A
Volatility 1Y18.88%17.51%
Max drawdown-46.75%-24.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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