Screener
SCHA vs MSSM
Schwab U.S. Small-Cap ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
Both SCHA and MSSM are equity ETFs. SCHA charges 0.04% a year and MSSM 0.62%. The main difference: SCHA covers North America; MSSM covers global markets.
- SCHA covers North America; MSSM covers global markets.
- SCHA costs 0.58% less per year.
- SCHA 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
| SCHA | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.62% |
| Fund size (AUM) | $22.8B | $756M |
| Since | 2009 | 1991 |
| Dividend yield | 1.00% | 0.53% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.1% | +32.8% |
| CAGR 3Y | +19.6% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.80 | N/A |
| Volatility 1Y | 18.30% | 17.51% |
| Max drawdown | -42.41% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.