Screener
SCHM vs MSLC
Schwab U.S. Mid-Cap ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
Both SCHM and MSLC are equity ETFs. SCHM charges 0.04% a year and MSLC 0.39%. The main difference: SCHM covers North America; MSLC covers global markets.
- SCHM covers North America; MSLC covers global markets.
- SCHM costs 0.35% less per year.
- SCHM is much larger than MSLC. Larger funds are usually more liquid and less likely to close.
- MSLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHM | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.39% |
| Fund size (AUM) | $14.6B | $4.0B |
| Since | 2011 | 1991 |
| Dividend yield | 1.23% | 0.80% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.5% | +20.5% |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +7.6% | N/A |
| Sharpe 3Y | 0.85 | N/A |
| Volatility 1Y | 15.82% | 12.04% |
| Max drawdown | -42.43% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.