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