Screener
SHUS vs MSLC
Stratified LargeCap Hedged ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
SHUS is an alternative ETF, while MSLC is an equity ETF. SHUS charges 0.79% a year and MSLC 0.39%.
- SHUS is an alternative fund, while MSLC is an equity fund. They carry different risk/return profiles.
- SHUS follows a option income strategy; MSLC uses index tracking.
- SHUS covers North America; MSLC covers global markets.
- MSLC costs 0.40% less per year.
- MSLC is much larger than SHUS. 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
| SHUS | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.39% |
| Fund size (AUM) | $24M | $4.0B |
| Since | 2021 | 1991 |
| Dividend yield | 1.27% | 0.80% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +16.8% | +20.5% |
| CAGR 3Y | +11.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.65 | N/A |
| Volatility 1Y | 10.06% | 12.04% |
| Max drawdown | -14.09% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.