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SSPY vs MSLC

Stratified LargeCap Index ETF vs Morgan Stanley Pathway Large Cap Equity ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

Key differences

Both SSPY and MSLC are equity ETFs. SSPY charges 0.45% a year and MSLC 0.39%. The main difference: SSPY covers North America; MSLC covers global markets.

  • SSPY covers North America; MSLC covers global markets.
  • MSLC costs 0.06% less per year.
  • MSLC is much larger than SSPY. 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

SSPYMSLC
Annual cost (TER)0.45%0.39%
Fund size (AUM)$125M$4.0B
Since20191991
Dividend yield1.26%0.80%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+20.4%+20.5%
CAGR 3Y+15.7%N/A
CAGR 5Y+9.0%N/A
Sharpe 3Y0.89N/A
Volatility 1Y10.67%12.04%
Max drawdown-36.67%-17.86%

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

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