Screener
SSPY vs MSSM
Stratified LargeCap Index ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
Both SSPY and MSSM are equity ETFs. SSPY charges 0.45% a year and MSSM 0.62%. The main difference: SSPY covers North America; MSSM covers global markets.
- SSPY covers North America; MSSM covers global markets.
- SSPY costs 0.17% less per year.
- MSSM is much larger than SSPY. 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
| SSPY | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.62% |
| Fund size (AUM) | $125M | $756M |
| Since | 2019 | 1991 |
| Dividend yield | 1.26% | 0.53% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.4% | +32.8% |
| CAGR 3Y | +15.7% | N/A |
| CAGR 5Y | +9.0% | N/A |
| Sharpe 3Y | 0.89 | N/A |
| Volatility 1Y | 10.67% | 17.51% |
| Max drawdown | -36.67% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.