MSSM vs SCHQ
Comparison between MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF (MSSM, ETF) and SCHWAB LONG-TERM U.S. TREASURY ETF (SCHQ, ETF).
MSSM vs SCHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MSSM
$762M
SCHQ
$759M
Expense Ratio
MSSM
0.62%
Winner
SCHQ
0.03%
Max Drawdown
Winner
MSSM
24.18%
SCHQ
50.28%
Sharpe Ratio
Winner
MSSM
1.34
SCHQ
-0.05
5Y Beta
MSSM
1.04
Winner
SCHQ
0.05
P/E Ratio
MSSM
100.11
SCHQ
N/A
Forward P/E
MSSM
15.38
SCHQ
N/A
5Y Dividends CAGR
MSSM
N/A
SCHQ
12.84%
5Y EPS CAGR
MSSM
14.28%
SCHQ
N/A
Debt to Equity
MSSM
54.67%
SCHQ
N/A
P/S Ratio
MSSM
1.30
SCHQ
N/A
P/B Ratio
MSSM
2.46
SCHQ
N/A
MSSM vs SCHQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSSM
-1.35%
SCHQ
-2.13%
3M
Winner
MSSM
+5.57%
SCHQ
-2.01%
6M
Winner
MSSM
+9.79%
SCHQ
-1.76%
1Y
Winner
MSSM
+29.99%
SCHQ
+2.20%
5Y(CAGR)
MSSM
N/A
SCHQ
-6.59%
Max(CAGR)
Winner
MSSM
+14.43%
SCHQ
-3.96%
MSSM vs SCHQ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MSSM | SCHQ |
|---|---|---|
| 2026 | +16.98% | -1.61% |
| 2025 | +11.21% | +5.23% |
| 2024 | -5.83% | -5.88% |
| 2023 | N/A | +1.53% |
| 2022 | N/A | -27.71% |
| 2021 | N/A | -4.78% |
| 2020 | N/A | +16.50% |
| 2019 | N/A | -4.02% |
MSSM vs SCHQ Drawdown Comparison
The maximum drawdown for MSSM was -24.18%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The maximum drawdown for SCHQ was -46.13%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current MSSM drawdown is -3.14%. The current SCHQ drawdown is -37.67%.
| Rank | MSSM | SCHQ |
|---|---|---|
| #1 | -24.18% Dec 9, 2024 - Aug 22, 2025 | -46.13% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -9.50% Feb 10, 2026 - Apr 14, 2026 | -14.77% Mar 9, 2020 - Aug 4, 2020 |
| #3 | -7.11% Oct 27, 2025 - Dec 4, 2025 | -4.81% Oct 10, 2019 - Jan 24, 2020 |
| #4 | -4.35% May 6, 2026 - May 26, 2026 | -2.39% Jan 31, 2020 - Feb 20, 2020 |
| #5 | -4.14% Jun 30, 2026 - Jul 20, 2026 | -1.01% Mar 3, 2020 - Mar 5, 2020 |
| #6 | -3.84% Oct 6, 2025 - Oct 24, 2025 | -0.80% Jan 27, 2020 - Jan 29, 2020 |
| #7 | -3.71% Dec 11, 2025 - Jan 6, 2026 | -0.69% Feb 28, 2020 - Mar 3, 2020 |
| #8 | -3.26% Jan 22, 2026 - Feb 9, 2026 | -0.53% Feb 25, 2020 - Feb 27, 2020 |
| #9 | -3.16% Jun 4, 2026 - Jun 12, 2026 | N/A |
| #10 | -2.47% Sep 18, 2025 - Oct 3, 2025 | N/A |
| #11 | -2.28% Apr 20, 2026 - Apr 30, 2026 | N/A |
| #12 | -1.74% Jun 15, 2026 - Jun 22, 2026 | N/A |
| #13 | -1.63% Jan 15, 2026 - Jan 21, 2026 | N/A |
| #14 | -1.52% Aug 28, 2025 - Sep 5, 2025 | N/A |
| #15 | -1.37% Jun 22, 2026 - Jun 25, 2026 | N/A |
Correlation
Correlation between MSSM and SCHQ is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (2019 - 2026)
MSSM vs SCHQ dividend yield comparison.
| Year | MSSM | SCHQ |
|---|---|---|
| 2026 | 0.00% | 2.49% |
| 2025 | 3.15% | 4.54% |
| 2024 | 0.00% | 4.58% |
| 2023 | 0.00% | 3.79% |
| 2022 | 0.00% | 2.88% |
| 2021 | 0.00% | 1.69% |
| 2020 | 0.00% | 1.51% |
| 2019 | 0.00% | 0.44% |
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