Compare · 2 funds side by side · dividends reinvested

MSLC and IJH

MSLCMorgan Stanley×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,049IJH · best of the two

02 / 04

MSLC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.3

Morgan Stanley Pathway Funds - Large Cap Equity ETFUS Stock Styles · Large cap0.63%1.96%+9.6%+11.9%[…][…]−9.3%13.4%$3.9B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: MSLC 1991 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $3.9B[…]

MSLC

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,049

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

MSLCMeasureIJH

+9.6%Year to dateJan 1 → Nov 9+13.6%

+11.9%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $15,960+16.9%

[…]5 years · per year$10,000 became […] · $14,049+7.0%

0.63%Expense ratio$63 · $5 a year on $10k · lower is better0.05%

1.96%Trailing 12-mo yield$196 · $121 a year on $10k1.21%

−9.3%Worst dropSmaller is better−8.8%

13.4%VolatilityLower is calmer15.8%

MSLCIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IJH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSLC vs IJH: Top 5 Holdings

Today

MSLC

25.6%in top 5

IJH

in top 53.5%

MSLCStockIJH

6.3%NVDAnot top 5

6.2%AAPLnot top 5

6.0%MSFTnot top 5

4.3%AMZNnot top 5

2.9%GOOGLnot top 5

not top 5FTI0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common2.6%

End-of-day Nov 9, 2026 · share of each fund

MSLC vs IJH Returns, Every Period

Morgan StanleyMSLC

+11.9%

past year

IJHiShares

+17.5%

past year

MSLCIJHFaded: behind in that period

0–2IJH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MSLC vs IJH

YTD

Morgan StanleyMSLC

+9.6%

IJHiShares

+13.6%

+9.6%Year to date+13.6%

−9.3%Worst drop · 1Y−8.8%

13.4%Volatility · 1Y15.8%

2.0%Yield1.2%

$3.9BAssets$125B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSLC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

MSLC0.63%$63

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSLC, IJH

1.96%highest, MSLC

FundTrailing yieldYield$10k

MSLC1.96%$196

IJH1.21%$121

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$133most kept, MSLC

MSLC$196 − $63 = $133

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSLC, IJH

Today

2.6%most shared, MSLC and IJH

MSLCIJH

MSLC—2.6%

IJH2.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.5%IJH, at 15.8% volatility

MSLCWorst drop−9.3%13.4% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSLCIJH

+9.6%Year to date+13.6%

2.0%Yield1.2%

+11.9%Past year+17.5%

0.63%Fee0.05%

3–1IJH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026