Compare · 2 funds side by side · dividends reinvested

MSLC and IVV

MSLCMorgan Stanley×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

MSLC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.3

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MSLC

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 81.9% in common

MSLCMeasureIVV

+9.6%Year to dateJan 1 → Nov 9+11.3%

+11.9%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.63%Expense ratio$63 · $3 a year on $10k · lower is better0.03%

1.96%Trailing 12-mo yield$196 · $111 a year on $10k1.11%

−9.3%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.8%

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

2–4IVV 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 IVV: Top 5 Holdings

Today

MSLC

25.6%in top 5

IVV

in top 527.8%

MSLCStockIVV

6.2%AAPL7.9%

6.3%NVDA7.1%

6.0%MSFT6.2%

4.3%AMZN4.0%

2.9%GOOGL2.6%

Held in common81.9%

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

MSLC vs IVV Returns, Every Period

Morgan StanleyMSLC

+11.9%

past year

IVViShares

+13.6%

past year

MSLCIVVFaded: behind in that period

0–2IVV wins

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

Stocks vs Core: MSLC vs IVV

YTD

Morgan StanleyMSLC

+9.6%

IVViShares

+11.3%

+9.6%Year to date+11.3%

−9.3%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.8%

2.0%Yield1.1%

$3.9BAssets$875B

2–2level

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

Cost, Income and Risk

Fees: MSLC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

MSLC0.63%$63

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

Yields: MSLC, IVV

1.96%highest, MSLC

FundTrailing yieldYield$10k

MSLC1.96%$196

IVV1.11%$111

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

Income After Fees on $10,000

$133most kept, MSLC

MSLC$196 − $63 = $133

IVV$111 − $3 = $108

KeptFee

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

Overlap: MSLC, IVV

Today

81.9%most shared, MSLC and IVV

MSLCIVV

MSLC—81.9%

IVV81.9%—

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

Return vs Bumpiness: 2 ETFs

+13.6%IVV, at 13.8% volatility

MSLCWorst drop−9.3%13.4% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

MSLCIVV

+9.6%Year to date+11.3%

2.0%Yield1.1%

+11.9%Past year+13.6%

0.63%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

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