Compare · 2 funds side by side · dividends reinvested

MSLC and IWB

MSLCMorgan Stanley×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

MSLC and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.3

Morgan Stanley Pathway Funds - Large Cap Equity ETFUS Stock Styles · Large cap0.63%1.93%+11.5%+11.7%[…][…]−9.3%12.6%$4.0B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: MSLC 1991 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.0B[…]

MSLC

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 83.0% in common

MSLCMeasureIWB

+11.5%Year to dateJan 1 → Nov 4+13.0%

+11.7%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.63%Expense ratio$63 · $15 a year on $10k · lower is better0.15%

1.93%Trailing 12-mo yield$193 · $91 a year on $10k0.91%

−9.3%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.9%

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

2–4IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSLC vs IWB: Top 5 Holdings

Today

MSLC

25.2%in top 5

IWB

in top 525.2%

MSLCStockIWB

6.8%NVDA6.9%

5.8%AAPL6.9%

5.8%MSFT5.5%

4.0%AMZN3.5%

2.7%GOOGL2.3%

Held in common83.0%

End-of-day Nov 4, 2026 · share of each fund

MSLC vs IWB Returns, Every Period

Morgan StanleyMSLC

+11.7%

past year

IWBiShares

+13.2%

past year

MSLCIWBFaded: behind in that period

0–2IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MSLC vs IWB

YTD

Morgan StanleyMSLC

+11.5%

IWBiShares

+13.0%

+11.5%Year to date+13.0%

−9.3%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.9%

1.9%Yield0.9%

$4.0BAssets$47.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSLC, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

MSLC0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MSLC, IWB

1.93%highest, MSLC

FundTrailing yieldYield$10k

MSLC1.93%$193

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$130most kept, MSLC

MSLC$193 − $63 = $130

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MSLC, IWB

Today

83.0%most shared, MSLC and IWB

MSLCIWB

MSLC—83.0%

IWB83.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

MSLCWorst drop−9.3%12.6% vol

IWBWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSLCIWB

+11.5%Year to date+13.0%

1.9%Yield0.9%

+11.7%Past year+13.2%

0.63%Fee0.15%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026