Compare · 2 funds side by side · dividends reinvested

MSLC and IWF

MSLCMorgan Stanley×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

MSLC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley Pathway Funds - Large Cap Equity ETFUS Stock Styles · Large cap0.63%2.00%+7.2%+8.2%[…][…]−9.3%13.3%$4.1B1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSLC 1991 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.1B[…]

MSLC

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 51.2% in common

MSLCMeasureIWF

+7.2%Year to dateJan 1 → Nov 6−5.3%

+8.2%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.63%Expense ratio$63 · $18 a year on $10k · lower is better0.18%

2.00%Trailing 12-mo yield$200 · $39 a year on $10k0.39%

−9.3%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.4%

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

5–1MSLC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSLC vs IWF: Top 5 Holdings

Today

MSLC

25.6%in top 5

IWF

in top 539.8%

MSLCStockIWF

6.1%NVDA14.1%

6.2%AAPL9.0%

6.1%MSFT6.6%

2.8%GOOGL5.5%

not top 5AVGO4.5%

4.3%AMZNnot top 5

Held in common51.2%

End-of-day Nov 6, 2026 · share of each fund

MSLC vs IWF Returns, Every Period

Morgan StanleyMSLC

+8.2%

past year

IWFiShares

−6.5%

past year

MSLCIWFFaded: behind in that period

2–0MSLC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MSLC vs IWF

YTD

Morgan StanleyMSLC

+7.2%

IWFiShares

−5.3%

+7.2%Year to date−5.3%

−9.3%Worst drop · 1Y−14.6%

13.3%Volatility · 1Y19.4%

2.0%Yield0.4%

$4.1BAssets$113B

4–0MSLC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSLC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MSLC0.63%$63

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MSLC, IWF

2.00%highest, MSLC

FundTrailing yieldYield$10k

MSLC2.00%$200

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, MSLC

MSLC$200 − $63 = $137

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MSLC, IWF

Today

51.2%most shared, MSLC and IWF

MSLCIWF

MSLC—51.2%

IWF51.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%MSLC, at 13.3% volatility

MSLCWorst drop−9.3%13.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSLCIWF

+7.2%Year to date−5.3%

2.0%Yield0.4%

+8.2%Past year−6.5%

0.63%Fee0.18%

3–1MSLC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026