Compare · 3 funds side by side · dividends reinvested

MSLC, SCHD and VIG

MSLCMorgan Stanley×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

MSLC, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

Morgan Stanley Pathway Funds - Large Cap Equity ETFUS Stock Styles · Large cap0.63%1.93%+11.5%+11.7%[…][…]−9.3%12.6%$4.0B2.8

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MSLC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

MSLCMeasureSCHD

+11.5%Year to dateJan 1 → Nov 4+35.3%

+11.7%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

1.93%Trailing 12-mo yield$193 · $291 a year on $10k2.91%

−9.3%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

MSLC

25.2%in top 5

SCHD

in top 521.6%

MSLCStockSCHD

6.8%NVDAnot top 5

5.8%AAPLnot top 5

5.8%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%AMZNnot top 5

2.7%GOOGLnot top 5

Held in common8.0%

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

MSLC vs SCHD Returns, Every Period

Morgan StanleyMSLC

+11.7%

past year

SCHDSchwab

+41.6%

past year

MSLCSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: MSLC vs SCHD

YTD

Morgan StanleyMSLC

+11.5%

SCHDSchwab

+35.3%

+11.5%Year to date+35.3%

−9.3%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

1.9%Yield2.9%

$4.0BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MSLC, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

MSLC0.63%$63

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

Yields: MSLC, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

MSLC1.93%$193

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

MSLC$193 − $63 = $130

KeptFee

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

Overlap: MSLC, SCHD, VIG

Today

41.6%most shared, MSLC and VIG

MSLCSCHDVIG

MSLC—8.0%41.6%

SCHD8.0%—14.5%

VIG41.6%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

MSLCWorst drop−9.3%12.6% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026