Compare · 2 funds side by side · dividends reinvested

MSSM and IWF

MSSMMorgan 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

MSSM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.79%+12.8%+15.2%[…][…]−9.5%17.5%$712M1.2

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: MSSM 1991 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $712M[…]

MSSM

IWF

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

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

MSSMMeasureIWF

+12.8%Year to dateJan 1 → Nov 6−5.3%

+15.2%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%

0.89%Expense ratio$89 · $18 a year on $10k · lower is better0.18%

2.79%Trailing 12-mo yield$279 · $39 a year on $10k0.39%

−9.5%Worst dropSmaller is better−14.6%

17.5%VolatilityLower is calmer19.4%

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

5–1MSSM wins

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

More Ways to See the Pairs

MSSM vs IWF: Top 5 Holdings

Today

MSSM

3.3%in top 5

IWF

in top 539.8%

MSSMStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.8%ASNDnot top 5

0.7%KBRnot top 5

0.6%HAEnot top 5

0.6%MRNAnot top 5

0.6%LTHnot top 5

Held in common3.6%

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

MSSM vs IWF Returns, Every Period

Morgan StanleyMSSM

+15.2%

past year

IWFiShares

−6.5%

past year

MSSMIWFFaded: behind in that period

2–0MSSM wins

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

MSSM vs IWF

YTD

Morgan StanleyMSSM

+12.8%

IWFiShares

−5.3%

+12.8%Year to date−5.3%

−9.5%Worst drop · 1Y−14.6%

17.5%Volatility · 1Y19.4%

2.8%Yield0.4%

$712MAssets$113B

4–0MSSM wins

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

Cost, Income and Risk

Fees: MSSM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MSSM0.89%$89

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

Yields: MSSM, IWF

2.79%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.79%$279

IWF0.39%$39

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

Income After Fees on $10,000

$190most kept, MSSM

MSSM$279 − $89 = $190

IWF$39 − $18 = $21

KeptFee

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

Overlap: MSSM, IWF

Today

3.6%most shared, MSSM and IWF

MSSMIWF

MSSM—3.6%

IWF3.6%—

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

Return vs Bumpiness: 2 ETFs

+15.2%MSSM, at 17.5% volatility

MSSMWorst drop−9.5%17.5% 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

MSSMIWF

+12.8%Year to date−5.3%

2.8%Yield0.4%

+15.2%Past year−6.5%

0.89%Fee0.18%

3–1MSSM 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