Compare · 2 funds side by side · dividends reinvested

MSSM and IWR

MSSMMorgan Stanley×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

MSSM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.3

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.74%+15.2%+16.8%[…][…]−9.5%17.1%$701M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: MSSM 1991 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $701M[…]

MSSM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

MSSMMeasureIWR

+15.2%Year to dateJan 1 → Nov 3+15.6%

+16.8%1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

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

2.74%Trailing 12-mo yield$274 · $115 a year on $10k1.15%

−9.5%Worst dropSmaller is better−8.2%

17.1%VolatilityLower is calmer13.4%

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

2–4IWR wins

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

More Ways to See the Pairs

MSSM vs IWR: Top 5 Holdings

Today

MSSM

3.5%in top 5

IWR

in top 53.8%

MSSMStockIWR

not top 5MPC1.0%

not top 5PSX0.8%

0.8%ASNDnot top 5

not top 5SNOW0.8%

0.7%VSATnot top 5

0.7%DTnot top 5

0.7%KBRnot top 5

not top 5NET0.7%

not top 5MRNA0.6%

0.6%HAEnot top 5

Held in common29.1%

End-of-day Nov 3, 2026 · share of each fund

MSSM vs IWR Returns, Every Period

Morgan StanleyMSSM

+16.8%

past year

IWRiShares

+16.7%

past year

MSSMIWRFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MSSM vs IWR

YTD

Morgan StanleyMSSM

+15.2%

IWRiShares

+15.6%

+15.2%Year to date+15.6%

−9.5%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y13.4%

2.7%Yield1.2%

$701MAssets$58.2B

3–1IWR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSSM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

MSSM0.89%$89

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MSSM, IWR

2.74%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.74%$274

IWR1.15%$115

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, MSSM

MSSM$274 − $89 = $185

IWR$115 − $18 = $97

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MSSM, IWR

Today

29.1%most shared, MSSM and IWR

MSSMIWR

MSSM—29.1%

IWR29.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.8%MSSM, at 17.1% volatility

IWRWorst drop−8.2%13.4% vol

MSSMWorst drop−9.5%17.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMIWR

+15.2%Year to date+15.6%

2.7%Yield1.2%

+16.8%Past year+16.7%

0.89%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026