Compare · 3 funds side by side · dividends reinvested

MSSM, IWR and IWF

MSSMMorgan Stanley×IWRiShares×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,699IWF · best of the three

Story of the three · IncomeMost incomeMSSM · 2.72% · $272 a year on $10k

Story of the three · RiskSmallest drop

MSSM, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.8%+17.4%+18.6%+7.2%−8.2%14.0%$58.7B1.5

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.72%+15.8%+18.8%[…][…]−9.5%17.7%$688M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MSSM 1991 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688M[…]

MSSM

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,137

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

MSSM

More Ways to See the Pairs

MSSM vs IWR: Top 5 Holdings

Today

MSSM

3.4%in top 5

IWR

in top 53.7%

MSSMStockIWR

not top 5MPC0.8%

0.8%ASNDnot top 5

not top 5PSX0.7%

0.7%MRNA0.7%

not top 5SNOW

Cost, Income and Risk

Fees: MSSM, IWR, IWF

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWF0.18%$18

MSSM0.89%$89

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

Yields: MSSM, IWR, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IWR

+15.8%Year to dateJan 1 → Nov 10+15.8%

+18.8%1 yearTotal return+17.4%

[…]3 years · per year$10,000 became […] · $16,665+18.6%

[…]5 years · per year$10,000 became […] · $14,136+7.2%

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

2.72%Trailing 12-mo yield$272 · $115 a year on $10k1.15%

−9.5%Worst dropSmaller is better−8.2%

17.7%VolatilityLower is calmer14.0%

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

2–3IWR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%

0.7%VSATnot top 5

not top 5NET0.7%

0.7%KBRnot top 5

0.6%HAEnot top 5

Held in common29.2%

End-of-day Nov 10, 2026 · share of each fund

MSSM vs IWR Returns, Every Period

1Y

Morgan StanleyMSSM

+18.8%

past year

IWRiShares

+17.4%

past year

MSSMIWRFaded: behind in that period

1–0MSSM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MSSM vs IWR

YTD

Morgan StanleyMSSM

+15.8%

IWRiShares

+15.8%

+15.8%Year to date+15.8%

−9.5%Worst drop · 1Y−8.2%

17.7%Volatility · 1Y14.0%

2.7%Yield1.2%

$688MAssets$58.7B

2–1IWR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.72%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.72%$272

IWR1.15%$115

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$183most kept, MSSM

MSSM$272 − $89 = $183

IWR$115 − $18 = $97

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MSSM, IWR, IWF

Today

29.2%most shared, MSSM and IWR

MSSMIWRIWF

MSSM—29.2%3.6%

IWR29.2%—10.3%

IWF3.6%10.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.8%MSSM, at 17.7% volatility

IWRWorst drop−8.2%14.0% vol

MSSMWorst drop−9.5%17.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMIWR

+15.8%Year to date+15.8%

2.7%Yield1.2%

+18.8%Past year+17.4%

0.89%Fee0.18%

2–1MSSM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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MSSM, IWR and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three