MSLC vs DIA

AMSLC

BDIA

Measures won3–1MSLC wins · of 6 · 5Y

$10,000 · 5Y$16,375DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.93%MSLC · $193 on $10k

Smallest drop−9.3%MSLC · worst fall in 1Y

Held in common29.3%MSLC and DIA

MSLC

DIA

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.0BState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

[…]3 years · per year[…] · $16,984+19.3%

[…]5 years · per year[…] · $16,375+10.4%

0.63%Expense ratio$63 · $16 on $10k · lower wins0.16%

1.93%12-mo yield$193 · $135 on $10k1.35%

−9.3%Worst dropSmaller wins−9.8%

12.6%VolatilityLower wins12.9%

3–1MSLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · DIA

5.8%MSFT6.0%

5.8%AAPL3.8%

4.0%AMZN2.9%

2.7%GOOGL3.2%

Held in common29.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.93%	+1.7%	+11.5%	+11.7%	new	new	−9.3%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.35%	+3.1%	+12.2%	+14.2%	+19.3%	+10.4%	−9.8%	$44.9B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.93%	+1.7%	+11.5%	+11.7%	new	new	−9.3%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSLC vs DIA

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$16,375

MeasureMSLCDIA

Fee0.63%0.16%

Cost on $10k a year$63$16

Yield1.93%1.35%

5 years, per year[…]+10.4%

3 years, per year[…]+19.3%

Worst drop · 1Y−9.3%−9.8%

Volatility · 1Y12.6%12.9%

3–1measures won
MSLC first

29.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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

Overlap: MSLC, DIA

Today

29.3%most shared, MSLC and DIA

MSLCDIA

MSLC—29.3%

DIA29.3%—

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

Income After Fees on $10,000

$130most kept, MSLC

MSLC$193 − $63 = $130

DIA$135 − $16 = $119

KeptFee

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