MSLC vs IVV

AMSLC

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,545IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.96%MSLC · $196 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common81.9%MSLC and IVV

MSLC

IVV

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $3.9BiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

1.96%12-mo yield$196 · $111 on $10k1.11%

−9.3%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · IVV

6.3%NVDA7.1%

6.2%AAPL7.9%

6.0%MSFT6.2%

4.3%AMZN4.0%

Held in common81.9%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.96%	+2.2%	+9.6%	+11.9%	new	new	−9.3%	$3.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	1.96%	+2.2%	+9.6%	+11.9%	new	new	−9.3%	$3.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSLC vs IVV

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

IVV

iShares Core S&P 500

$17,545

MeasureMSLCIVV

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield1.96%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.4%13.8%

2–2measures won
level

81.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MSLC, IVV

Today

81.9%most shared, MSLC and IVV

MSLCIVV

MSLC—81.9%

IVV81.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, MSLC

MSLC$196 − $63 = $133

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee