MSLC vs IWB

AMSLC

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,543IWB

Lowest cost0.15%IWB · $15 on $10k

Most income2.01%MSLC · $201 on $10k

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

Held in common83.1%MSLC and IWB

MSLC

IWB

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.0BiShares Russell 1000 ETF · $48.5B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $16,543+10.6%

0.63%Expense ratio$63 · $15 on $10k · lower wins0.15%

2.01%12-mo yield$201 · $95 on $10k0.95%

−9.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · IWB

6.5%NVDA6.6%

6.1%AAPL7.1%

6.1%MSFT5.8%

4.2%AMZN3.6%

Held in common83.1%

End-of-day Nov 5, 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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	2.01%	−4.2%	+6.8%	+8.2%	new	new	−9.3%	$4.0B

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

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	2.01%	−4.2%	+6.8%	+8.2%	new	new	−9.3%	$4.0B

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

Cards for this view

MSLC vs IWB

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

IWB

iShares Russell 1000

$16,543

MeasureMSLCIWB

Fee0.63%0.15%

Cost on $10k a year$63$15

Yield2.01%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.3%13.6%

2–2measures won
level

83.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MSLC, IWB

Today

83.1%most shared, MSLC and IWB

MSLCIWB

MSLC—83.1%

IWB83.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$138most kept, MSLC

MSLC$201 − $63 = $138

IWB$95 − $15 = $80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee