MSLC vs SCHB

AMSLC

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.93%MSLC · $193 on $10k

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

Held in common81.3%MSLC and SCHB

MSLC

SCHB

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.0BSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

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

1.93%12-mo yield$193 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · SCHB

6.8%NVDA6.8%

5.8%AAPL6.6%

5.8%MSFT5.3%

4.0%AMZN3.4%

Held in common81.3%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$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 SCHB

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureMSLCSCHB

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield1.93%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y12.6%13.1%

2–2measures won
level

81.3%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: MSLC, SCHB

Today

81.3%most shared, MSLC and SCHB

MSLCSCHB

MSLC—81.3%

SCHB81.3%—

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

SCHB$104 − $3 = $101

KeptFee

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