MSLC vs SPY

AMSLC

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.00%MSLC · $200 on $10k

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

Held in common81.9%MSLC and SPY

MSLC

SPY

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.1BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

2.00%12-mo yield$200 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · SPY

6.2%AAPL7.9%

6.1%NVDA6.9%

6.1%MSFT6.3%

4.3%AMZN4.0%

Held in common81.9%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	2.00%	+0.4%	+7.2%	+8.2%	new	new	−9.3%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMSLC	Morgan Stanley Pathway Funds - Large Cap Equity ETFRead Desk		0.63%	2.00%	+0.4%	+7.2%	+8.2%	new	new	−9.3%	$4.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSLC vs SPY

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

SPY

SPDR S&P 500

$17,118

MeasureMSLCSPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield2.00%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.3%13.6%

2–2measures won
level

81.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MSLC, SPY

Today

81.9%most shared, MSLC and SPY

MSLCSPY

MSLC—81.9%

SPY81.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$137most kept, MSLC

MSLC$200 − $63 = $137

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee