MSLC vs VO

AMSLC

BVO

Measures won1–3VO wins · of 6 · 5Y

$10,000 · 5Y$13,867VO

Lowest cost0.03%VO · $3 on $10k

Most income1.96%MSLC · $196 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.1%MSLC and VO

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $3.9BVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,763+18.8%

[…]5 years · per year[…] · $13,867+6.8%

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

1.96%12-mo yield$196 · $135 on $10k1.35%

−9.3%Worst dropSmaller wins−8.2%

13.4%VolatilityLower wins13.1%

1–3VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · VO

0.5%TDG0.6%

0.4%TRV0.4%

0.3%DAL0.5%

0.3%MSI0.7%

Held in common16.1%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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 VO

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

Vanguard Morningstar Mid-Cap

$13,867

MeasureMSLCVO

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield1.96%1.35%

5 years, per year[…]+6.8%

3 years, per year[…]+18.8%

Worst drop · 1Y−9.3%−8.2%

Volatility · 1Y13.4%13.1%

3–1measures won
VO first

16.1%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: MSLC, VO

Today

16.1%most shared, MSLC and VO

MSLCVO

MSLC—16.1%

VO16.1%—

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

VO$135 − $3 = $132

KeptFee

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