MSLC vs VUG

AMSLC

BVUG

Measures won3–1MSLC wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.01%MSLC · $201 on $10k

Smallest drop−9.3%MSLC · worst fall in 1Y

Held in common50.7%MSLC and VUG

MSLC

VUG

Morgan Stanley Pathway Funds - Large Cap Equity ETF · $4.1BVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

2.01%12-mo yield$201 · $43 on $10k0.43%

−9.3%Worst dropSmaller wins−15.1%

13.3%VolatilityLower wins19.0%

3–1MSLC wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSLC · VUG

6.5%NVDA13.5%

6.1%AAPL12.5%

6.1%MSFT9.7%

4.2%AMZN4.3%

Held in common50.7%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$4.1B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$4.1B

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 VUG

MSLC

Morgan Stanley Pathway Funds - Large Cap Equity

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureMSLCVUG

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield2.01%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−9.3%−15.1%

Volatility · 1Y13.3%19.0%

3–1measures won
MSLC first

50.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MSLC, VUG

Today

50.7%most shared, MSLC and VUG

MSLCVUG

MSLC—50.7%

VUG50.7%—

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

VUG$43 − $3 = $40

KeptFee

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