MSSM vs IWR

AMSSM

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR

Lowest cost0.18%IWR · $18 on $10k

Most income2.70%MSSM · $270 on $10k

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

Held in common29.2%MSSM and IWR

MSSM

IWR

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $703MiShares Russell Mid-Cap ETF · $58.8B

[…]3 years · per year[…] · $17,790+21.2%

[…]5 years · per year[…] · $14,596+7.9%

0.89%Expense ratio$89 · $18 on $10k · lower wins0.18%

2.70%12-mo yield$270 · $114 on $10k1.14%

−9.5%Worst dropSmaller wins−8.2%

17.1%VolatilityLower wins13.4%

1–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · IWR

0.6%MRNA0.6%

0.3%HBAN0.2%

0.2%TDY0.2%

0.2%DVN0.4%

Held in common29.2%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

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

MSSM vs IWR

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$14,596

MeasureMSSMIWR

Fee0.89%0.18%

Cost on $10k a year$89$18

Yield2.70%1.14%

5 years, per year[…]+7.9%

3 years, per year[…]+21.2%

Worst drop · 1Y−9.5%−8.2%

Volatility · 1Y17.1%13.4%

3–1measures won
IWR first

29.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MSSM, IWR

Today

29.2%most shared, MSSM and IWR

MSSMIWR

MSSM—29.2%

IWR29.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, MSSM

MSSM$270 − $89 = $181

IWR$114 − $18 = $96

KeptFee

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