MSSM vs IWR5YMSSMMSSMAvsBIWRIWRMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in[…]3 years · per year[…] · $16,665+18.6%[…]5 years · per year[…] · $14,136+7.2%Cost and income0.89%Expense ratio$89 · $18 on $10k · lower wins0.18%2.72%12-mo yield$272 · $115 on $10k1.15%
Overlap: MSSM, IWR, IWFToday29.2%most shared, MSSM and IWRMSSMIWRIWFMSSM—29.2%3.6%IWR29.2%—10.3%IWF3.6%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
MSSM vs IWR5YAMSSMMorgan Stanley Pathway Funds - Small-Mid Cap Equity[…]vsIWRBiShares Russell Mid-Cap$14,136MeasureMSSMIWRFee0.89%0.18%Cost on $10k a year$89$18Yield2.72%1.15%5 years, per year[…]+7.2%3 years, per year[…]+18.6%Worst drop · 1Y−9.5%−8.2%Volatility · 1Y17.7%14.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7B3AMSSMMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETFReadDesk0.89%2.72%−0.6%+15.8%+18.8%newnew−9.5%$688MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7B3AMSSMMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETFReadDesk0.89%2.72%−0.6%+15.8%+18.8%newnew−9.5%$688MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: MSSM, IWR, IWFToday29.2%most shared, MSSM and IWRMSSMIWRIWFMSSM—29.2%3.6%IWR29.2%—10.3%IWF3.6%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$183most kept, MSSMMSSM$272 − $89 = $183IWR$115 − $18 = $97IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee