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AMSSM

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · IWR $13,996

Lowest cost0.03%VTV · $3 on $10k

Most income2.75%MSSM · $275 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common29.2%MSSM and IWR

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $702MiShares Russell Mid-Cap ETF · $58.7B

[…]3 years · per year[…] · $16,816+18.9%

[…]5 years · per year[…] · $13,996+7.0%

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

2.75%12-mo yield$275 · $115 on $10k1.15%

Cards for this view

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$13,996

MeasureMSSMIWR

Fee0.89%0.18%

Cost on $10k a year$89$18

Yield2.75%1.15%

5 years, per year[…]+7.0%

3 years, per year[…]+18.9%

Worst drop · 1Y−9.5%−8.2%

Volatility · 1Y17.7%14.1%

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.8%	+15.9%	+18.9%	+7.0%	−8.2%	$58.7B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.75%	−0.4%	+14.8%	+16.4%	new	new	−9.5%	$702M

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	0.0%	+15.8%	+15.9%	+18.9%	+7.0%	−8.2%	$58.7B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.75%	−0.4%	+14.8%	+16.4%	new	new	−9.5%	$702M