IBDU vs MSLC

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF).

IBDU vs MSLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	MSLC(ETF)
Net Assets	$4B	$4B
Expense Ratio	0.10%	0.39%
Max Drawdown	22.93%	17.86%
Sharpe Ratio	-0.09	0.81
5Y Beta	0.05	0.93
P/E Ratio	N/A	27.46
Forward P/E	N/A	20.40
5Y Dividends CAGR	11.31%	N/A
5Y EPS CAGR	N/A	24.84%
P/S Ratio	N/A	3.13
P/B Ratio	N/A	5.22

Net Assets

IBDU

$4B

MSLC

$4B

Expense Ratio

Winner

IBDU

0.10%

MSLC

0.39%

Max Drawdown

IBDU

22.93%

Winner

MSLC

17.86%

Sharpe Ratio

IBDU

-0.09

Winner

MSLC

0.81

5Y Beta

Winner

IBDU

0.05

MSLC

0.93

P/E Ratio

IBDU

N/A

MSLC

27.46

Forward P/E

IBDU

N/A

MSLC

20.40

5Y Dividends CAGR

IBDU

11.31%

MSLC

N/A

5Y EPS CAGR

IBDU

N/A

MSLC

24.84%

P/S Ratio

IBDU

N/A

MSLC

3.13

P/B Ratio

IBDU

N/A

MSLC

5.22

IBDU vs MSLC - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	MSLC
1 month	-0.38%	+1.32%
3 months	-0.05%	+3.10%
6 months	+0.27%	+5.14%
1 year	+3.60%	+13.60%
5 years(CAGR)	+0.80%	N/A
Max(CAGR)	+2.33%	+11.91%

IBDU

-0.38%

Winner

MSLC

+1.32%

IBDU

-0.05%

Winner

MSLC

+3.10%

IBDU

+0.27%

Winner

MSLC

+5.14%

IBDU

+3.60%

Winner

MSLC

+13.60%

5Y(CAGR)

IBDU

+0.80%

MSLC

N/A

Max(CAGR)

IBDU

+2.33%

Winner

MSLC

+11.91%

IBDU vs MSLC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	MSLC
2026	+0.57%	+7.16%
2025	+7.50%	+15.85%
2024	+4.07%	-3.29%
2023	+8.17%	N/A
2022	-12.44%	N/A
2021	-1.87%	N/A
2020	+10.16%	N/A
2019	+2.23%	N/A

IBDU vs MSLC Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current IBDU drawdown is -0.49%. The current MSLC drawdown is -1.90%.

Rank	IBDU	MSLC
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-17.86% Feb 19, 2025 - Jun 26, 2025
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-9.31% Jan 12, 2026 - Apr 15, 2026
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-5.29% Oct 28, 2025 - Dec 11, 2025
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-4.51% Dec 11, 2024 - Jan 22, 2025
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-4.08% Jun 1, 2026 - Jun 10, 2026
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-2.85% Oct 8, 2025 - Oct 24, 2025
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-2.51% Jul 25, 2025 - Aug 12, 2025
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-2.43% Dec 11, 2025 - Dec 23, 2025
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-1.83% May 14, 2026 - May 26, 2026
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-1.57% Sep 22, 2025 - Oct 3, 2025
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-1.49% Jan 23, 2025 - Feb 18, 2025
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-1.43% Aug 14, 2025 - Aug 22, 2025
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-1.22% Aug 28, 2025 - Sep 8, 2025
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-1.12% Dec 26, 2025 - Jan 6, 2026
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-0.83% Jul 3, 2025 - Jul 17, 2025