MSLC vs IBDU
Comparison between MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).
MSLC vs IBDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSLC
$4B
Winner
IBDU
$4.10B
Expense Ratio
MSLC
0.39%
Winner
IBDU
0.10%
Max Drawdown
Winner
MSLC
17.86%
IBDU
22.93%
Sharpe Ratio
Winner
MSLC
1.24
IBDU
-0.19
5Y Beta
MSLC
0.93
Winner
IBDU
0.05
P/E Ratio
MSLC
25.69
IBDU
N/A
Forward P/E
MSLC
20.27
IBDU
N/A
5Y Dividends CAGR
MSLC
N/A
IBDU
9.63%
5Y EPS CAGR
MSLC
26.12%
IBDU
N/A
P/S Ratio
MSLC
3.16
IBDU
N/A
P/B Ratio
MSLC
5.22
IBDU
N/A
MSLC vs IBDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MSLC
+3.61%
IBDU
+0.34%
3M
Winner
MSLC
+6.19%
IBDU
+0.62%
6M
Winner
MSLC
+11.62%
IBDU
+0.60%
1Y
Winner
MSLC
+20.45%
IBDU
+3.43%
5Y(CAGR)
MSLC
N/A
IBDU
+1.02%
Max(CAGR)
Winner
MSLC
+14.89%
IBDU
+2.41%
MSLC vs IBDU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MSLC | IBDU |
|---|---|---|
| 2026 | +12.32% | +1.15% |
| 2025 | +15.85% | +7.50% |
| 2024 | -3.29% | +4.07% |
| 2023 | N/A | +8.17% |
| 2022 | N/A | -12.44% |
| 2021 | N/A | -1.87% |
| 2020 | N/A | +10.16% |
| 2019 | N/A | +2.23% |
MSLC vs IBDU Drawdown Comparison
The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
| Rank | MSLC | IBDU |
|---|---|---|
| #1 | -17.86% Feb 19, 2025 - Jun 26, 2025 | -19.44% Aug 4, 2021 - Jul 21, 2025 |
| #2 | -9.31% Jan 12, 2026 - Apr 15, 2026 | -18.22% Mar 5, 2020 - Jun 15, 2020 |
| #3 | -5.29% Oct 28, 2025 - Dec 11, 2025 | -5.23% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -4.51% Dec 11, 2024 - Jan 22, 2025 | -1.79% Aug 6, 2020 - Nov 27, 2020 |
| #5 | -4.08% Jun 1, 2026 - Aug 3, 2026 | -1.65% Oct 4, 2019 - Dec 26, 2019 |
| #6 | -2.85% Oct 8, 2025 - Oct 24, 2025 | -1.58% Feb 27, 2026 - Aug 5, 2026 |
| #7 | -2.51% Jul 25, 2025 - Aug 12, 2025 | -0.81% Nov 30, 2020 - Dec 24, 2020 |
| #8 | -2.43% Dec 11, 2025 - Dec 23, 2025 | -0.78% Sep 24, 2019 - Oct 2, 2019 |
| #9 | -1.83% May 14, 2026 - May 26, 2026 | -0.67% Jun 16, 2020 - Jul 1, 2020 |
| #10 | -1.57% Sep 22, 2025 - Oct 3, 2025 | -0.55% Feb 3, 2020 - Feb 10, 2020 |
| #11 | -1.49% Jan 23, 2025 - Feb 18, 2025 | -0.52% Feb 25, 2020 - Feb 28, 2020 |
| #12 | -1.43% Aug 14, 2025 - Aug 22, 2025 | -0.51% Oct 21, 2025 - Nov 24, 2025 |
| #13 | -1.22% Aug 28, 2025 - Sep 8, 2025 | -0.47% Sep 15, 2025 - Oct 1, 2025 |
| #14 | -1.12% Dec 26, 2025 - Jan 6, 2026 | -0.37% Jul 23, 2020 - Jul 29, 2020 |
| #15 | -0.83% Jul 3, 2025 - Jul 17, 2025 | -0.35% Feb 10, 2020 - Feb 18, 2020 |
Correlation
Correlation between MSLC and IBDU is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2019 - 2026)
MSLC vs IBDU dividend yield comparison.
| Year | MSLC | IBDU |
|---|---|---|
| 2026 | 0.00% | 2.67% |
| 2025 | 2.15% | 4.67% |
| 2024 | 0.00% | 4.75% |
| 2023 | 0.00% | 4.21% |
| 2022 | 0.00% | 3.34% |
| 2021 | 0.00% | 2.29% |
| 2020 | 0.00% | 2.42% |
| 2019 | 0.00% | 0.74% |
Select Stocks to Compare
Popular: MSLC vs SPYIBDU vs SPY
More Comparisons
Compare with similar stocks