MSLC vs IWX
Comparison between MORGAN STANLEY PATHWAY LARGE CAP EQUITY ETF (MSLC, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
MSLC vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MSLC
$4B
IWX
$4B
Expense Ratio
MSLC
0.39%
Winner
IWX
0.20%
Max Drawdown
Winner
MSLC
17.86%
IWX
35.76%
Sharpe Ratio
MSLC
1.24
Winner
IWX
2.61
5Y Beta
MSLC
0.93
Winner
IWX
0.68
P/E Ratio
MSLC
25.69
Winner
IWX
22.23
Forward P/E
MSLC
20.27
Winner
IWX
19.76
PEG Ratio
MSLC
N/A
IWX
0.41
5Y Dividends CAGR
MSLC
N/A
IWX
5.22%
5Y EPS CAGR
Winner
MSLC
26.12%
IWX
14.39%
Debt to Equity
MSLC
N/A
IWX
-3.17%
P/S Ratio
MSLC
3.16
Winner
IWX
2.96
P/B Ratio
MSLC
5.22
Winner
IWX
3.95
MSLC vs IWX - Holdings Comparison
MSLC and IWX have 150 common holdings. Overlap is 48.08%
MSLC's top 25 holdings weight is 46.91%. IWX's top 25 holdings weight is 56.45%.
| Rank | MSLC | IWX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.53% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | APPLE INC (AAPL) - 4.74% | APPLE INC (AAPL) - 7.61% |
| #3 | MICROSOFT CORP (MSFT) - 4.55% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | AMAZON.COM INC (AMZN) - 4.13% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.43% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | BROADCOM INC (AVGO) - 2.48% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.19% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.12% | INTEL CORP (INTC) - 2.17% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.63% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.47% | WALMART INC (WMT) - 1.70% |
| #11 | US DOLLARS (n/a) - 1.28% | ABBVIE INC (ABBV) - 1.60% |
| #12 | VISA INC CLASS A (V) - 1.27% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | TESLA INC (TSLA) - 1.22% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.17% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | EXXON MOBIL CORP (XOM) - 1.03% | MERCK & CO INC (MRK) - 1.21% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.96% | CHEVRON CORP (CVX) - 1.20% |
| #17 | ELI LILLY AND CO (LLY) - 0.92% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.86% | COCA-COLA CO (KO) - 1.09% |
| #19 | NETFLIX INC (NFLX) - 0.83% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | LINDE PLC (LIN) - 0.73% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 0.73% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.69% | RTX CORP (RTX) - 1.01% |
| #23 | n/a (BN) - 0.67% | LINDE PLC (LIN) - 0.96% |
| #24 | RTX CORP (RTX) - 0.66% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 0.62% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 952 | 155 |
MSLC vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
MSLC
+3.61%
Winner
IWX
+4.17%
3M
MSLC
+6.19%
Winner
IWX
+12.10%
6M
MSLC
+11.62%
Winner
IWX
+16.22%
1Y
MSLC
+20.45%
Winner
IWX
+36.34%
5Y(CAGR)
MSLC
N/A
IWX
+12.93%
10Y(CAGR)
MSLC
N/A
IWX
+12.18%
Max(CAGR)
Winner
MSLC
+14.89%
IWX
+11.84%
MSLC vs IWX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MSLC | IWX |
|---|---|---|
| 2026 | +12.32% | +22.62% |
| 2025 | +15.85% | +18.35% |
| 2024 | -3.29% | +14.15% |
| 2023 | N/A | +10.40% |
| 2022 | N/A | -5.80% |
| 2021 | N/A | +24.62% |
| 2020 | N/A | +0.74% |
| 2019 | N/A | +25.79% |
| 2018 | N/A | -6.69% |
| 2017 | N/A | +13.11% |
| 2016 | N/A | +17.63% |
| 2015 | N/A | -3.41% |
| 2014 | N/A | +14.05% |
| 2013 | N/A | +28.53% |
| 2012 | N/A | +14.33% |
| 2011 | N/A | +0.04% |
| 2010 | N/A | +10.63% |
| 2009 | N/A | +3.66% |
MSLC vs IWX Drawdown Comparison
The maximum drawdown for MSLC was -17.86%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
| Rank | MSLC | IWX |
|---|---|---|
| #1 | -17.86% Feb 19, 2025 - Jun 26, 2025 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -9.31% Jan 12, 2026 - Apr 15, 2026 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -5.29% Oct 28, 2025 - Dec 11, 2025 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -4.51% Dec 11, 2024 - Jan 22, 2025 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -4.08% Jun 1, 2026 - Aug 3, 2026 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -2.85% Oct 8, 2025 - Oct 24, 2025 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -2.51% Jul 25, 2025 - Aug 12, 2025 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -2.43% Dec 11, 2025 - Dec 23, 2025 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -1.83% May 14, 2026 - May 26, 2026 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -1.57% Sep 22, 2025 - Oct 3, 2025 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -1.49% Jan 23, 2025 - Feb 18, 2025 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -1.43% Aug 14, 2025 - Aug 22, 2025 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -1.22% Aug 28, 2025 - Sep 8, 2025 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -1.12% Dec 26, 2025 - Jan 6, 2026 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -0.83% Jul 3, 2025 - Jul 17, 2025 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between MSLC and IWX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2009 - 2026)
MSLC vs IWX dividend yield comparison.
| Year | MSLC | IWX |
|---|---|---|
| 2026 | 0.00% | 0.66% |
| 2025 | 2.15% | 1.59% |
| 2024 | 0.00% | 1.97% |
| 2023 | 0.00% | 2.13% |
| 2022 | 0.00% | 2.07% |
| 2021 | 0.00% | 1.79% |
| 2020 | 0.00% | 2.12% |
| 2019 | 0.00% | 2.60% |
| 2018 | 0.00% | 2.66% |
| 2017 | 0.00% | 2.12% |
| 2016 | 0.00% | 2.22% |
| 2015 | 0.00% | 2.77% |
| 2014 | 0.00% | 2.19% |
| 2013 | 0.00% | 1.89% |
| 2012 | 0.00% | 2.71% |
| 2011 | 0.00% | 2.58% |
| 2010 | 0.00% | 1.83% |
| 2009 | 0.00% | 0.56% |
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