Registry rank 1339 · Portfolio as of 2026-05-31

Morgan Stanley Pathway Large Cap Equity ETF

MSLC

Best-fit active share18.3%vs IWB · fund as of 2026-05-31 · proxy as of 2026-03-31
Declared-benchmark active share18.3%Russell 1000® Index · benchmark match · fund as of 2026-05-31 · proxy as of 2026-03-31 · declared source as of 2025-08-31
MSLC expense ratio0.39%SEC expense filing · as of 2025-08-31
MSLC fee per active unit2.13%expense as of 2025-08-31; fund as of 2026-05-31; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing10 years20 years30 years
MSLC0.39% · SEC expense filing · as of 2025-08-31$5,795$18,525$44,420

Real trailing windows

Computed on licensed market-return history

Trailing windows use IWB adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing10 years20 years30 years
MSLCFiled fee as of 2025-08-31$12,668Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 14.52% annualized
$53,932Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 11.07% annualized
Proxy history begins 2000 — no full 30-year window

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. MSLC SEC expense filing, as of 2025-08-31. Methodology.

SEC-convention illustration for MSLC; expense ratio filed as of 2025-08-31.
ResultAmount
Ending value at baseline$264,825
Ending value at filed expense ratio$246,300
Difference attributed to fee drag$18,525

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWB

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

HoldingFundIWBDifference
AMAZON.COM, INC.4.60%3.34%+1.26%
MICRON TECHNOLOGY, INC.1.82%0.63%+1.19%
APPLE INC.5.03%6.11%-1.08%
ALPHABET INC.5.77%5.07%+0.70%
BROOKFIELD CORP0.68%0.00%+0.68%
BROADCOM INC.2.96%2.39%+0.57%
MICROSOFT CORPORATION5.14%4.59%+0.55%
CISCO SYSTEMS, INC.0.97%0.52%+0.45%
JOHNSON & JOHNSON0.54%0.98%-0.44%
TRANSDIGM GROUP INCORPORATED0.54%0.11%+0.43%

Source and verification

SEC N-PORT filing · filed 2026-07-28 · period 2026-05-31

SEC expense filing · period 2025-08-31

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Morgan Stanley Pathway Large Cap Equity ETF — best-fit active share,” 18.3% versus IWB, fund portfolio as of 2026-05-31. https://sensible-investor.com/registry/mslc/as-of/363649da-fcfb-4007-87ef-de06de7710ca

MSLC filed expense ratio

Sensible Investor, “Morgan Stanley Pathway Large Cap Equity ETF — filed expense ratio,” 0.39% for MSLC, as of 2025-08-31. https://sensible-investor.com/registry/mslc/as-of/363649da-fcfb-4007-87ef-de06de7710ca

MSLC fee per active unit

Sensible Investor, “Morgan Stanley Pathway Large Cap Equity ETF — fee per unit of active management,” 2.13% using the MSLC expense ratio as of 2025-08-31 and fund portfolio as of 2026-05-31. https://sensible-investor.com/registry/mslc/as-of/363649da-fcfb-4007-87ef-de06de7710ca