Compare · 3 funds side by side · dividends reinvested

IVV, MSSM and VOO

IVViShares×MSSMMorgan Stanley×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

IVV, MSSM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.79%+12.8%+15.2%[…][…]−9.5%17.5%$688M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · MSSM 1991 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688M[…]

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

IVVMeasureMSSM

+8.7%Year to dateJan 1 → Nov 6+12.8%

+9.8%1 yearTotal return+15.2%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $89 a year on $10k · lower is better0.89%

1.14%Trailing 12-mo yield$114 · $279 a year on $10k2.79%

−8.9%Worst dropSmaller is better−9.5%

13.6%VolatilityLower is calmer17.5%

IVVMSSM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs MSSM: Top 5 Holdings

Today

IVV

27.8%in top 5

MSSM

in top 53.3%

IVVStockMSSM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5ASND0.8%

not top 5KBR0.7%

not top 5HAE0.6%

not top 5MRNA0.6%

not top 5LTH0.6%

Held in common2.4%

End-of-day Nov 6, 2026 · share of each fund

IVV vs MSSM Returns, Every Period

iSharesIVV

+9.8%

past year

MSSMMorgan Stanley

+15.2%

past year

IVVMSSMFaded: behind in that period

0–2MSSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs MSSM

YTD

iSharesIVV

+8.7%

MSSMMorgan Stanley

+12.8%

+8.7%Year to date+12.8%

−8.9%Worst drop · 1Y−9.5%

13.6%Volatility · 1Y17.5%

1.1%Yield2.8%

$853BAssets$688M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, MSSM, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MSSM0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, MSSM, VOO

2.79%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.79%$279

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, MSSM

MSSM$279 − $89 = $190

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, MSSM, VOO

Today

92.2%most shared, IVV and VOO

IVVMSSMVOO

IVV—2.4%92.2%

MSSM2.4%—2.3%

VOO92.2%2.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%MSSM, at 17.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

MSSMWorst drop−9.5%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMIVV

+12.8%Year to date+8.7%

2.8%Yield1.1%

+15.2%Past year+9.8%

0.89%Fee0.03%

3–1MSSM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026