Compare MDPL and MSSM

MDPL and MSSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.70%+16.7%+18.7%[…][…]−9.5%17.1%$701M1.2

Monarch Dividend Plus ETFIncome · Dividend stocks1.19%1.31%+16.7%+23.7%[…][…]−12.4%17.4%$62M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: MDPL 2024 · MSSM 1991

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Monarch Dividend Plus ETF · $62M[…]

MDPL

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $701M[…]

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

MDPLMeasureMSSM

+16.7%Year to dateJan 1 → Nov 4+16.7%

+23.7%1 yearTotal return+18.7%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $89 a year on $10k · lower is better0.89%

1.31%Trailing 12-mo yield$131 · $270 a year on $10k2.70%

−12.4%Worst dropSmaller is better−9.5%

17.4%VolatilityLower is calmer17.1%

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

1–4MSSM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDPL vs MSSM: Top 5 Holdings

Today

MDPL

18.1%in top 5

MSSM

in top 53.3%

MDPLStockMSSM

3.8%BAHnot top 5

3.6%OSKnot top 5

3.6%ACNnot top 5

3.6%FDSnot top 5

3.5%KBR0.7%

not top 5ASND0.8%

not top 5VSAT0.7%

not top 5HAE0.6%

not top 5DT0.6%

Held in common1.8%

End-of-day Nov 4, 2026 · share of each fund

MDPL vs MSSM Returns, Every Period

1Y

MonarchMDPL

+23.7%

past year

MSSMMorgan Stanley

+18.7%

past year

MDPLMSSMFaded: behind in that period

1–0MDPL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Stocks: MDPL vs MSSM

YTD

MonarchMDPL

+16.7%

MSSMMorgan Stanley

+16.7%

+16.7%Year to date+16.7%

−12.4%Worst drop · 1Y−9.5%

17.4%Volatility · 1Y17.1%

1.3%Yield2.7%

$61.9MAssets$701M

3–0MSSM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDPL, MSSM

Today

0.89%lowest, MSSM

FundExpense ratioFee$10k

MSSM0.89%$89

MDPL1.19%$119

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MDPL, MSSM

1Y

2.70%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.70%$270

MDPL1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$181most kept, MSSM

MSSM$270 − $89 = $181

MDPL$131 − $119 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MDPL, MSSM

Today

1.8%most shared, MDPL and MSSM

MDPLMSSM

MDPL—1.8%

MSSM1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+23.7%MDPL, at 17.4% volatility

MSSMWorst drop−9.5%17.1% vol

MDPLWorst drop−12.4%17.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMMDPL

+16.7%Year to date+16.7%

2.7%Yield1.3%

+18.7%Past year+23.7%

0.89%Fee1.19%

2–1MSSM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026