Compare · 3 funds side by side · dividends reinvested

MSSM, IJH and VOO

MSSMMorgan Stanley×IJHiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

MSSM, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.74%+15.2%+16.8%[…][…]−9.5%17.1%$701M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: MSSM 1991 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MSSM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

MSSMMeasureIJH

+15.2%Year to dateJan 1 → Nov 3+13.2%

+16.8%1 yearTotal return+15.7%

[…]3 years · per year$10,000 became […] · $16,625+18.5%

[…]5 years · per year$10,000 became […] · $14,303+7.4%

0.89%Expense ratio$89 · $5 a year on $10k · lower is better0.05%

2.74%Trailing 12-mo yield$274 · $122 a year on $10k1.22%

−9.5%Worst dropSmaller is better−8.8%

17.1%VolatilityLower is calmer15.0%

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

3–3Level

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

More Ways to See the Pairs

MSSM vs IJH: Top 5 Holdings

Today

MSSM

3.5%in top 5

IJH

in top 53.9%

MSSMStockIJH

not top 5OKTA1.0%

not top 5FTI0.8%

0.8%ASNDnot top 5

not top 5UTHR0.7%

0.7%VSATnot top 5

0.7%DTnot top 5

not top 5ENTG0.7%

0.7%KBRnot top 5

not top 5ATI0.7%

0.6%HAEnot top 5

Held in common33.2%

End-of-day Nov 3, 2026 · share of each fund

MSSM vs IJH Returns, Every Period

Morgan StanleyMSSM

+16.8%

past year

IJHiShares

+15.7%

past year

MSSMIJHFaded: behind in that period

2–0MSSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MSSM vs IJH

YTD

Morgan StanleyMSSM

+15.2%

IJHiShares

+13.2%

+15.2%Year to date+13.2%

−9.5%Worst drop · 1Y−8.8%

17.1%Volatility · 1Y15.0%

2.7%Yield1.2%

$701MAssets$125B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSSM, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

MSSM0.89%$89

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MSSM, IJH, VOO

2.74%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.74%$274

IJH1.22%$122

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$185most kept, MSSM

MSSM$274 − $89 = $185

IJH$122 − $5 = $117

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MSSM, IJH, VOO

Today

33.2%most shared, MSSM and IJH

MSSMIJHVOO

MSSM—33.2%2.4%

IJH33.2%—0.1%

VOO2.4%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.8%MSSM, at 17.1% volatility

VOOWorst drop−8.9%12.7% vol

IJHWorst drop−8.8%15.0% vol

MSSMWorst drop−9.5%17.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMIJH

+15.2%Year to date+13.2%

2.7%Yield1.2%

+16.8%Past year+15.7%

0.89%Fee0.05%

3–1MSSM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026