Compare · 3 funds side by side · dividends reinvested

MSSM, IVV and VOO

MSSMMorgan Stanley×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

MSSM, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.81%+12.3%+15.9%[…][…]−9.5%17.5%$712M2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: MSSM 1991 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $712M[…]

MSSM

IVV

iShares Core S&P 500 ETF · $850B$17,151

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

MSSMMeasureIVV

+12.3%Year to dateJan 1 → Nov 5+8.4%

+15.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.89%Expense ratio$89 · $3 a year on $10k · lower is better0.03%

2.81%Trailing 12-mo yield$281 · $114 a year on $10k1.14%

−9.5%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

MSSM vs IVV: Top 5 Holdings

Today

MSSM

3.3%in top 5

IVV

in top 527.7%

MSSMStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.8%ASNDnot top 5

0.7%KBRnot top 5

0.6%MRNAnot top 5

0.6%VSATnot top 5

0.6%HAEnot top 5

Held in common2.4%

End-of-day Nov 5, 2026 · share of each fund

MSSM vs IVV Returns, Every Period

Morgan StanleyMSSM

+15.9%

past year

IVViShares

+9.7%

past year

MSSMIVVFaded: behind in that period

2–0MSSM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MSSM vs IVV

YTD

Morgan StanleyMSSM

+12.3%

IVViShares

+8.4%

+12.3%Year to date+8.4%

−9.5%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

2.8%Yield1.1%

$712MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSSM, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

MSSM0.89%$89

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MSSM, IVV, VOO

2.81%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.81%$281

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$192most kept, MSSM

MSSM$281 − $89 = $192

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MSSM, IVV, VOO

Today

93.5%most shared, IVV and VOO

MSSMIVVVOO

MSSM—2.4%2.4%

IVV2.4%—93.5%

VOO2.4%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%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 5, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMVOO

+12.3%Year to date+8.4%

2.8%Yield1.1%

+15.9%Past year+9.8%

0.89%Fee0.03%

3–1MSSM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026