Compare · 3 funds side by side · dividends reinvested

MSSM, IWR and VUG

MSSMMorgan Stanley×IWRiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

MSSM, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.9B1.6

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.79%+12.8%+15.2%[…][…]−9.5%17.5%$688M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: MSSM 1991 · IWR 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

MSSM

IWR

iShares Russell Mid-Cap ETF · $56.9B$13,924

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

MSSMMeasureIWR

+12.8%Year to dateJan 1 → Nov 6+12.9%

+15.2%1 yearTotal return+14.7%

[…]3 years · per year$10,000 became […] · $16,955+19.2%

[…]5 years · per year$10,000 became […] · $13,924+6.8%

0.89%Expense ratio$89 · $18 a year on $10k · lower is better0.18%

2.79%Trailing 12-mo yield$279 · $118 a year on $10k1.18%

−9.5%Worst dropSmaller is better−8.2%

17.5%VolatilityLower is calmer13.8%

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

2–4IWR wins

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

More Ways to See the Pairs

MSSM vs IWR: Top 5 Holdings

Today

MSSM

3.3%in top 5

IWR

in top 53.5%

MSSMStockIWR

not top 5MPC0.8%

0.8%ASNDnot top 5

not top 5PSX0.7%

not top 5SNOW0.7%

0.7%KBRnot top 5

0.6%MRNA0.7%

0.6%HAEnot top 5

not top 5RCL0.6%

0.6%LTHnot top 5

Held in common29.2%

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

MSSM vs IWR Returns, Every Period

Morgan StanleyMSSM

+15.2%

past year

IWRiShares

+14.7%

past year

MSSMIWRFaded: behind in that period

1–1Level

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

MSSM vs IWR

YTD

Morgan StanleyMSSM

+12.8%

IWRiShares

+12.9%

+12.8%Year to date+12.9%

−9.5%Worst drop · 1Y−8.2%

17.5%Volatility · 1Y13.8%

2.8%Yield1.2%

$688MAssets$56.9B

3–1IWR wins

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

Cost, Income and Risk

Fees: MSSM, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

MSSM0.89%$89

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

Yields: MSSM, IWR, VUG

2.79%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.79%$279

IWR1.18%$118

VUG0.42%$42

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

Income After Fees on $10,000

$190most kept, MSSM

MSSM$279 − $89 = $190

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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

Overlap: MSSM, IWR, VUG

Today

29.2%most shared, MSSM and IWR

MSSMIWRVUG

MSSM—29.2%0.8%

IWR29.2%—7.0%

VUG0.8%7.0%—

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

IWRWorst drop−8.2%13.8% vol

MSSMWorst drop−9.5%17.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

MSSMIWR

+12.8%Year to date+12.9%

2.8%Yield1.2%

+15.2%Past year+14.7%

0.89%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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