Compare · 2 funds side by side · dividends reinvested

MSSM and SCHD

MSSMMorgan Stanley×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

MSSM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.0

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.70%+16.8%+18.5%[…][…]−9.5%17.7%$709M2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: MSSM 1991 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $709M[…]

MSSM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

MSSMMeasureSCHD

+16.8%

More Ways to See the Pairs

MSSM vs SCHD: Top 5 Holdings

Today

MSSM

3.4%in top 5

SCHD

in top 521.7%

MSSMStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: MSSM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MSSM0.89%$89

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MSSM, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+34.6%

+18.5%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.89%Expense ratio$89 · $6 a year on $10k · lower is better0.06%

2.70%Trailing 12-mo yield$270 · $293 a year on $10k2.93%

−9.5%Worst dropSmaller is better−6.9%

17.7%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%ASNDnot top 5

0.7%VSATnot top 5

0.7%KBRnot top 5

0.6%MRNAnot top 5

0.6%HAEnot top 5

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

MSSM vs SCHD Returns, Every Period

1Y

Morgan StanleyMSSM

+18.5%

past year

SCHDSchwab

+39.3%

past year

MSSMSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MSSM vs SCHD

YTD

Morgan StanleyMSSM

+16.8%

SCHDSchwab

+34.6%

+16.8%Year to date+34.6%

−9.5%Worst drop · 1Y−6.9%

17.7%Volatility · 1Y11.8%

2.7%Yield2.9%

$709MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

MSSM2.70%$270

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

MSSM$270 − $89 = $181

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MSSM, SCHD

Today

2.1%most shared, MSSM and SCHD

MSSMSCHD

MSSM—2.1%

SCHD2.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

MSSMWorst drop−9.5%17.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMSSM

+34.6%Year to date+16.8%

2.9%Yield2.7%

+39.3%Past year+18.5%

0.06%Fee0.89%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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MSSM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two