Compare · 3 funds side by side · dividends reinvested

MSSM, VIG and VUG

MSSMMorgan Stanley×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

MSSM, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.71%+16.5%+20.5%[…][…]−9.5%17.7%$688M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: MSSM 1991 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

MSSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

MSSMMeasureVIG

+16.5%Year to dateJan 1 → Nov 9+14.8%

+20.5%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.89%Expense ratio$89 · $4 a year on $10k · lower is better0.04%

2.71%Trailing 12-mo yield$271 · $146 a year on $10k1.46%

−9.5%Worst dropSmaller is better−7.9%

17.7%VolatilityLower is calmer11.0%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSSM vs VIG: Top 5 Holdings

Today

MSSM

3.3%in top 5

VIG

in top 522.1%

MSSMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.8%ASNDnot top 5

0.7%MRNAnot top 5

0.6%KBRnot top 5

0.6%VSATnot top 5

0.6%HAEnot top 5

Held in common4.9%

End-of-day Nov 9, 2026 · share of each fund

MSSM vs VIG Returns, Every Period

Morgan StanleyMSSM

+20.5%

past year

VIGVanguard

+17.6%

past year

MSSMVIGFaded: behind in that period

2–0MSSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MSSM vs VIG

YTD

Morgan StanleyMSSM

+16.5%

VIGVanguard

+14.8%

+16.5%Year to date+14.8%

−9.5%Worst drop · 1Y−7.9%

17.7%Volatility · 1Y11.0%

2.7%Yield1.5%

$688MAssets$109B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSSM, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

MSSM0.89%$89

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MSSM, VIG, VUG

2.71%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.71%$271

VIG1.46%$146

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$182most kept, MSSM

MSSM$271 − $89 = $182

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MSSM, VIG, VUG

Today

26.4%most shared, VIG and VUG

MSSMVIGVUG

MSSM—4.9%0.8%

VIG4.9%—26.4%

VUG0.8%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.5%MSSM, at 17.7% volatility

VIGWorst drop−7.9%11.0% vol

MSSMWorst drop−9.5%17.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMVIG

+16.5%Year to date+14.8%

2.7%Yield1.5%

+20.5%Past year+17.6%

0.89%Fee0.04%

3–1MSSM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026