Compare · 2 funds side by side · dividends reinvested

MSSM and VOO

MSSMMorgan Stanley×VOOVanguard×

Versus in desk

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

02 / 04

MSSM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.4

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.74%+15.2%+16.8%[…][…]−9.5%17.1%$701M1.5

Rank among the two1st → 2ndFee, 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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MSSM

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

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

MSSMMeasureVOO

+15.2%Year to dateJan 1 → Nov 3+11.5%

+16.8%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

2.74%Trailing 12-mo yield$274 · $107 a year on $10k1.07%

−9.5%Worst dropSmaller is better−8.9%

17.1%VolatilityLower is calmer12.7%

MSSMVOO 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 VOO: Top 5 Holdings

Today

MSSM

3.5%in top 5

VOO

in top 528.3%

MSSMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.8%ASNDnot top 5

0.7%VSATnot top 5

0.7%DTnot top 5

0.7%KBRnot top 5

0.6%HAEnot top 5

Held in common2.4%

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

MSSM vs VOO Returns, Every Period

Morgan StanleyMSSM

+16.8%

past year

VOOVanguard

+11.9%

past year

MSSMVOOFaded: behind in that period

2–0MSSM wins

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

Stocks vs Core: MSSM vs VOO

YTD

Morgan StanleyMSSM

+15.2%

VOOVanguard

+11.5%

+15.2%Year to date+11.5%

−9.5%Worst drop · 1Y−8.9%

17.1%Volatility · 1Y12.7%

2.7%Yield1.1%

$701MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: MSSM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MSSM0.89%$89

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

Yields: MSSM, VOO

2.74%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.74%$274

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

VOO$107 − $3 = $104

KeptFee

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

Overlap: MSSM, VOO

Today

2.4%most shared, MSSM and VOO

MSSMVOO

MSSM—2.4%

VOO2.4%—

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

Return vs Bumpiness: 2 ETFs

+16.8%MSSM, at 17.1% volatility

VOOWorst drop−8.9%12.7% 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

MSSMVOO

+15.2%Year to date+11.5%

2.7%Yield1.1%

+16.8%Past year+11.9%

0.89%Fee0.03%

3–1MSSM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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