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

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

MSSM

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

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

VOOMeasureMSSM

+11.5%Year to dateJan 1 → Nov 3+15.2%

+11.9%1 yearTotal return+16.8%

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

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

0.03%Expense ratio$3 · $89 a year on $10k · lower is better0.89%

1.07%Trailing 12-mo yield$107 · $274 a year on $10k2.74%

−8.9%Worst dropSmaller is better−9.5%

12.7%VolatilityLower is calmer17.1%

VOOMSSM 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

VOO vs MSSM: Top 5 Holdings

Today

VOO

28.3%in top 5

MSSM

in top 53.5%

VOOStockMSSM

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5ASND0.8%

not top 5VSAT0.7%

not top 5DT0.7%

not top 5KBR0.7%

not top 5HAE0.6%

Held in common2.4%

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

VOO vs MSSM Returns, Every Period

VanguardVOO

+11.9%

past year

MSSMMorgan Stanley

+16.8%

past year

VOOMSSMFaded: behind in that period

0–2MSSM wins

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

Core vs Stocks: VOO vs MSSM

YTD

VanguardVOO

+11.5%

MSSMMorgan Stanley

+15.2%

+11.5%Year to date+15.2%

−8.9%Worst drop · 1Y−9.5%

12.7%Volatility · 1Y17.1%

1.1%Yield2.7%

$1.00TAssets$701M

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