Compare · 2 funds side by side · dividends reinvested

MSSM and VUG

MSSMMorgan Stanley×VUGVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,151VUG · best of the two

Story of the two · IncomeMost incomeMSSM · 2.75% · $275 a year on $10k

Story of the two · RiskSmallest drop

MSSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.75%+14.8%+16.4%[…][…]−9.5%17.7%$713M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: MSSM 1991 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $713M[…]

MSSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

MSSMMeasureVUG

+14.8%

More Ways to See the Pairs

MSSM vs VUG: Top 5 Holdings

Today

MSSM

3.3%in top 5

VUG

in top 545.2%

MSSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: MSSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MSSM0.89%$89

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MSSM, VUG

1Y

2.75%highest, MSSM

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+3.9%

+16.4%1 yearTotal return+2.8%

[…]3 years · per year$10,000 became […] · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

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

2.75%Trailing 12-mo yield$275 · $41 a year on $10k0.41%

−9.5%Worst dropSmaller is better−15.1%

17.7%VolatilityLower is calmer19.1%

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

5–1MSSM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.8%ASNDnot top 5

0.7%VSATnot top 5

0.6%MRNAnot top 5

0.6%KBRnot top 5

0.6%HAEnot top 5

Held in common0.9%

End-of-day Nov 13, 2026 · share of each fund

MSSM vs VUG Returns, Every Period

1Y

Morgan StanleyMSSM

+16.4%

past year

VUGVanguard

+2.8%

past year

MSSMVUGFaded: behind in that period

2–0MSSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MSSM vs VUG

YTD

Morgan StanleyMSSM

+14.8%

VUGVanguard

+3.9%

+14.8%Year to date+3.9%

−9.5%Worst drop · 1Y−15.1%

17.7%Volatility · 1Y19.1%

2.7%Yield0.4%

$713MAssets$233B

4–0MSSM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

MSSM2.75%$275

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$186most kept, MSSM

MSSM$275 − $89 = $186

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MSSM, VUG

Today

0.9%most shared, MSSM and VUG

MSSMVUG

MSSM—0.9%

VUG0.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.4%MSSM, at 17.7% volatility

MSSMWorst drop−9.5%17.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

MSSMVUG

+14.8%Year to date+3.9%

2.7%Yield0.4%

+16.4%Past year+2.8%

0.89%Fee0.03%

3–1MSSM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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MSSM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two