Compare · 3 funds side by side · dividends reinvested

VOO, MSSM and IVV

VOOVanguard×MSSMMorgan Stanley×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

VOO, MSSM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFUS Stock Styles · Mid cap0.89%2.71%+16.5%+20.5%[…][…]−9.5%17.7%$688M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

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: VOO 2010 · MSSM 1991 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

MSSM

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

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

VOOMeasureMSSM

+11.3%Year to dateJan 1 → Nov 9+16.5%

+13.6%1 yearTotal return+20.5%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,543 · […][…]

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

1.07%Trailing 12-mo yield$107 · $271 a year on $10k2.71%

−8.9%Worst dropSmaller is better−9.5%

13.7%VolatilityLower is calmer17.7%

VOOMSSM 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

VOO vs MSSM: Top 5 Holdings

Today

VOO

28.3%in top 5

MSSM

in top 53.3%

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 5MRNA0.7%

not top 5KBR0.6%

not top 5VSAT0.6%

not top 5HAE0.6%

Held in common2.3%

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

VOO vs MSSM Returns, Every Period

VanguardVOO

+13.6%

past year

MSSMMorgan Stanley

+20.5%

past year

VOOMSSMFaded: behind in that period

0–2MSSM wins

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

Core vs Stocks: VOO vs MSSM

YTD

VanguardVOO

+11.3%

MSSMMorgan Stanley

+16.5%

+11.3%Year to date+16.5%

−8.9%Worst drop · 1Y−9.5%

13.7%Volatility · 1Y17.7%

1.1%Yield2.7%

$1.00TAssets$688M

2–2level

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

Cost, Income and Risk

Fees: VOO, MSSM, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MSSM0.89%$89

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

Yields: VOO, MSSM, IVV

2.71%highest, MSSM

FundTrailing yieldYield$10k

MSSM2.71%$271

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$182most kept, MSSM

MSSM$271 − $89 = $182

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: VOO, MSSM, IVV

Today

92.7%most shared, VOO and IVV

VOOMSSMIVV

VOO—2.3%92.7%

MSSM2.3%—2.5%

IVV92.7%2.5%—

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

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MSSMWorst drop−9.5%17.7% vol

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

Paid More vs Made More

YTD

MSSMIVV

+16.5%Year to date+11.3%

2.7%Yield1.1%

+20.5%Past year+13.6%

0.89%Fee0.03%

3–1MSSM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026