IVV vs MSSM

AIVV

BMSSM

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income2.71%MSSM · $271 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common2.5%IVV and MSSM

IVV

MSSM

iShares Core S&P 500 ETF · $853BMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688M

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

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $89 on $10k · lower wins0.89%

1.11%12-mo yield$111 · $271 on $10k2.71%

−8.9%Worst dropSmaller wins−9.5%

13.8%VolatilityLower wins17.7%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MSSM

0.1%MRNA0.7%

0.1%BE0.1%

0.1%DVN0.2%

0.1%VST0.1%

Held in common2.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.71%	+3.2%	+16.5%	+20.5%	new	new	−9.5%	$688M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.71%	+3.2%	+16.5%	+20.5%	new	new	−9.5%	$688M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MSSM

IVV

iShares Core S&P 500

$17,545

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MeasureIVVMSSM

Fee0.03%0.89%

Cost on $10k a year$3$89

Yield1.11%2.71%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.8%17.7%

3–1measures won
IVV first

2.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: IVV, MSSM, VTI

Today

86.0%most shared, IVV and VTI

IVVMSSMVTI

IVV—2.5%86.0%

MSSM2.5%—10.2%

VTI86.0%10.2%—

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

Income After Fees on $10,000

$182most kept, MSSM

MSSM$271 − $89 = $182

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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