MDPL vs MSSM

AMDPL

BMSSM

Measures won0–4MSSM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.89%MSSM · $89 on $10k

Most income2.70%MSSM · $270 on $10k

Smallest drop−9.5%MSSM · worst fall in 1Y

Held in common1.8%MDPL and MSSM

MDPL

MSSM

Monarch Dividend Plus ETF · $62MMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $701M

[…]3 years · per year[…]

[…]5 years · per year[…]

1.19%Expense ratio$119 · $89 on $10k · lower wins0.89%

1.31%12-mo yield$131 · $270 on $10k2.70%

−12.4%Worst dropSmaller wins−9.5%

17.4%VolatilityLower wins17.1%

0–4MSSM wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMDPL · MSSM

3.5%KBR0.7%

3.6%OSK0.3%

3.0%MTDR0.2%

3.3%SF0.2%

Held in common1.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M
2	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$701M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMDPL	Monarch Dividend Plus ETFRead Desk		1.19%	1.31%	+1.5%	+16.7%	+23.7%	new	new	−12.4%	$62M
2	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$701M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDPL vs MSSM

MDPL

Monarch Dividend Plus

[…]

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MeasureMDPLMSSM

Fee1.19%0.89%

Cost on $10k a year$119$89

Yield1.31%2.70%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−12.4%−9.5%

Volatility · 1Y17.4%17.1%

4–0measures won
MSSM first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MDPL, MSSM

Today

1.8%most shared, MDPL and MSSM

MDPLMSSM

MDPL—1.8%

MSSM1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, MSSM

MSSM$270 − $89 = $181

MDPL$131 − $119 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee