MDPL vs MSSM

AMDPL

BMSSM

Measures won1–3MSSM wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · 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 · $712M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

1.33%12-mo yield$133 · $281 on $10k2.81%

−12.4%Worst dropSmaller wins−9.5%

17.4%VolatilityLower wins17.5%

1–3MSSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · MSSM

3.5%KBR0.7%

3.6%OSK0.3%

2.8%MTDR0.2%

3.4%SF0.2%

Held in common1.8%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.81%	−3.8%	+12.3%	+15.9%	new	new	−9.5%	$712M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.81%	−3.8%	+12.3%	+15.9%	new	new	−9.5%	$712M

End-of-day Nov 5, 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

Yield1.33%2.81%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−12.4%−9.5%

Volatility · 1Y17.4%17.5%

3–1measures won
MSSM first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MDPL, MSSM, SCHD

Today

5.9%most shared, MDPL and SCHD

MDPLMSSMSCHD

MDPL—1.8%5.9%

MSSM1.8%—2.1%

SCHD5.9%2.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MSSM$281 − $89 = $192

MDPL$133 − $119 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee