MDPL vs MSSM

AMDPL

BMSSM

Measures won0–4MSSM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.79%MSSM · $279 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 · $712M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

1.35%12-mo yield$135 · $279 on $10k2.79%

−12.4%Worst dropSmaller wins−9.5%

17.6%VolatilityLower wins17.5%

0–4MSSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · MSSM

3.4%KBR0.7%

3.5%OSK0.3%

2.8%MTDR0.2%

3.4%SF0.2%

Held in common1.8%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.35%	−1.9%	+13.2%	+19.0%	new	new	−12.4%	$62M
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$712M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.35%	−1.9%	+13.2%	+19.0%	new	new	−12.4%	$62M
3	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$712M

End-of-day Nov 6, 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

Yield1.35%2.79%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−12.4%−9.5%

Volatility · 1Y17.6%17.5%

4–0measures won
MSSM first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MDPL, MSSM, VUG

Today

1.8%most shared, MDPL and MSSM

MDPLMSSMVUG

MDPL—1.8%0.0%

MSSM1.8%—0.8%

VUG0.0%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, MSSM

MSSM$279 − $89 = $190

VUG$42 − $3 = $39

MDPL$135 − $119 = $16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee