MSSM vs IJH

AMSSM

BIJH

Measures won1–3IJH wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH

Lowest cost0.05%IJH · $5 on $10k

Most income2.71%MSSM · $271 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common33.5%MSSM and IJH

MSSM

IJH

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $15,960+16.9%

[…]5 years · per year[…] · $14,049+7.0%

0.89%Expense ratio$89 · $5 on $10k · lower wins0.05%

2.71%12-mo yield$271 · $121 on $10k1.21%

−9.5%Worst dropSmaller wins−8.8%

17.7%VolatilityLower wins15.8%

1–3IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · IJH

0.5%ITT0.5%

0.5%THC0.7%

0.5%FTI0.7%

0.4%USFD0.7%

Held in common33.5%

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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AMSSM	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

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
2	AMSSM	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

MSSM vs IJH

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureMSSMIJH

Fee0.89%0.05%

Cost on $10k a year$89$5

Yield2.71%1.21%

5 years, per year[…]+7.0%

3 years, per year[…]+16.9%

Worst drop · 1Y−9.5%−8.8%

Volatility · 1Y17.7%15.8%

3–1measures won
IJH first

33.5%

holdings shared

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

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

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

Overlap: MSSM, IJH

Today

33.5%most shared, MSSM and IJH

MSSMIJH

MSSM—33.5%

IJH33.5%—

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

IJH$121 − $5 = $116

KeptFee

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