MSSM vs IJH

AMSSM

BIJH

Measures won1–3IJH wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IJH $14,303

Lowest cost0.03%VOO · $3 on $10k

Most income2.74%MSSM · $274 on $10k

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

Held in common33.2%MSSM and IJH

MSSM

IJH

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $701MiShares Core S&P Mid-Cap ETF · $125B

[…]3 years · per year[…] · $16,625+18.5%

[…]5 years · per year[…] · $14,303+7.4%

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

2.74%12-mo yield$274 · $122 on $10k1.22%

−9.5%Worst dropSmaller wins−8.8%

17.1%VolatilityLower wins15.0%

1–3IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSM · IJH

0.5%FTI0.8%

0.7%DT0.5%

0.5%ITT0.5%

0.5%THC0.6%

Held in common33.2%

End-of-day Nov 3, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.74%	+0.3%	+15.2%	+16.8%	new	new	−9.5%	$701M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.74%	+0.3%	+15.2%	+16.8%	new	new	−9.5%	$701M

End-of-day Nov 3, 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

$14,303

MeasureMSSMIJH

Fee0.89%0.05%

Cost on $10k a year$89$5

Yield2.74%1.22%

5 years, per year[…]+7.4%

3 years, per year[…]+18.5%

Worst drop · 1Y−9.5%−8.8%

Volatility · 1Y17.1%15.0%

3–1measures won
IJH first

33.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: MSSM, IJH, VOO

Today

33.2%most shared, MSSM and IJH

MSSMIJHVOO

MSSM—33.2%2.4%

IJH33.2%—0.1%

VOO2.4%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, MSSM

MSSM$274 − $89 = $185

IJH$122 − $5 = $117

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee