MSSM vs IWR

AMSSM

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWR $13,924

Lowest cost0.03%VUG · $3 on $10k

Most income2.79%MSSM · $279 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common29.2%MSSM and IWR

MSSM

IWR

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688MiShares Russell Mid-Cap ETF · $56.9B

[…]3 years · per year[…] · $16,955+19.2%

[…]5 years · per year[…] · $13,924+6.8%

0.89%Expense ratio$89 · $18 on $10k · lower wins0.18%

2.79%12-mo yield$279 · $118 on $10k1.18%

−9.5%Worst dropSmaller wins−8.2%

17.5%VolatilityLower wins13.8%

1–3IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSM · IWR

0.6%MRNA0.7%

0.3%HBAN0.2%

0.3%ATO0.2%

0.2%DVN0.4%

Held in common29.2%

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	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$688M

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	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$688M

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

MSSM vs IWR

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

IWR

iShares Russell Mid-Cap

$13,924

MeasureMSSMIWR

Fee0.89%0.18%

Cost on $10k a year$89$18

Yield2.79%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.2%

Worst drop · 1Y−9.5%−8.2%

Volatility · 1Y17.5%13.8%

3–1measures won
IWR first

29.2%

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$59.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MSSM, IWR, VUG

Today

29.2%most shared, MSSM and IWR

MSSMIWRVUG

MSSM—29.2%0.8%

IWR29.2%—7.0%

VUG0.8%7.0%—

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

IWR$118 − $18 = $100

VUG$42 − $3 = $39

KeptFee

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