MSSM vs MDY

AMSSM

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$14,436MDY

Lowest cost0.23%MDY · $23 on $10k

Most income2.70%MSSM · $270 on $10k

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

Held in common33.2%MSSM and MDY

MSSM

MDY

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $703MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

[…]3 years · per year[…] · $16,442+18.0%

[…]5 years · per year[…] · $14,436+7.6%

0.89%Expense ratio$89 · $23 on $10k · lower wins0.23%

2.70%12-mo yield$270 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−8.8%

17.1%VolatilityLower wins14.9%

1–3MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · MDY

0.5%FTI0.8%

0.5%ITT0.5%

0.4%THC0.6%

0.4%EWBC0.5%

Held in common33.2%

End-of-day Nov 4, 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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B
2	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.03%	+0.6%	+13.6%	+16.0%	+18.0%	+7.6%	−8.8%	$26.2B
2	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSSM vs MDY

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$14,436

MeasureMSSMMDY

Fee0.89%0.23%

Cost on $10k a year$89$23

Yield2.70%1.03%

5 years, per year[…]+7.6%

3 years, per year[…]+18.0%

Worst drop · 1Y−9.5%−8.8%

Volatility · 1Y17.1%14.9%

3–1measures won
MDY first

33.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MSSM, MDY

Today

33.2%most shared, MSSM and MDY

MSSMMDY

MSSM—33.2%

MDY33.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, MSSM

MSSM$270 − $89 = $181

MDY$103 − $23 = $80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee