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AMSSM

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · MDY $13,504

Lowest cost0.03%VUG · $3 on $10k

Most income2.75%MSSM · $275 on $10k

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

Held in common33.5%MSSM and MDY

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $713MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B

[…]3 years · per year[…] · $15,650+16.1%

[…]5 years · per year[…] · $13,504+6.2%

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

2.75%12-mo yield$275 · $104 on $10k1.04%

Cards for this view

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,504

MeasureMSSMMDY

Fee0.89%0.23%

Cost on $10k a year$89$23

Yield2.75%1.04%

5 years, per year[…]+6.2%

3 years, per year[…]+16.1%

Worst drop · 1Y−9.5%−8.8%

Volatility · 1Y17.7%15.7%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk	0.23%	1.04%	−0.1%	+12.3%	+13.6%	+16.1%	+6.2%	−8.8%	$26.1B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.75%	−0.4%	+14.8%	+16.4%	new	new	−9.5%	$713M

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk	0.23%	1.04%	−0.1%	+12.3%	+13.6%	+16.1%	+6.2%	−8.8%	$26.1B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.75%	−0.4%	+14.8%	+16.4%	new	new	−9.5%	$713M