MSSM vs SPYM

AMSSM

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · VOO $17,533

Lowest cost0.02%SPYM · $2 on $10k

Most income2.70%MSSM · $270 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common2.5%MSSM and SPYM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $706MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.89%Expense ratio$89 · $2 on $10k · lower wins0.02%

2.70%12-mo yield$270 · $102 on $10k1.02%

Cards for this view

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureMSSMSPYM

Fee0.89%0.02%

Cost on $10k a year$89$2

Yield2.70%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y17.7%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.70%	+0.8%	+16.8%	+18.5%	new	new	−9.5%	$706M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.70%	+0.8%	+16.8%	+18.5%	new	new	−9.5%	$706M

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