MSSM vs VIG

AMSSM

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.70%MSSM · $270 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common4.9%MSSM and VIG

MSSM

VIG

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $703MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.89%Expense ratio$89 · $4 on $10k · lower wins0.04%

2.70%12-mo yield$270 · $144 on $10k1.44%

−9.5%Worst dropSmaller wins−7.9%

17.1%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · VIG

0.3%ATO0.1%

0.1%STE0.1%

0.1%CASY0.1%

0.3%RGLD0.1%

Held in common4.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureMSSMVIG

Fee0.89%0.04%

Cost on $10k a year$89$4

Yield2.70%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y17.1%10.2%

3–1measures won
VIG first

4.9%

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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

Overlap: MSSM, VIG

Today

4.9%most shared, MSSM and VIG

MSSMVIG

MSSM—4.9%

VIG4.9%—

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

VIG$144 − $4 = $140

KeptFee

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