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AMSSM

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · VIG $16,513

Lowest cost0.03%VTV · $3 on $10k

Most income2.75%MSSM · $275 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.9%MSSM and VIG

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $701MVanguard Dividend Appreciation ETF · $116B

[…]3 years · per year[…] · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

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

2.75%12-mo yield$275 · $145 on $10k1.45%

Cards for this view

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureMSSMVIG

Fee0.89%0.04%

Cost on $10k a year$89$4

Yield2.75%1.45%

5 years, per year[…]+10.6%

3 years, per year[…]+18.9%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y17.7%11.0%

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
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%	$701M

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1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$195.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
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%	$701M