MSSM vs VIG

AMSSM

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.71%MSSM · $271 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 · $688MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

2.71%12-mo yield$271 · $146 on $10k1.46%

−9.5%Worst dropSmaller wins−7.9%

17.7%VolatilityLower wins11.0%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSM · VIG

0.3%ATO0.1%

0.1%CASY0.1%

0.1%STE0.1%

0.3%RGLD0.1%

Held in common4.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.71%	+3.2%	+16.5%	+20.5%	new	new	−9.5%	$688M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.71%	+3.2%	+16.5%	+20.5%	new	new	−9.5%	$688M

End-of-day Nov 9, 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

$16,638

MeasureMSSMVIG

Fee0.89%0.04%

Cost on $10k a year$89$4

Yield2.71%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y17.7%11.0%

3–1measures won
VIG first

4.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: MSSM, VIG, VUG

Today

26.4%most shared, VIG and VUG

MSSMVIGVUG

MSSM—4.9%0.8%

VIG4.9%—26.4%

VUG0.8%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$182most kept, MSSM

MSSM$271 − $89 = $182

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee