MSSM vs VOO

AMSSM

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income2.79%MSSM · $279 on $10k

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

Held in common2.3%MSSM and VOO

MSSM

VOO

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.89%Expense ratio$89 · $3 on $10k · lower wins0.03%

2.79%12-mo yield$279 · $110 on $10k1.10%

−9.5%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMSSM · VOO

0.6%MRNA0.1%

0.1%BE0.1%

0.1%COHR0.1%

0.2%DVN0.1%

Held in common2.3%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$688M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	AMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk	0.89%	2.79%	+0.5%	+12.8%	+15.2%	new	new	−9.5%	$688M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSSM vs VOO

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

VOO

Vanguard S&P 500

$17,177

MeasureMSSMVOO

Fee0.89%0.03%

Cost on $10k a year$89$3

Yield2.79%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y17.5%13.5%

3–1measures won
VOO first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: MSSM, VOO, SPY

Today

92.2%most shared, VOO and SPY

MSSMVOOSPY

MSSM—2.3%2.4%

VOO2.3%—92.2%

SPY2.4%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, MSSM

MSSM$279 − $89 = $190

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee