MSSM vs VTI

AMSSM

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income2.71%MSSM · $271 on $10k

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

Held in common10.2%MSSM and VTI

MSSM

VTI

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

2.71%12-mo yield$271 · $106 on $10k1.06%

−9.5%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.9%

1–3VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · VTI

0.1%BE0.1%

0.7%MRNA0.1%

0.1%COHR0.1%

0.2%DVN0.1%

Held in common10.2%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	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 VTI

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureMSSMVTI

Fee0.89%0.03%

Cost on $10k a year$89$3

Yield2.71%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y17.7%13.9%

3–1measures won
VTI first

10.2%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MSSM, VTI

Today

10.2%most shared, MSSM and VTI

MSSMVTI

MSSM—10.2%

VTI10.2%—

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

VTI$106 − $3 = $103

KeptFee

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