MSSM vs VUG

AMSSM

BVUG

Measures won3–1MSSM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.79%MSSM · $279 on $10k

Smallest drop−9.5%MSSM · worst fall in 1Y

Held in common0.8%MSSM and VUG

MSSM

VUG

Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $712MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

2.79%12-mo yield$279 · $42 on $10k0.42%

−9.5%Worst dropSmaller wins−15.1%

17.5%VolatilityLower wins19.0%

3–1MSSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSSM · VUG

0.1%COHR0.2%

0.1%BE0.2%

0.1%CIEN0.2%

0.1%RDDT0.1%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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%	$712M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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%	$712M

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 VUG

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureMSSMVUG

Fee0.89%0.03%

Cost on $10k a year$89$3

Yield2.79%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−9.5%−15.1%

Volatility · 1Y17.5%19.0%

3–1measures won
MSSM first

0.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MSSM, VUG

Today

0.8%most shared, MSSM and VUG

MSSMVUG

MSSM—0.8%

VUG0.8%—

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

VUG$42 − $3 = $39

KeptFee

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