VOO vs MSSM

AVOO

BMSSM

Measures won3–1VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income2.70%MSSM · $270 on $10k

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

Held in common2.4%VOO and MSSM

VOO

MSSM

Vanguard S&P 500 ETF · $1.00TMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $703M

+24.2%3 years · per year$19,172 · […][…]

+12.6%5 years · per year$18,115 · […][…]

0.03%Expense ratio$3 · $89 on $10k · lower wins0.89%

1.05%12-mo yield$105 · $270 on $10k2.70%

−8.9%Worst dropSmaller wins−9.5%

12.8%VolatilityLower wins17.1%

3–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · MSSM

0.1%BE0.1%

0.1%MRNA0.6%

0.1%COHR0.1%

0.1%DVN0.2%

Held in common2.4%

End-of-day Nov 4, 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	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BMSSM	Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETFRead Desk		0.89%	2.70%	+1.3%	+16.7%	+18.7%	new	new	−9.5%	$703M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOO vs MSSM

VOO

Vanguard S&P 500

$18,115

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MeasureVOOMSSM

Fee0.03%0.89%

Cost on $10k a year$3$89

Yield1.05%2.70%

5 years, per year+12.6%[…]

3 years, per year+24.2%[…]

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y12.8%17.1%

3–1measures won
VOO first

2.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VOO, MSSM

Today

2.4%most shared, VOO and MSSM

VOOMSSM

VOO—2.4%

MSSM2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$181most kept, MSSM

MSSM$270 − $89 = $181

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee