VOO vs MSSM

AVOO

BMSSM

Measures won3–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.71%MSSM · $271 on $10k

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

Held in common2.3%VOO and MSSM

VOO

MSSM

Vanguard S&P 500 ETF · $1.00TMorgan Stanley Pathway Funds - Small-Mid Cap Equity ETF · $688M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,543 · […][…]

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

1.07%12-mo yield$107 · $271 on $10k2.71%

−8.9%Worst dropSmaller wins−9.5%

13.7%VolatilityLower wins17.7%

3–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · MSSM

0.1%MRNA0.7%

0.1%BE0.1%

0.1%COHR0.1%

0.1%DVN0.2%

Held in common2.3%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BMSSM	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BMSSM	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

VOO vs MSSM

VOO

Vanguard S&P 500

$17,543

MSSM

Morgan Stanley Pathway Funds - Small-Mid Cap Equity

[…]

MeasureVOOMSSM

Fee0.03%0.89%

Cost on $10k a year$3$89

Yield1.07%2.71%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.7%17.7%

3–1measures won
VOO first

2.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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%

$122BAssets$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: VOO, MSSM, IVV

Today

92.7%most shared, VOO and IVV

VOOMSSMIVV

VOO—2.3%92.7%

MSSM2.3%—2.5%

IVV92.7%2.5%—

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

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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