Compare · 2 funds side by side · dividends reinvested

FMAY and MART

FMAYFirst Trust×MARTAllianzIM×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,871FMAY · best of the two

02 / 04

FMAY and MART, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+9.0%+11.1%+16.6%[…]−5.3%7.8%$28M1.1

FT Vest U.S. Equity Buffer ETF - MayDefined Outcome · Buffer0.85%0.00%+4.8%+6.4%+13.7%+8.3%−4.2%8.0%$1.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FMAY 2020 · MART 2023

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - May · $1.5B$14,871

FMAY

MART

AllianzIM U.S. Equity Buffer10 Mar ETF · $28M[…]

$10,000 five years ago, dividends reinvested

FMAYMeasureMART

+4.8%Year to dateJan 1 → Nov 6+9.0%

+6.4%1 yearTotal return+11.1%

+13.7%3 years · per year$10,000 became $14,711 · $15,864+16.6%

+8.3%5 years · per year$10,000 became $14,871 · […][…]

0.85%Expense ratio$85 · $74 a year on $10k · lower is better0.74%

0.00%Trailing 12-mo yield$0 · $0 a year on $10k0.00%

−4.2%Worst dropSmaller is better−5.3%

8.0%VolatilityLower is calmer7.8%

FMAYMART Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5MART wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FMAY vs MART: Top 5 Holdings

Today

FMAY

[…]in top 5

MART

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FMAY vs MART Returns, Every Period

First TrustFMAY

+6.4%

past year

MARTAllianzIM

+11.1%

past year

FMAYMARTFaded: behind in that period

0–3MART wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FMAY vs MART

YTD

First TrustFMAY

+4.8%

MARTAllianzIM

+9.0%

+4.8%Year to date+9.0%

−4.2%Worst drop · 1Y−5.3%

8.0%Volatility · 1Y7.8%

0.0%Yield0.0%

$1.5BAssets$28.4M

2–1MART wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FMAY, MART

Today

0.74%lowest, MART

FundExpense ratioFee$10k

MART0.74%$74

FMAY0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FMAY, MART

0.00%highest, FMAY

FundTrailing yieldYield$10k

FMAY0.00%$0

MART0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$74most kept, MART

MART$0 − $74 = −$74

FMAY$0 − $85 = −$85

KeptFee

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

Overlap: FMAY, MART

Today

[…]holdings […]

FMAYMART

FMAY—[…]

MART[…]—

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

Return vs Bumpiness: 2 ETFs

+11.1%MART, at 7.8% volatility

MARTWorst drop−5.3%7.8% vol

FMAYWorst drop−4.2%8.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FMAYMART

+4.8%Year to date+9.0%

0.0%Yield0.0%

+6.4%Past year+11.1%

0.85%Fee0.74%

3–0MART wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026