Compare · 2 funds side by side · dividends reinvested

MART and BUFR

MARTAllianzIM×BUFRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,821BUFR · best of the two

02 / 04

MART and BUFR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest Laddered Buffer ETFDefined Outcome · Buffer0.10%0.00%+9.1%+10.8%+16.4%+9.6%−4.6%6.7%$10.9B1.4

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+10.6%+12.6%+18.1%[…]−5.3%7.2%$29M1.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: MART 2023 · BUFR 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Laddered Buffer ETF · $10.9B$15,821

BUFR

MART

AllianzIM U.S. Equity Buffer10 Mar ETF · $29M[…]

$10,000 five years ago, dividends reinvested

BUFRMeasureMART

+9.1%Year to dateJan 1 → Nov 3+10.6%

+10.8%1 yearTotal return+12.6%

+16.4%3 years · per year$10,000 became $15,761 · $16,474+18.1%

+9.6%5 years · per year$10,000 became $15,821 · […][…]

0.10%Expense ratio$10 · $74 a year on $10k · lower is better0.74%

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

−4.6%Worst dropSmaller is better−5.3%

6.7%VolatilityLower is calmer7.2%

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

3–3Level

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

More Ways to See the Pairs

BUFR vs MART: Top 5 Holdings

Today

BUFR

41.9%in top 5

MART

in top 5[…]

BUFRStockMART

8.4%FOCTnot top 5

8.4%FNOVnot top 5

8.4%FSEPnot top 5

8.4%FMARnot top 5

8.3%FDECnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

BUFR vs MART Returns, Every Period

First TrustBUFR

+10.8%

past year

MARTAllianzIM

+12.6%

past year

BUFRMARTFaded: behind in that period

0–3MART wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BUFR vs MART

YTD

First TrustBUFR

+9.1%

MARTAllianzIM

+10.6%

+9.1%Year to date+10.6%

−4.6%Worst drop · 1Y−5.3%

6.7%Volatility · 1Y7.2%

0.0%Yield0.0%

$10.9BAssets$28.9M

2–1BUFR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, BUFR

Today

0.10%lowest, BUFR

FundExpense ratioFee$10k

BUFR0.10%$10

MART0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MART, BUFR

0.00%highest, MART

FundTrailing yieldYield$10k

MART0.00%$0

BUFR0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, BUFR

BUFR$0 − $10 = −$10

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MART, BUFR

Today

[…]holdings […]

MARTBUFR

MART—[…]

BUFR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%MART, at 7.2% volatility

BUFRWorst drop−4.6%6.7% vol

MARTWorst drop−5.3%7.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MARTBUFR

+10.6%Year to date+9.1%

0.0%Yield0.0%

+12.6%Past year+10.8%

0.74%Fee0.10%

2–1MART wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026