Compare · 2 funds side by side · dividends reinvested

MART and SPY

MARTAllianzIM×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

MART and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+11.9%+13.9%+18.2%[…]−5.3%7.3%$29M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MART 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

MART

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested

MARTMeasureSPY

+11.9%Year to dateJan 1 → Nov 4+13.3%

+13.9%1 yearTotal return+13.4%

+18.2%3 years · per year$10,000 became $16,502 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.74%Expense ratio$74 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−5.3%Worst dropSmaller is better−8.9%

7.3%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MART vs SPY: Top 5 Holdings

Today

MART

[…]in top 5

SPY

in top 527.3%

MARTStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MART vs SPY Returns, Every Period

AllianzIMMART

+13.9%

past year

SPYSPDR

+13.4%

past year

MARTSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: MART vs SPY

YTD

AllianzIMMART

+11.9%

SPYSPDR

+13.3%

+11.9%Year to date+13.3%

−5.3%Worst drop · 1Y−8.9%

7.3%Volatility · 1Y12.9%

0.0%Yield1.0%

$28.9MAssets$798B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MART0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MART, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

MART0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, SPY

Today

[…]holdings […]

MARTSPY

MART—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.9%MART, at 7.3% volatility

MARTWorst drop−5.3%7.3% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMART

+13.3%Year to date+11.9%

1.0%Yield0.0%

+13.4%Past year+13.9%

0.09%Fee0.74%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026