Compare · 3 funds side by side · dividends reinvested

MART, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

MART, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.6

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%$805B2.1

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+11.9%+13.9%+18.2%[…]−5.3%7.3%$29M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MART 2023 · SPY 1993 · IVV 2000

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 · $805B$17,099

$10,000 five years ago, dividends reinvested

MARTMeasureSPY

+11.9%Year to dateJan 1 → Nov 5+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 5, 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 527.7%

MARTStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: MART vs IVV

YTD

AllianzIMMART

+11.9%

IVViShares

+13.4%

+11.9%Year to date+13.4%

−5.3%Worst drop · 1Y−8.9%

7.3%Volatility · 1Y12.9%

0.0%Yield1.1%

$29.3MAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

MART0.74%$74

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MART, SPY, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

MART0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MART, SPY, IVV

Today

99.9%most shared, SPY and IVV

MARTSPYIVV

MART—[…][…]

SPY[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%MART, at 7.3% volatility

MARTWorst drop−5.3%7.3% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+13.4%Year to date+13.3%

1.1%Yield1.0%

+13.5%Past year+13.4%

0.03%Fee0.09%

4–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 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 5, 2026