Compare · 2 funds side by side · dividends reinvested

MART and SPY

MARTAllianzIM×SPYSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,337SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

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%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B1.4

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+11.2%+12.8%+16.4%[…]−5.3%7.9%$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 12, 2026 · returns include dividends · since: MART 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $806B$17,337

SPY

MART

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

$10,000 five years ago, dividends reinvested

SPYMeasureMART

+11.9%

More Ways to See the Pairs

SPY vs MART: Top 5 Holdings

Today

SPY

26.8%in top 5

MART

in top 5[…]

SPYStockMART

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: MART, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.2%

+12.0%1 yearTotal return+12.8%

+21.6%3 years · per year$10,000 became $17,968 · $15,758+16.4%

+11.6%5 years · per year$10,000 became $17,337 · […][…]

0.09%Expense ratio$9 · $74 a year on $10k · lower is better0.74%

1.00%Trailing 12-mo yield$100 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−5.3%

13.7%VolatilityLower is calmer7.9%

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

4–3SPY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

SPY vs MART Returns, Every Period

1Y

SPDRSPY

+12.0%

past year

MARTAllianzIM

+12.8%

past year

SPYMARTFaded: behind in that period

2–1SPY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Defined Outcome: SPY vs MART

YTD

SPDRSPY

+11.9%

MARTAllianzIM

+11.2%

+11.9%Year to date+11.2%

−8.9%Worst drop · 1Y−5.3%

13.7%Volatility · 1Y7.9%

1.0%Yield0.0%

$806BAssets$29.1M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SPY1.00%$100

MART0.00%$0

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MART, SPY

Today

[…]holdings […]

MARTSPY

MART—[…]

SPY[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%MART, at 7.9% volatility

MARTWorst drop−5.3%7.9% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMART

+11.9%Year to date+11.2%

1.0%Yield0.0%

+12.0%Past year+12.8%

0.09%Fee0.74%

3–1SPY wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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MART and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two