Compare · 3 funds side by side · dividends reinvested

MART, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

MART, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+8.9%+11.2%+16.9%[…]−5.3%7.8%$28M1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.3

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MART

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

MARTMeasureSPYM

+8.9%Year to dateJan 1 → Nov 5+8.4%

+11.2%1 yearTotal return+9.8%

+16.9%3 years · per year$10,000 became $15,973 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.74%Expense ratio$74 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−5.3%Worst dropSmaller is better−8.9%

7.8%VolatilityLower is calmer13.6%

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

4–3MART 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 SPYM: Top 5 Holdings

Today

MART

[…]in top 5

SPYM

in top 527.7%

MARTStockSPYM

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 SPYM Returns, Every Period

AllianzIMMART

+11.2%

past year

SPYMSPDR

+9.8%

past year

MARTSPYMFaded: behind in that period

2–1MART wins

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

Defined Outcome vs Core: MART vs IVV

YTD

AllianzIMMART

+8.9%

IVViShares

+8.4%

+8.9%Year to date+8.4%

−5.3%Worst drop · 1Y−8.9%

7.8%Volatility · 1Y13.6%

0.0%Yield1.1%

$28.4MAssets$850B

3–1MART wins

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

Cost, Income and Risk

Fees: MART, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

MART0.74%$74

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

Yields: MART, SPYM, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

MART0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MARTSPYMIVV

MART—[…][…]

SPYM[…]—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

+11.2%MART, at 7.8% volatility

MARTWorst drop−5.3%7.8% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVMART

+8.4%Year to date+8.9%

1.1%Yield0.0%

+9.7%Past year+11.2%

0.03%Fee0.74%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026