Compare · 2 funds side by side · dividends reinvested

MART and VOO

MARTAllianzIM×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

MART and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+10.6%+12.6%+18.1%[…]−5.3%7.2%$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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MART

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested

MARTMeasureVOO

+10.6%Year to dateJan 1 → Nov 4+11.5%

+12.6%1 yearTotal return+11.9%

+18.1%3 years · per year$10,000 became $16,474 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.74%Expense ratio$74 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $107 a year on $10k1.07%

−5.3%Worst dropSmaller is better−8.9%

7.2%VolatilityLower is calmer12.7%

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

3–4VOO 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 VOO: Top 5 Holdings

Today

MART

[…]in top 5

VOO

in top 528.3%

MARTStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common[…]

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

MART vs VOO Returns, Every Period

AllianzIMMART

+12.6%

past year

VOOVanguard

+11.9%

past year

MARTVOOFaded: behind in that period

1–2VOO wins

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

Defined Outcome vs Core: MART vs VOO

YTD

AllianzIMMART

+10.6%

VOOVanguard

+11.5%

+10.6%Year to date+11.5%

−5.3%Worst drop · 1Y−8.9%

7.2%Volatility · 1Y12.7%

0.0%Yield1.1%

$28.9MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: MART, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MART0.74%$74

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

Yields: MART, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

MART0.00%$0

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, VOO

Today

[…]holdings […]

MARTVOO

MART—[…]

VOO[…]—

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

Return vs Bumpiness: 2 ETFs

+12.6%MART, at 7.2% volatility

MARTWorst drop−5.3%7.2% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

VOOMART

+11.5%Year to date+10.6%

1.1%Yield0.0%

+11.9%Past year+12.6%

0.03%Fee0.74%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

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 4, 2026