Compare · 2 funds side by side · dividends reinvested

MART and VTI

MARTAllianzIM×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

MART and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+13.4%+13.5%+24.0%+11.5%−8.9%13.1%$689B1.4

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 5, 2026 · returns include dividends · since: MART 2023 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

MART

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested

MARTMeasureVTI

+11.9%Year to dateJan 1 → Nov 5+13.4%

+13.9%1 yearTotal return+13.5%

+18.2%3 years · per year$10,000 became $16,502 · $19,059+24.0%

[…]5 years · per year$10,000 became […] · $17,257+11.5%

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

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−5.3%Worst dropSmaller is better−8.9%

7.3%VolatilityLower is calmer13.1%

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

3–4VTI 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 VTI: Top 5 Holdings

Today

MART

[…]in top 5

VTI

in top 525.0%

MARTStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MART vs VTI Returns, Every Period

AllianzIMMART

+13.9%

past year

VTIVanguard

+13.5%

past year

MARTVTIFaded: behind in that period

1–2VTI wins

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

Defined Outcome vs Core: MART vs VTI

YTD

AllianzIMMART

+11.9%

VTIVanguard

+13.4%

+11.9%Year to date+13.4%

−5.3%Worst drop · 1Y−8.9%

7.3%Volatility · 1Y13.1%

0.0%Yield1.0%

$29.3MAssets$689B

2–2level

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

Cost, Income and Risk

Fees: MART, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

MART0.74%$74

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

Yields: MART, VTI

1.05%highest, VTI

FundTrailing yieldYield$10k

VTI1.05%$105

MART0.00%$0

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

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, VTI

Today

[…]holdings […]

MARTVTI

MART—[…]

VTI[…]—

End-of-day Nov 5, 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

VTIWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

VTIMART

+13.4%Year to date+11.9%

1.0%Yield0.0%

+13.5%Past year+13.9%

0.03%Fee0.74%

3–1VTI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026