MART vs SPY

AMART

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income1.00%SPY · $100 on $10k

Smallest drop−5.3%MART · worst fall in 1Y

Held in common[…]MART and SPY

AllianzIM U.S. Equity Buffer10 Mar ETF · $29MState Street SPDR S&P 500 ETF · $806B

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

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

0.74%Expense ratio$74 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $100 on $10k1.00%

Cards for this view

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

SPY

SPDR S&P 500

$17,337

MeasureMARTSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield0.00%1.00%

5 years, per year[…]+11.6%

3 years, per year+16.4%+21.6%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.9%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−0.2%	+11.2%	+12.8%	+16.4%	new	−5.3%	$29M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$473.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−0.2%	+11.2%	+12.8%	+16.4%	new	−5.3%	$29M

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