MART vs SPY

AMART

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common[…]MART and SPY

MART

SPY

AllianzIM U.S. Equity Buffer10 Mar ETF · $29MState Street SPDR S&P 500 ETF · $805B

+16.9%3 years · per year$15,973 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

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

0.00%12-mo yield$0 · $103 on $10k1.03%

−5.3%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMART · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−2.7%	+8.9%	+11.2%	+16.9%	new	−5.3%	$29M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	−2.7%	+8.9%	+11.2%	+16.9%	new	−5.3%	$29M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs SPY

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

SPY

SPDR S&P 500

$17,099

MeasureMARTSPY

Fee0.74%0.09%

Cost on $10k a year$74$9

Yield0.00%1.03%

5 years, per year[…]+11.3%

3 years, per year+16.9%+22.0%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.8%13.6%

3–2measures won
SPY first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: MART, SPY, VOO

Today

93.5%most shared, SPY and VOO

MARTSPYVOO

MART—[…][…]

SPY[…]—93.5%

VOO[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

MART$0 − $74 = −$74

KeptFee

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