MART vs SPYM

AMART

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common[…]MART and SPYM

MART

SPYM

AllianzIM U.S. Equity Buffer10 Mar ETF · $29MState Street SPDR Portfolio S&P 500 ETF · $185B

+18.2%3 years · per year$16,502 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.74%Expense ratio$74 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $101 on $10k1.01%

−5.3%Worst dropSmaller wins−8.9%

7.3%VolatilityLower wins12.8%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMART · SPYM

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+1.2%	+11.9%	+13.9%	+18.2%	new	−5.3%	$29M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+1.2%	+11.9%	+13.9%	+18.2%	new	−5.3%	$29M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs SPYM

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureMARTSPYM

Fee0.74%0.02%

Cost on $10k a year$74$2

Yield0.00%1.01%

5 years, per year[…]+12.6%

3 years, per year+18.2%+24.3%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.3%12.8%

3–2measures won
SPYM first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: MART, SPYM

Today

[…]holdings […]

MARTSPYM

MART—[…]

SPYM[…]—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

MART$0 − $74 = −$74

KeptFee

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