MART vs SPYM

AMART

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 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 · $28MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.9%3 years · per year$15,973 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

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

0.00%12-mo yield$0 · $106 on $10k1.06%

−5.3%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMART · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
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%	$28M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
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%	$28M

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 SPYM

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureMARTSPYM

Fee0.74%0.02%

Cost on $10k a year$74$2

Yield0.00%1.06%

5 years, per year[…]+11.4%

3 years, per year+16.9%+22.1%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.8%13.6%

3–2measures won
SPYM 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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: MART, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MARTSPYMIVV

MART—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

MART$0 − $74 = −$74

KeptFee

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