MART vs VTI

AMART

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common[…]MART and VTI

MART

VTI

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MVanguard Morningstar Total Stock Market ETF · $689B

+16.6%3 years · per year$15,864 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

0.74%Expense ratio$74 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $109 on $10k1.09%

−5.3%Worst dropSmaller wins−8.9%

7.8%VolatilityLower wins13.7%

2–3VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMART · VTI

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

Held in common[…]

End-of-day Nov 6, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk	0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs VTI

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureMARTVTI

Fee0.74%0.03%

Cost on $10k a year$74$3

Yield0.00%1.09%

5 years, per year[…]+10.4%

3 years, per year+16.6%+21.7%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.8%13.7%

3–2measures won
VTI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: MART, VTI, IVV

Today

85.5%most shared, VTI and IVV

MARTVTIIVV

MART—[…][…]

VTI[…]—85.5%

IVV[…]85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee