XMAR vs SPY

AXMAR

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−1.5%XMAR · worst fall in 1Y

Held in common[…]XMAR and SPY

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March · $160MState Street SPDR S&P 500 ETF · $792B

+11.0%3 years · per year$13,677 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

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

Cards for this view

XMAR

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March

[…]

SPY

SPDR S&P 500

$17,481

MeasureXMARSPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield0.00%1.00%

5 years, per year[…]+11.8%

3 years, per year+11.0%+21.8%

Worst drop · 1Y−1.5%−8.9%

Volatility · 1Y3.4%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AXMAR	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchRead Desk	0.85%	0.00%	+0.3%	+9.8%	+11.0%	+11.0%	new	−1.5%	$160M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AXMAR	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchRead Desk	0.85%	0.00%	+0.3%	+9.8%	+11.0%	+11.0%	new	−1.5%	$160M

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