MART vs AIYY

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and YIELDMAX(R) AI OPTION INCOME STRATEGY ETF (AIYY, ETF).

MART vs AIYY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MART(ETF)	AIYY(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.74%	0.99%
Max Drawdown	11.61%	95.84%
Sharpe Ratio	1.88	-1.31
5Y Beta	0.61	1.55

Net Assets

Winner

MART

$30M

AIYY

$30M

Expense Ratio

Winner

MART

0.74%

AIYY

0.99%

Max Drawdown

Winner

MART

11.61%

AIYY

95.84%

Sharpe Ratio

Winner

MART

1.88

AIYY

-1.31

5Y Beta

Winner

MART

0.61

AIYY

1.55

MART vs AIYY - Historical Returns

Returns include dividend reinvestment.

Period	MART	AIYY
1 month	+0.61%	+17.04%
3 months	+7.10%	+10.61%
6 months	+8.21%	-30.52%
1 year	+18.14%	-55.25%
Max(CAGR)	+16.90%	-40.65%

MART

+0.61%

Winner

AIYY

+17.04%

MART

+7.10%

Winner

AIYY

+10.61%

Winner

MART

+8.21%

AIYY

-30.52%

Winner

MART

+18.14%

AIYY

-55.25%

Max(CAGR)

Winner

MART

+16.90%

AIYY

-40.65%

MART vs AIYY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	MART	AIYY
2026	+7.38%	-24.75%
2025	+14.94%	-58.87%
2024	+15.85%	-15.10%
2023	+16.94%	-1.63%

MART vs AIYY Drawdown Comparison

The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for AIYY was -79.13%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current MART drawdown is -1.00%. The current AIYY drawdown is -74.74%.

Rank	MART	AIYY
#1	-11.61% Feb 19, 2025 - May 16, 2025	-79.13% Dec 19, 2023 - Mar 27, 2026
#2	-6.47% Jul 28, 2023 - Nov 14, 2023	-10.61% Dec 1, 2023 - Dec 19, 2023
#3	-5.46% Jul 16, 2024 - Aug 21, 2024	-2.11% Nov 29, 2023 - Dec 1, 2023
#4	-5.30% Mar 2, 2026 - Apr 13, 2026	N/A
#5	-3.60% Mar 28, 2024 - May 10, 2024	N/A
#6	-3.33% Mar 6, 2023 - Mar 29, 2023	N/A
#7	-2.76% Aug 30, 2024 - Sep 19, 2024	N/A
#8	-2.17% Jan 23, 2025 - Feb 5, 2025	N/A
#9	-2.14% Nov 12, 2025 - Nov 26, 2025	N/A
#10	-2.08% Jun 1, 2026 - Jun 10, 2026	N/A
#11	-1.74% May 19, 2025 - Jun 3, 2025	N/A
#12	-1.72% May 1, 2023 - May 17, 2023	N/A
#13	-1.57% Dec 11, 2024 - Dec 24, 2024	N/A
#14	-1.53% Apr 18, 2023 - Apr 28, 2023	N/A
#15	-1.47% Dec 26, 2024 - Jan 17, 2025	N/A

Correlation

Correlation between MART and AIYY is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101