MART vs RFFC

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and ALPS ACTIVE EQUITY OPPORTUNITY ETF (RFFC, ETF).

MART vs RFFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MART(ETF)	RFFC(ETF)
Net Assets	$30M	$30M
Expense Ratio	0.74%	0.48%
Max Drawdown	11.61%	36.48%
Sharpe Ratio	1.59	1.48
5Y Beta	0.61	0.88
P/E Ratio	N/A	29.67
Forward P/E	N/A	24.18
PEG Ratio	N/A	0.82
5Y Dividends CAGR	N/A	2.53%
5Y EPS CAGR	N/A	21.36%
P/S Ratio	N/A	3.24
P/B Ratio	N/A	6.36

Net Assets

Winner

MART

$30M

RFFC

$30M

Expense Ratio

MART

0.74%

Winner

RFFC

0.48%

Max Drawdown

Winner

MART

11.61%

RFFC

36.48%

Sharpe Ratio

Winner

MART

1.59

RFFC

1.48

5Y Beta

Winner

MART

0.61

RFFC

0.88

P/E Ratio

MART

N/A

RFFC

29.67

Forward P/E

MART

N/A

RFFC

24.18

PEG Ratio

MART

N/A

RFFC

0.82

5Y Dividends CAGR

MART

N/A

RFFC

2.53%

5Y EPS CAGR

MART

N/A

RFFC

21.36%

P/S Ratio

MART

N/A

RFFC

3.24

P/B Ratio

MART

N/A

RFFC

6.36

MART vs RFFC - Historical Returns

Returns include dividend reinvestment.

Period	MART	RFFC
1 month	+0.72%	+0.63%
3 months	+4.32%	+5.16%
6 months	+8.29%	+8.68%
1 year	+15.98%	+23.68%
5 years(CAGR)	N/A	+11.83%
10 years(CAGR)	N/A	+12.58%
Max(CAGR)	+16.72%	+12.67%

Winner

MART

+0.72%

RFFC

+0.63%

MART

+4.32%

Winner

RFFC

+5.16%

MART

+8.29%

Winner

RFFC

+8.68%

MART

+15.98%

Winner

RFFC

+23.68%

5Y(CAGR)

MART

N/A

RFFC

+11.83%

10Y(CAGR)

MART

N/A

RFFC

+12.58%

Max(CAGR)

Winner

MART

+16.72%

RFFC

+12.67%

MART vs RFFC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MART	RFFC
2026	+8.63%	+10.94%
2025	+14.94%	+16.92%
2024	+15.85%	+24.35%
2023	+16.94%	+20.33%
2022	N/A	-15.09%
2021	N/A	+24.49%
2020	N/A	+11.33%
2019	N/A	+23.52%
2018	N/A	-11.08%
2017	N/A	+19.84%
2016	N/A	+8.90%

MART vs RFFC Drawdown Comparison

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

The maximum drawdown for RFFC was -36.26%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current MART drawdown is -0.32%. The current RFFC drawdown is -1.17%.

Rank	MART	RFFC
#1	-11.61% Feb 19, 2025 - May 16, 2025	-36.26% Feb 12, 2020 - Sep 2, 2020
#2	-6.47% Jul 28, 2023 - Nov 14, 2023	-24.26% Sep 20, 2018 - Dec 20, 2019
#3	-5.46% Jul 16, 2024 - Aug 21, 2024	-22.28% Jan 4, 2022 - Dec 18, 2023
#4	-5.30% Mar 2, 2026 - Apr 13, 2026	-18.45% Feb 13, 2025 - Jul 3, 2025
#5	-3.60% Mar 28, 2024 - May 10, 2024	-10.33% Jan 26, 2018 - Jun 11, 2018
#6	-3.33% Mar 6, 2023 - Mar 29, 2023	-9.25% Feb 25, 2026 - Apr 17, 2026
#7	-2.76% Aug 30, 2024 - Sep 19, 2024	-9.15% Sep 2, 2020 - Oct 12, 2020
#8	-2.17% Jan 23, 2025 - Feb 5, 2025	-8.35% Oct 12, 2020 - Nov 16, 2020
#9	-2.14% Nov 12, 2025 - Nov 26, 2025	-7.69% Jul 16, 2024 - Aug 23, 2024
#10	-2.08% Jun 1, 2026 - Jul 6, 2026	-6.82% Feb 12, 2021 - Apr 1, 2021
#11	-1.74% May 19, 2025 - Jun 3, 2025	-6.05% Sep 2, 2021 - Oct 28, 2021
#12	-1.72% May 1, 2023 - May 17, 2023	-6.03% Jul 25, 2017 - Sep 27, 2017
#13	-1.57% Dec 11, 2024 - Dec 24, 2024	-5.58% Nov 16, 2021 - Jan 3, 2022
#14	-1.53% Apr 18, 2023 - Apr 28, 2023	-5.00% Aug 15, 2016 - Nov 10, 2016
#15	-1.47% Dec 26, 2024 - Jan 17, 2025	-4.83% Mar 21, 2024 - May 15, 2024