MART vs SPY
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
MART vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MART
$30M
Winner
SPY
$735B
Expense Ratio
MART
0.74%
Winner
SPY
0.09%
Max Drawdown
Winner
MART
11.61%
SPY
56.47%
Sharpe Ratio
Winner
MART
1.93
SPY
1.62
5Y Beta
Winner
MART
0.61
SPY
1.00
P/E Ratio
MART
N/A
SPY
28.99
Forward P/E
MART
N/A
SPY
22.37
5Y Dividends CAGR
MART
N/A
SPY
5.43%
5Y EPS CAGR
MART
N/A
SPY
26.05%
Debt to Equity
MART
N/A
SPY
32.40%
P/S Ratio
MART
N/A
SPY
3.74
P/B Ratio
MART
N/A
SPY
5.61
MART vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MART
+1.23%
Winner
SPY
+1.90%
3M
MART
+5.27%
Winner
SPY
+8.55%
6M
MART
+7.98%
Winner
SPY
+8.18%
1Y
MART
+19.17%
Winner
SPY
+25.79%
5Y(CAGR)
MART
N/A
SPY
+13.32%
10Y(CAGR)
MART
N/A
SPY
+15.19%
Max(CAGR)
Winner
MART
+16.91%
SPY
+8.47%
MART vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MART | SPY |
|---|---|---|
| 2026 | +7.08% | +8.26% |
| 2025 | +14.94% | +18.00% |
| 2024 | +15.85% | +25.59% |
| 2023 | +16.94% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MART vs SPY Drawdown Comparison
The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MART drawdown is -1.28%. The current SPY drawdown is -2.90%.
| Rank | MART | SPY |
|---|---|---|
| #1 | -11.61% Feb 19, 2025 - May 16, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -6.47% Jul 28, 2023 - Nov 14, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.46% Jul 16, 2024 - Aug 21, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.30% Mar 2, 2026 - Apr 13, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.60% Mar 28, 2024 - May 10, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.33% Mar 6, 2023 - Mar 29, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.76% Aug 30, 2024 - Sep 19, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.17% Jan 23, 2025 - Feb 5, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.14% Nov 12, 2025 - Nov 26, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.74% May 19, 2025 - Jun 3, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.72% May 1, 2023 - May 17, 2023 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.57% Dec 11, 2024 - Dec 24, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.53% Apr 18, 2023 - Apr 28, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.47% Dec 26, 2024 - Jan 17, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.44% Oct 8, 2025 - Oct 20, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MART and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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