MART vs VSHY
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF (VSHY, ETF).
MART vs VSHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MART
$30M
Winner
VSHY
$31M
Expense Ratio
MART
0.74%
Winner
VSHY
0.39%
Max Drawdown
MART
11.61%
Winner
VSHY
6.18%
Sharpe Ratio
Winner
MART
1.88
VSHY
0.84
5Y Beta
MART
0.61
Winner
VSHY
0.19
MART vs VSHY - Historical Returns
Returns include dividend reinvestment.
1M
MART
+0.61%
Winner
VSHY
+0.86%
3M
Winner
MART
+7.10%
VSHY
+2.54%
6M
Winner
MART
+8.21%
VSHY
+2.63%
1Y
Winner
MART
+18.14%
VSHY
+6.93%
Max(CAGR)
Winner
MART
+16.90%
VSHY
+8.36%
MART vs VSHY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MART | VSHY |
|---|---|---|
| 2026 | +7.38% | +2.37% |
| 2025 | +14.94% | +6.85% |
| 2024 | +15.85% | +8.56% |
| 2023 | +16.94% | +3.75% |
MART vs VSHY Drawdown Comparison
The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for VSHY was -4.55%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current MART drawdown is -1.00%.
| Rank | MART | VSHY |
|---|---|---|
| #1 | -11.61% Feb 19, 2025 - May 16, 2025 | -4.55% Feb 28, 2025 - May 20, 2025 |
| #2 | -6.47% Jul 28, 2023 - Nov 14, 2023 | -2.07% Nov 26, 2024 - Feb 20, 2025 |
| #3 | -5.46% Jul 16, 2024 - Aug 21, 2024 | -1.86% Mar 22, 2024 - May 15, 2024 |
| #4 | -5.30% Mar 2, 2026 - Apr 13, 2026 | -1.73% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -3.60% Mar 28, 2024 - May 10, 2024 | -1.09% Oct 27, 2025 - Dec 3, 2025 |
| #6 | -3.33% Mar 6, 2023 - Mar 29, 2023 | -1.03% May 8, 2026 - May 27, 2026 |
| #7 | -2.76% Aug 30, 2024 - Sep 19, 2024 | -0.95% Dec 29, 2023 - Jan 30, 2024 |
| #8 | -2.17% Jan 23, 2025 - Feb 5, 2025 | -0.93% Jul 31, 2024 - Aug 13, 2024 |
| #9 | -2.14% Nov 12, 2025 - Nov 26, 2025 | -0.89% Oct 1, 2025 - Oct 20, 2025 |
| #10 | -2.08% Jun 1, 2026 - Jun 10, 2026 | -0.79% Sep 27, 2024 - Nov 7, 2024 |
| #11 | -1.74% May 19, 2025 - Jun 3, 2025 | -0.75% May 15, 2024 - Jun 3, 2024 |
| #12 | -1.72% May 1, 2023 - May 17, 2023 | -0.57% Jul 3, 2025 - Jul 21, 2025 |
| #13 | -1.57% Dec 11, 2024 - Dec 24, 2024 | -0.56% Feb 12, 2024 - Feb 23, 2024 |
| #14 | -1.53% Apr 18, 2023 - Apr 28, 2023 | -0.54% Nov 8, 2024 - Nov 19, 2024 |
| #15 | -1.47% Dec 26, 2024 - Jan 17, 2025 | -0.51% Feb 1, 2024 - Feb 12, 2024 |
Correlation
Correlation between MART and VSHY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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