MART vs VOO
AllianzIM US Equity Buffer10 Mar ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MART | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $30M | $979.0B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 5 | 509 | |
| YTD Return | +10.43% | +13.79% | |
| 1Y Return | +16.95% | +23.01% | |
| 3Y Return (annualized) | +16.00% | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 7.8% | 14.1% | |
| Max Drawdown | -11.6% | -34.3% | |
| Fund Family | AllianzIM | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 28, 2023 | Sep 7, 2010 |
MART vs VOO Performance
AllianzIM US Equity Buffer10 Mar ETF (MART) is a ETF from AllianzIM and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MART returned +16.95% while VOO returned +23.01%. Year to date, MART is up 10.43% versus a gain of 13.79% for VOO.
Over three years, MART compounded at +16.00% per year against +21.78% for VOO. Across the full 3-year window we track, MART has the edge at +16.99% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.8% for MART. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -11.6% for MART and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
MART charges 0.74% per year while VOO charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, MART currently yields 0.00% against 1.09% for VOO.
Frequently Asked Questions
Which is cheaper, MART or VOO?
MART has an expense ratio of 0.74% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, MART or VOO?
Over the past year MART returned +16.95% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), MART annualized +16.99% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, MART or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 7.8% for MART. Worst drawdown: MART -11.6% vs VOO -34.3%.
Should I hold both MART and VOO?
MART and VOO have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
Which pays a higher dividend, MART or VOO?
MART yields 0.00% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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