MARM vs SSO

MARM vs SSO

Which is better, MARM or SSO?

SSO has been ahead.

SSO has a lower expense ratio. SSO led over 1Y and the full window.

Lower Fees: SSOHigher Returns: SSO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMARMSSO
Expense Ratio0.85%0.84%Best
AUM$107M$9.2B
Dividend Yield0.00%0.69%
Holdings10521
YTD Return+4.78%+21.98%Best
1Y Return+6.26%+28.56%Best
3Y Return (annualized)-+37.60%
5Y Return (annualized)-+17.88%
Volatility (annualized)1.9%Best24.5%
Max Drawdown-2.7%Best-35.2%
$10,000 over 2.5 years$11,848$18,273Best
Fund FamilyFirst Trust Portfolios (US)ProShares
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMar 26, 2024Jun 19, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 27, 2024 to Oct 14, 2026 (2.5 years).

MARM vs SSO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.5 years both funds cover.

Compare MARM against instead:MARM vs SPYMARM vs QQQMARM vs VOOMARM vs VTISSO against:SSO vs VXUS

MARM vs SSO Performance

FT Vest US Equity Max Buffer ETF - March (MARM) is an ETF from First Trust Portfolios (US) and ProShares Ultra S&P500 (SSO) is an ETF from ProShares. Over the past year MARM returned +6.26% while SSO returned +28.56%. Year to date, MARM is up 4.78% versus a gain of 21.98% for SSO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SSO has been the more volatile fund, with annualized monthly volatility of 24.5% compared with 1.9% for MARM. 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 -2.7% for MARM and -35.2% for SSO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

MARM charges 0.85% per year while SSO charges 0.84%. On a $10,000 position that is $85 vs $84 annually, a gap of $1 per year that compounds over a long holding period. On income, MARM currently yields 0.00% against 0.69% for SSO.

You are not choosing between two funds in isolation.

Whichever of MARM and SSO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MARMSSO

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Frequently Asked Questions

Which is cheaper, MARM or SSO?

MARM has an expense ratio of 0.85% while SSO charges 0.84%. SSO is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, MARM or SSO?

Over the past year MARM returned +6.26% vs +28.56% for SSO, so SSO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MARM or SSO?

SSO has been the more volatile fund at 24.5% annualized versus 1.9% for MARM. Worst drawdown: MARM -2.7% vs SSO -35.2%.

Should I hold both MARM and SSO?

MARM and SSO have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MARM or SSO?

MARM yields 0.00% while SSO yields 0.69%, so SSO currently pays the higher dividend yield.

Is SSO better than MARM?

SSO has a lower expense ratio. SSO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.