MARM vs XYLD

MARM vs XYLD

Which is better, MARM or XYLD?

XYLD has been ahead.

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

Lower Fees: XYLDHigher Returns: XYLD

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

MetricMARMXYLD
Expense Ratio0.85%0.60%Best
AUM$107M$3.4B
Dividend Yield0.00%10.44%
Holdings101,014
YTD Return+4.78%+11.42%Best
1Y Return+6.26%+18.43%Best
3Y Return (annualized)-+13.38%
5Y Return (annualized)-+7.59%
Volatility (annualized)1.9%Best6.4%
Max Drawdown-2.7%Best-16.1%
$10,000 over 2.5 years$11,848$13,454Best
Fund FamilyFirst Trust Portfolios (US)Global X by mirae Asset
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMar 26, 2024Jun 21, 2013

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 XYLD 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 VTIXYLD against:XYLD vs VXUS

MARM vs XYLD Performance

FT Vest US Equity Max Buffer ETF - March (MARM) is an ETF from First Trust Portfolios (US) and Global X S&P 500 Covered Call ETF (XYLD) is an ETF from Global X by mirae Asset. Over the past year MARM returned +6.26% while XYLD returned +18.43%. Year to date, MARM is up 4.78% versus a gain of 11.42% for XYLD.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XYLD has been the more volatile fund, with annualized monthly volatility of 6.4% 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 -16.1% for XYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MARM charges 0.85% per year while XYLD charges 0.60%. On a $10,000 position that is $85 vs $60 annually, a gap of $25 per year that compounds over a long holding period. On income, MARM currently yields 0.00% against 10.44% for XYLD.

You are not choosing between two funds in isolation.

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

MARMXYLD

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Frequently Asked Questions

Which is cheaper, MARM or XYLD?

MARM has an expense ratio of 0.85% while XYLD charges 0.60%. XYLD is the cheaper option, by $25 a year on a $10,000 investment.

Which performed better, MARM or XYLD?

Over the past year MARM returned +6.26% vs +18.43% for XYLD, so XYLD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MARM or XYLD?

XYLD has been the more volatile fund at 6.4% annualized versus 1.9% for MARM. Worst drawdown: MARM -2.7% vs XYLD -16.1%.

Should I hold both MARM and XYLD?

MARM and XYLD have a monthly-return correlation of 0.46, 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 XYLD?

MARM yields 0.00% while XYLD yields 10.44%, so XYLD currently pays the higher dividend yield.

Is XYLD better than MARM?

XYLD has a lower expense ratio. XYLD 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.