AOM vs. MAXJ ETF Comparison

Comparison of iShares Core Moderate Allocation ETF (AOM) to iShares Large Cap Max Buffer Jun ETF (MAXJ)
AOM

iShares Core Moderate Allocation ETF

AOM Description

The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Grade (RS Rating)

Last Trade

$44.32

Average Daily Volume

101,787

Number of Holdings *

7

* may have additional holdings in another (foreign) market
MAXJ

iShares Large Cap Max Buffer Jun ETF

MAXJ Description The fund invests at least 80% of its net assets in securities or other instruments that provide exposure to securities of large capitalization companies or that provide for the upside limit on gains or the downside protection against the losses of securities of large capitalization companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.32

Average Daily Volume

50,962

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period AOM MAXJ
30 Days 0.41% 1.00%
60 Days -0.70% 1.60%
90 Days 0.24% 2.61%
12 Months 14.05%
1 Overlapping Holdings
Symbol Grade Weight in AOM Weight in MAXJ Overlap
IVV A 23.23% 98.38% 23.23%
AOM Overweight 6 Positions Relative to MAXJ
Symbol Grade Weight
IUSB C 50.54%
IDEV D 10.74%
IAGG A 9.03%
IEMG D 4.16%
IJH A 1.4%
IJR B 0.67%
AOM Underweight 0 Positions Relative to MAXJ
Symbol Grade Weight

MAXJ: Top Represented Industries & Keywords

Industries:
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