IVVM vs. MAXJ ETF Comparison
Comparison of iShares Large Cap Moderate Buffer ETF (IVVM) to iShares Large Cap Max Buffer Jun ETF (MAXJ)
IVVM
iShares Large Cap Moderate Buffer ETF
IVVM Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against approximately the first 5% of Underlying ETF losses and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.17
Average Daily Volume
23,049
1
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
1
Performance
Period | IVVM | MAXJ |
---|---|---|
30 Days | 2.19% | 1.00% |
60 Days | 3.71% | 1.60% |
90 Days | 5.31% | 2.61% |
12 Months | 19.22% |
1 Overlapping Holdings
Symbol | Grade | Weight in IVVM | Weight in MAXJ | Overlap | |
---|---|---|---|---|---|
IVV | A | 98.49% | 98.38% | 98.38% |
IVVM Overweight 0 Positions Relative to MAXJ
Symbol | Grade | Weight |
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IVVM Underweight 0 Positions Relative to MAXJ
Symbol | Grade | Weight |
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IVVM: Top Represented Industries & Keywords
MAXJ: Top Represented Industries & Keywords