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

Number of Holdings *

1

* 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 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
IVVM Underweight 0 Positions Relative to MAXJ
Symbol Grade Weight

IVVM: Top Represented Industries & Keywords

Industries:

MAXJ: Top Represented Industries & Keywords

Industries:
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