MAXJ vs. AOA ETF Comparison

Comparison of iShares Large Cap Max Buffer Jun ETF (MAXJ) to iShares Core Aggressive Allocation ETF (AOA)
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
AOA

iShares Core Aggressive Allocation ETF

AOA Description The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive 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

$78.36

Average Daily Volume

89,875

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period MAXJ AOA
30 Days 1.00% 0.80%
60 Days 1.60% 0.55%
90 Days 2.61% 1.60%
12 Months 21.04%
1 Overlapping Holdings
Symbol Grade Weight in MAXJ Weight in AOA Overlap
IVV A 98.38% 46.29% 46.29%
MAXJ Overweight 0 Positions Relative to AOA
Symbol Grade Weight
MAXJ Underweight 6 Positions Relative to AOA
Symbol Grade Weight
IDEV D -21.41%
IUSB C -16.78%
IEMG D -8.28%
IAGG A -3.0%
IJH A -2.8%
IJR B -1.33%

MAXJ: Top Represented Industries & Keywords

Industries:
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