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AUGW vs MAXJ

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF (AUGW, ETF) and ISHARES LARGE CAP MAX BUFFER JUN ETF (MAXJ, ETF).

AUGW vs MAXJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AUGW
$137M
MAXJ
$137M
Expense Ratio
AUGW
0.74%
Winner
MAXJ
0.50%
Max Drawdown
AUGW
8.76%
Winner
MAXJ
6.35%
Sharpe Ratio
Winner
AUGW
1.73
MAXJ
1.63
5Y Beta
AUGW
0.40
Winner
MAXJ
0.26

AUGW vs MAXJ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AUGW
+0.73%
MAXJ
+0.62%
3M
Winner
AUGW
+4.62%
MAXJ
+2.73%
6M
Winner
AUGW
+4.68%
MAXJ
+3.34%
1Y
Winner
AUGW
+12.13%
MAXJ
+8.42%
Max(CAGR)
Winner
AUGW
+11.17%
MAXJ
+8.55%

AUGW vs MAXJ - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearAUGWMAXJ
2026+4.07%+2.98%
2025+11.11%+9.08%
2024+13.44%+4.55%
2023+3.32%N/A

AUGW vs MAXJ Drawdown Comparison

The maximum drawdown for AUGW was -8.76%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for MAXJ was -6.35%, occurring on Apr 4, 2025. Recovery took 61 trading sessions.

The current AUGW drawdown is -0.10%. The current MAXJ drawdown is -0.05%.

RankAUGWMAXJ
#1-8.76%
Feb 19, 2025 - May 19, 2025
-6.35%
Feb 19, 2025 - May 16, 2025
#2-4.44%
Aug 1, 2023 - Nov 20, 2023
-1.76%
Jul 16, 2024 - Aug 15, 2024
#3-3.20%
Feb 25, 2026 - Apr 9, 2026
-1.70%
Feb 25, 2026 - Apr 9, 2026
#4-2.77%
Jul 30, 2024 - Aug 15, 2024
-1.51%
Aug 30, 2024 - Sep 13, 2024
#5-2.07%
Apr 1, 2024 - May 6, 2024
-1.40%
May 19, 2025 - Jun 2, 2025
#6-1.79%
Aug 30, 2024 - Sep 16, 2024
-0.94%
Dec 26, 2024 - Jan 17, 2025
#7-1.66%
Oct 27, 2025 - Nov 28, 2025
-0.92%
Oct 22, 2024 - Nov 6, 2024
#8-1.52%
Dec 6, 2024 - Jan 21, 2025
-0.91%
Dec 11, 2024 - Dec 26, 2024
#9-1.40%
May 19, 2025 - Jun 3, 2025
-0.67%
Jun 16, 2025 - Jun 23, 2025
#10-1.23%
Dec 28, 2023 - Jan 10, 2024
-0.67%
Nov 8, 2024 - Nov 22, 2024
#11-1.11%
Oct 18, 2024 - Nov 6, 2024
-0.60%
Jun 12, 2025 - Jun 16, 2025
#12-1.02%
Oct 8, 2025 - Oct 20, 2025
-0.58%
Sep 26, 2024 - Oct 9, 2024
#13-0.89%
Jan 23, 2025 - Feb 6, 2025
-0.53%
Nov 12, 2025 - Nov 26, 2025
#14-0.87%
Feb 2, 2026 - Feb 9, 2026
-0.49%
Jan 24, 2025 - Feb 6, 2025
#15-0.83%
Jan 29, 2024 - Feb 2, 2024
-0.42%
Feb 2, 2026 - Feb 9, 2026

Correlation

Correlation between AUGW and MAXJ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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