BKF vs MMAX

Comparison between ISHARES MSCI BIC ETF (BKF, ETF) and ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF).

BKF vs MMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKF(ETF)	MMAX(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.72%	0.50%
Max Drawdown	70.38%	1.93%
Sharpe Ratio	-0.50	1.74
5Y Beta	0.61	0.11
5Y Dividends CAGR	5.99%	N/A

Net Assets

Winner

BKF

$74M

MMAX

$74M

Expense Ratio

BKF

0.72%

Winner

MMAX

0.50%

Max Drawdown

BKF

70.38%

Winner

MMAX

1.93%

Sharpe Ratio

BKF

-0.50

Winner

MMAX

1.74

5Y Beta

BKF

0.61

Winner

MMAX

0.11

5Y Dividends CAGR

BKF

5.99%

MMAX

N/A

BKF vs MMAX - Holdings Comparison

BKF and MMAX have 0 common holdings. Overlap is 0.00%

BKF's top 25 holdings weight is 39.24%. MMAX's top 25 holdings weight is 110.77%.

Rank	BKF	MMAX
#1	TENCENT HOLDINGS LTD (n/a) - 8.30%	ISHARES CORE S&P 500 ETF (IVV) - 110.77%
#2	n/a (n/a) - 5.47%	N/A
#3	HDFC BANK LTD (n/a) - 2.22%	N/A
#4	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.04%	N/A
#5	RELIANCE INDUSTRIES LTD (n/a) - 1.88%	N/A
#6	ICICI BANK LTD (n/a) - 1.81%	N/A
#7	n/a (n/a) - 1.41%	N/A
#8	XIAOMI CORP CLASS B (n/a) - 1.30%	N/A
#9	BHARTI AIRTEL LTD (n/a) - 1.29%	N/A
#10	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.26%	N/A
#11	VALE SA (n/a) - 1.20%	N/A
#12	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 1.19%	N/A
#13	MEITUAN CLASS B (n/a) - 1.17%	N/A
#14	n/a (n/a) - 1.14%	N/A
#15	PDD HOLDINGS INC ADR (PDD) - 1.09%	N/A
#16	n/a (n/a) - 1.06%	N/A
#17	NETEASE INC ORDINARY SHARES (n/a) - 1.04%	N/A
#18	BANK OF CHINA LTD CLASS H (n/a) - 1.00%	N/A
#19	BYD CO LTD CLASS H (n/a) - 0.94%	N/A
#20	n/a (n/a) - 0.83%	N/A
#21	TATA STEEL LTD (n/a) - 0.33%	N/A
#22	KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 0.33%	N/A
#23	n/a (n/a) - 0.32%	N/A
#24	AXIA ENERGIA (n/a) - 0.32%	N/A
#25	WEG SA (n/a) - 0.30%	N/A
Total Holdings	672	1

BKF vs MMAX - Historical Returns

Returns include dividend reinvestment.

Period	BKF	MMAX
1 month	+1.66%	+0.48%
3 months	-6.15%	+1.10%
6 months	-11.39%	+3.00%
1 year	-6.12%	+6.36%
5 years(CAGR)	-2.92%	N/A
10 years(CAGR)	+4.10%	N/A
Max(CAGR)	-0.01%	+7.13%

Winner

BKF

+1.66%

MMAX

+0.48%

BKF

-6.15%

Winner

MMAX

+1.10%

BKF

-11.39%

Winner

MMAX

+3.00%

BKF

-6.12%

Winner

MMAX

+6.36%

5Y(CAGR)

BKF

-2.92%

MMAX

N/A

10Y(CAGR)

BKF

+4.10%

MMAX

N/A

Max(CAGR)

BKF

-0.01%

Winner

MMAX

+7.13%

BKF vs MMAX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BKF	MMAX
2026	-11.65%	+3.30%
2025	+22.60%	+5.88%
2024	+10.72%	N/A
2023	-0.05%	N/A
2022	-22.07%	N/A
2021	-12.20%	N/A
2020	+13.55%	N/A
2019	+22.20%	N/A
2018	-16.34%	N/A
2017	+39.96%	N/A
2016	+14.49%	N/A
2015	-13.80%	N/A
2014	-1.59%	N/A
2013	-7.94%	N/A
2012	+11.08%	N/A
2011	-25.92%	N/A
2010	+5.60%	N/A
2009	+74.98%	N/A
2008	-56.80%	N/A
2007	+3.73%	N/A

BKF vs MMAX Drawdown Comparison

The maximum drawdown for BKF was -70.29%, occurring on Nov 20, 2008. Recovery took 2552 trading sessions.

The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.

The current BKF drawdown is -26.55%. The current MMAX drawdown is -0.17%.

Rank	BKF	MMAX
#1	-70.29% Dec 6, 2007 - Jan 26, 2018	-1.93% Apr 2, 2025 - May 2, 2025
#2	-49.17% Feb 17, 2021 - Oct 24, 2022	-0.46% Jun 2, 2026 - Jul 2, 2026
#3	-33.31% Jan 26, 2018 - Oct 12, 2020	-0.36% May 5, 2025 - May 12, 2025
#4	-5.86% Nov 20, 2007 - Nov 28, 2007	-0.35% May 16, 2025 - Jun 2, 2025
#5	-5.08% Jan 25, 2021 - Feb 5, 2021	-0.34% Nov 12, 2025 - Nov 25, 2025
#6	-2.86% Dec 17, 2020 - Dec 30, 2020	-0.28% May 13, 2025 - May 16, 2025
#7	-2.85% Nov 27, 2020 - Dec 16, 2020	-0.27% Aug 18, 2025 - Aug 22, 2025
#8	-2.66% Oct 23, 2020 - Nov 4, 2020	-0.23% Oct 27, 2025 - Nov 10, 2025
#9	-2.54% Nov 9, 2020 - Nov 24, 2020	-0.23% Feb 2, 2026 - Feb 9, 2026
#10	-1.89% Jan 8, 2021 - Jan 14, 2021	-0.20% May 11, 2026 - May 22, 2026
#11	-1.68% Oct 12, 2020 - Oct 21, 2020	-0.20% Jul 15, 2026 - Jul 17, 2026
#12	-1.30% Jan 5, 2021 - Jan 8, 2021	-0.17% Jul 29, 2025 - Aug 6, 2025
#13	-1.21% Jan 14, 2021 - Jan 19, 2021	-0.17% Oct 9, 2025 - Oct 14, 2025
#14	-1.04% Jan 20, 2021 - Jan 25, 2021	-0.17% Jan 9, 2026 - Jan 22, 2026
#15	-0.68% Nov 24, 2020 - Nov 27, 2020	-0.16% Jun 12, 2025 - Jun 23, 2025

Correlation

Correlation between BKF and MMAX is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (2008 - 2026)

BKF vs MMAX dividend yield comparison.

Year	BKF	MMAX
2026	0.38%	0.00%
2025	1.79%	1.31%
2024	2.37%	0.00%
2023	1.68%	0.00%
2022	2.04%	0.00%
2021	2.93%	0.00%
2020	1.02%	0.00%
2019	1.66%	0.00%
2018	2.33%	0.00%
2017	1.51%	0.00%
2016	1.82%	0.00%
2015	3.15%	0.00%
2014	3.01%	0.00%
2013	2.40%	0.00%
2012	2.06%	0.00%
2011	2.25%	0.00%
2010	1.74%	0.00%
2009	0.87%	0.00%
2008	2.15%	0.00%