DMAX vs MAXJ

Comparison between ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF) and ISHARES LARGE CAP MAX BUFFER JUN ETF (MAXJ, ETF).

DMAX vs MAXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMAX(ETF)	MAXJ(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.50%	0.50%
Max Drawdown	3.37%	6.35%
Sharpe Ratio	1.65	1.61
5Y Beta	0.17	0.26

Net Assets

DMAX

$137M

Winner

MAXJ

$137M

Expense Ratio

DMAX

0.50%

MAXJ

0.50%

Max Drawdown

Winner

DMAX

3.37%

MAXJ

6.35%

Sharpe Ratio

Winner

DMAX

1.65

MAXJ

1.61

5Y Beta

Winner

DMAX

0.17

MAXJ

0.26

DMAX vs MAXJ - Holdings Comparison

DMAX and MAXJ have 1 common holdings. Overlap is 106.58%

DMAX's top 25 holdings weight is 106.58%. MAXJ's top 25 holdings weight is 112.83%.

Rank	DMAX	MAXJ
#1	ISHARES CORE S&P 500 ETF (IVV) - 106.58%	ISHARES CORE S&P 500 ETF (IVV) - 112.83%
#2	N/A	N/A
#3	N/A	N/A
#4	N/A	N/A
#5	N/A	N/A
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	1

DMAX vs MAXJ - Historical Returns

Returns include dividend reinvestment.

Period	DMAX	MAXJ
1 month	+0.42%	+0.62%
3 months	+2.34%	+2.73%
6 months	+2.76%	+3.34%
1 year	+7.97%	+8.42%
Max(CAGR)	+7.06%	+8.55%

DMAX

+0.42%

Winner

MAXJ

+0.62%

DMAX

+2.34%

Winner

MAXJ

+2.73%

DMAX

+2.76%

Winner

MAXJ

+3.34%

DMAX

+7.97%

Winner

MAXJ

+8.42%

Max(CAGR)

DMAX

+7.06%

Winner

MAXJ

+8.55%

DMAX vs MAXJ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	DMAX	MAXJ
2026	+2.29%	+2.98%
2025	+7.81%	+9.08%
2024	N/A	+4.55%

DMAX vs MAXJ Drawdown Comparison

The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

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

The current DMAX drawdown is -0.09%. The current MAXJ drawdown is -0.05%.

Rank	DMAX	MAXJ
#1	-3.37% Feb 19, 2025 - May 16, 2025	-6.35% Feb 19, 2025 - May 16, 2025
#2	-1.41% Feb 25, 2026 - Apr 13, 2026	-1.76% Jul 16, 2024 - Aug 15, 2024
#3	-0.64% Nov 11, 2025 - Nov 25, 2025	-1.70% Feb 25, 2026 - Apr 9, 2026
#4	-0.56% Jan 6, 2025 - Jan 17, 2025	-1.51% Aug 30, 2024 - Sep 13, 2024
#5	-0.55% May 16, 2025 - Jun 3, 2025	-1.40% May 19, 2025 - Jun 2, 2025
#6	-0.49% Jul 25, 2025 - Aug 8, 2025	-0.94% Dec 26, 2024 - Jan 17, 2025
#7	-0.48% Jun 2, 2026 - Jun 10, 2026	-0.92% Oct 22, 2024 - Nov 6, 2024
#8	-0.47% Jan 22, 2025 - Feb 18, 2025	-0.91% Dec 11, 2024 - Dec 26, 2024
#9	-0.46% Feb 2, 2026 - Feb 9, 2026	-0.67% Jun 16, 2025 - Jun 23, 2025
#10	-0.42% Oct 8, 2025 - Oct 20, 2025	-0.67% Nov 8, 2024 - Nov 22, 2024
#11	-0.41% Jan 6, 2026 - Jan 27, 2026	-0.60% Jun 12, 2025 - Jun 16, 2025
#12	-0.30% Feb 9, 2026 - Feb 20, 2026	-0.58% Sep 26, 2024 - Oct 9, 2024
#13	-0.28% Nov 3, 2025 - Nov 10, 2025	-0.53% Nov 12, 2025 - Nov 26, 2025
#14	-0.24% Aug 28, 2025 - Sep 5, 2025	-0.49% Jan 24, 2025 - Feb 6, 2025
#15	-0.24% Jun 12, 2025 - Jun 23, 2025	-0.42% Feb 2, 2026 - Feb 9, 2026