ERTH vs MAXJ

Comparison between INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF) and ISHARES LARGE CAP MAX BUFFER JUN ETF (MAXJ, ETF).

ERTH vs MAXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ERTH(ETF)	MAXJ(ETF)
Net Assets	$147M	$147M
Expense Ratio	0.66%	0.50%
Max Drawdown	64.45%	6.35%
Sharpe Ratio	0.78	1.80
5Y Beta	0.87	0.26
5Y Dividends CAGR	23.87%	N/A

Net Assets

ERTH

$147M

Winner

MAXJ

$147M

Expense Ratio

ERTH

0.66%

Winner

MAXJ

0.50%

Max Drawdown

ERTH

64.45%

Winner

MAXJ

6.35%

Sharpe Ratio

ERTH

0.78

Winner

MAXJ

1.80

5Y Beta

ERTH

0.87

Winner

MAXJ

0.26

5Y Dividends CAGR

ERTH

23.87%

MAXJ

N/A

ERTH vs MAXJ - Holdings Comparison

ERTH and MAXJ have 0 common holdings. Overlap is 0.00%

ERTH's top 25 holdings weight is 61.82%. MAXJ's top 25 holdings weight is 111.16%.

Rank	ERTH	MAXJ
#1	NVIDIA CORP (NVDA) - 5.65%	ISHARES CORE S&P 500 ETF (IVV) - 111.16%
#2	DIGITAL REALTY TRUST INC (DLR) - 5.24%	N/A
#3	TESLA INC (TSLA) - 5.13%	N/A
#4	BYD CO LTD CLASS H (n/a) - 4.62%	N/A
#5	VESTAS WIND SYSTEMS AS (n/a) - 4.41%	N/A
#6	FIRST SOLAR INC (FSLR) - 4.06%	N/A
#7	NEXTPOWER INC CLASS A (NXT) - 2.88%	N/A
#8	n/a (n/a) - 2.30%	N/A
#9	n/a (n/a) - 2.16%	N/A
#10	SCENTRE GROUP (n/a) - 2.05%	N/A
#11	n/a (n/a) - 2.05%	N/A
#12	KINGSPAN GROUP PLC (n/a) - 2.02%	N/A
#13	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 2.01%	N/A
#14	LG ENERGY SOLUTION LTD (n/a) - 1.83%	N/A
#15	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.69%	N/A
#16	CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.61%	N/A
#17	XPENG INC CLASS A (n/a) - 1.51%	N/A
#18	ADVANCED DRAINAGE SYSTEMS INC (WMS) - 1.51%	N/A
#19	LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 1.46%	N/A
#20	NIO INC CLASS A (n/a) - 1.46%	N/A
#21	DARLING INGREDIENTS INC (DAR) - 1.39%	N/A
#22	ENPHASE ENERGY INC (ENPH) - 1.29%	N/A
#23	KLEPIERRE (n/a) - 1.27%	N/A
#24	ORMAT TECHNOLOGIES INC (ORA) - 1.19%	N/A
#25	ALSTOM SA (n/a) - 1.03%	N/A
Total Holdings	180	1

ERTH vs MAXJ - Historical Returns

Returns include dividend reinvestment.

Period	ERTH	MAXJ
1 month	-1.96%	+0.64%
3 months	+4.24%	+2.17%
6 months	+3.94%	+3.38%
1 year	+16.95%	+9.57%
5 years(CAGR)	-4.61%	N/A
10 years(CAGR)	+6.89%	N/A
Max(CAGR)	+5.00%	+8.56%

ERTH

-1.96%

Winner

MAXJ

+0.64%

Winner

ERTH

+4.24%

MAXJ

+2.17%

Winner

ERTH

+3.94%

MAXJ

+3.38%

Winner

ERTH

+16.95%

MAXJ

+9.57%

5Y(CAGR)

ERTH

-4.61%

MAXJ

N/A

10Y(CAGR)

ERTH

+6.89%

MAXJ

N/A

Max(CAGR)

ERTH

+5.00%

Winner

MAXJ

+8.56%

ERTH vs MAXJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	ERTH	MAXJ
2026	+1.89%	+2.84%
2025	+17.91%	+9.08%
2024	-11.64%	+4.55%
2023	+0.74%	N/A
2022	-28.33%	N/A
2021	+2.37%	N/A
2020	+50.30%	N/A
2019	+36.44%	N/A
2018	-13.57%	N/A
2017	+29.61%	N/A
2016	+14.40%	N/A
2015	+2.69%	N/A
2014	-7.08%	N/A
2013	+35.26%	N/A
2012	+6.01%	N/A
2011	-18.81%	N/A
2010	+5.64%	N/A
2009	+30.84%	N/A
2008	-48.52%	N/A
2007	+43.32%	N/A
2006	+1.70%	N/A

ERTH vs MAXJ Drawdown Comparison

The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.

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

The current ERTH drawdown is -30.31%. The current MAXJ drawdown is -0.03%.

Rank	ERTH	MAXJ
#1	-64.45% Dec 26, 2007 - Feb 23, 2017	-6.35% Feb 19, 2025 - May 16, 2025
#2	-51.73% Nov 1, 2021 - Apr 8, 2025	-1.76% Jul 16, 2024 - Aug 15, 2024
#3	-36.65% Feb 20, 2020 - Jul 17, 2020	-1.70% Feb 25, 2026 - Apr 9, 2026
#4	-21.96% Jan 26, 2018 - Apr 18, 2019	-1.51% Aug 30, 2024 - Sep 13, 2024
#5	-16.53% Jan 7, 2021 - Oct 28, 2021	-1.40% May 19, 2025 - Jun 2, 2025
#6	-12.19% Jul 13, 2007 - Oct 1, 2007	-0.94% Dec 26, 2024 - Jan 17, 2025
#7	-10.41% Feb 26, 2007 - Apr 24, 2007	-0.92% Oct 22, 2024 - Nov 6, 2024
#8	-10.08% Jul 1, 2019 - Oct 28, 2019	-0.91% Dec 11, 2024 - Dec 26, 2024
#9	-8.40% Nov 8, 2007 - Dec 6, 2007	-0.67% Jun 16, 2025 - Jun 23, 2025
#10	-8.19% Sep 2, 2020 - Oct 5, 2020	-0.67% Nov 8, 2024 - Nov 22, 2024
#11	-8.11% Oct 16, 2020 - Nov 6, 2020	-0.60% Jun 12, 2025 - Jun 16, 2025
#12	-7.37% May 3, 2019 - Jun 27, 2019	-0.58% Sep 26, 2024 - Oct 9, 2024
#13	-6.38% Dec 6, 2006 - Feb 6, 2007	-0.53% Nov 12, 2025 - Nov 26, 2025
#14	-6.19% Dec 10, 2007 - Dec 24, 2007	-0.49% Jan 24, 2025 - Feb 6, 2025
#15	-4.92% Oct 31, 2017 - Jan 3, 2018	-0.42% Feb 2, 2026 - Feb 9, 2026

Correlation

Correlation between ERTH and MAXJ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2009 - 2026)

ERTH vs MAXJ dividend yield comparison.

Year	ERTH	MAXJ
2026	0.13%	0.00%
2025	1.46%	1.01%
2024	1.00%	0.81%
2023	1.28%	0.00%
2022	1.22%	0.00%
2021	15.33%	0.00%
2020	0.21%	0.00%
2019	0.71%	0.00%
2018	0.61%	0.00%
2017	0.87%	0.00%
2016	1.06%	0.00%
2015	0.79%	0.00%
2014	0.83%	0.00%
2013	0.85%	0.00%
2012	1.07%	0.00%
2011	0.86%	0.00%
2010	0.02%	0.00%
2009	0.21%	0.00%