LEGR vs DMAX

Comparison between FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF (LEGR, ETF) and ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF).

LEGR vs DMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEGR(ETF)	DMAX(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.65%	0.50%
Max Drawdown	36.12%	3.37%
Sharpe Ratio	1.45	1.65
5Y Beta	0.78	0.17
P/E Ratio	22.37	N/A
Forward P/E	17.05	N/A
PEG Ratio	0.51	N/A
5Y Dividends CAGR	26.41%	N/A
5Y EPS CAGR	16.35%	N/A
P/S Ratio	0.25	N/A
P/B Ratio	3.36	N/A

Net Assets

Winner

LEGR

$137M

DMAX

$137M

Expense Ratio

LEGR

0.65%

Winner

DMAX

0.50%

Max Drawdown

LEGR

36.12%

Winner

DMAX

3.37%

Sharpe Ratio

LEGR

1.45

Winner

DMAX

1.65

5Y Beta

LEGR

0.78

Winner

DMAX

0.17

P/E Ratio

LEGR

22.37

DMAX

N/A

Forward P/E

LEGR

17.05

DMAX

N/A

PEG Ratio

LEGR

0.51

DMAX

N/A

5Y Dividends CAGR

LEGR

26.41%

DMAX

N/A

5Y EPS CAGR

LEGR

16.35%

DMAX

N/A

P/S Ratio

LEGR

0.25

DMAX

N/A

P/B Ratio

LEGR

3.36

DMAX

N/A

LEGR vs DMAX - Holdings Comparison

LEGR and DMAX have 0 common holdings. Overlap is 0.00%

LEGR's top 25 holdings weight is 41.28%. DMAX's top 25 holdings weight is 106.58%.

Rank	LEGR	DMAX
#1	ADVANCED MICRO DEVICES INC (AMD) - 3.15%	ISHARES CORE S&P 500 ETF (IVV) - 106.58%
#2	MICRON TECHNOLOGY INC (MU) - 3.14%	N/A
#3	INTEL CORP (INTC) - 2.85%	N/A
#4	INFINEON TECHNOLOGIES AG (n/a) - 2.64%	N/A
#5	SAMSUNG ELECTRONICS CO LTD (n/a) - 2.24%	N/A
#6	ORACLE CORP (ORCL) - 1.84%	N/A
#7	MORGAN STANLEY (MS) - 1.66%	N/A
#8	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.59%	N/A
#9	n/a (TSM) - 1.59%	N/A
#10	AMAZON.COM INC (AMZN) - 1.46%	N/A
#11	NVIDIA CORP (NVDA) - 1.45%	N/A
#12	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.39%	N/A
#13	NOKIA OYJ ADR (NOK) - 1.39%	N/A
#14	BAIDU INC ADR (BIDU) - 1.33%	N/A
#15	MICROSOFT CORP (MSFT) - 1.31%	N/A
#16	n/a (n/a) - 1.29%	N/A
#17	JD.COM INC ADR (JD) - 1.29%	N/A
#18	CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.26%	N/A
#19	NORDEA BANK ABP (n/a) - 1.24%	N/A
#20	SOFTBANK CORP (n/a) - 1.21%	N/A
#21	SALESFORCE INC (CRM) - 1.20%	N/A
#22	HONEYWELL INTERNATIONAL INC (HON) - 1.20%	N/A
#23	PAYPAL HOLDINGS INC (PYPL) - 1.20%	N/A
#24	SAP SE (n/a) - 1.18%	N/A
#25	n/a (n/a) - 1.18%	N/A
Total Holdings	113	1

LEGR vs DMAX - Historical Returns

Returns include dividend reinvestment.

Period	LEGR	DMAX
1 month	+3.15%	+0.42%
3 months	+14.17%	+2.34%
6 months	+13.29%	+2.76%
1 year	+27.31%	+7.97%
5 years(CAGR)	+11.60%	N/A
10 years(CAGR)	+12.01%	N/A
Max(CAGR)	+12.01%	+7.06%

Winner

LEGR

+3.15%

DMAX

+0.42%

Winner

LEGR

+14.17%

DMAX

+2.34%

Winner

LEGR

+13.29%

DMAX

+2.76%

Winner

LEGR

+27.31%

DMAX

+7.97%

5Y(CAGR)

LEGR

+11.60%

DMAX

N/A

10Y(CAGR)

LEGR

+12.01%

DMAX

N/A

Max(CAGR)

Winner

LEGR

+12.01%

DMAX

+7.06%

LEGR vs DMAX - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LEGR	DMAX
2026	+9.69%	+2.29%
2025	+31.26%	+7.81%
2024	+17.51%	N/A
2023	+20.55%	N/A
2022	-20.19%	N/A
2021	+18.02%	N/A
2020	+16.98%	N/A
2019	+27.74%	N/A
2018	-14.10%	N/A

LEGR vs DMAX Drawdown Comparison

The maximum drawdown for LEGR was -36.12%, occurring on Mar 16, 2020. Recovery took 188 trading sessions.

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

The current LEGR drawdown is -2.56%. The current DMAX drawdown is -0.09%.

Rank	LEGR	DMAX
#1	-36.12% Feb 12, 2020 - Nov 9, 2020	-3.37% Feb 19, 2025 - May 16, 2025
#2	-31.46% Jan 12, 2022 - Mar 7, 2024	-1.41% Feb 25, 2026 - Apr 13, 2026
#3	-19.98% Sep 25, 2018 - Apr 17, 2019	-0.64% Nov 11, 2025 - Nov 25, 2025
#4	-14.25% Feb 18, 2025 - May 8, 2025	-0.56% Jan 6, 2025 - Jan 17, 2025
#5	-11.20% Jan 29, 2018 - Aug 29, 2018	-0.55% May 16, 2025 - Jun 3, 2025
#6	-10.39% Jan 29, 2026 - Apr 17, 2026	-0.49% Jul 25, 2025 - Aug 8, 2025
#7	-8.58% Jul 24, 2019 - Nov 5, 2019	-0.48% Jun 2, 2026 - Jun 10, 2026
#8	-7.78% Apr 29, 2019 - Jul 3, 2019	-0.47% Jan 22, 2025 - Feb 18, 2025
#9	-7.24% Jul 12, 2024 - Aug 23, 2024	-0.46% Feb 2, 2026 - Feb 9, 2026
#10	-6.42% Nov 8, 2021 - Jan 11, 2022	-0.42% Oct 8, 2025 - Oct 20, 2025
#11	-6.39% Oct 28, 2025 - Dec 19, 2025	-0.41% Jan 6, 2026 - Jan 27, 2026
#12	-5.51% Jun 2, 2026 - Jun 10, 2026	-0.30% Feb 9, 2026 - Feb 20, 2026
#13	-5.09% Sep 3, 2021 - Oct 15, 2021	-0.28% Nov 3, 2025 - Nov 10, 2025
#14	-4.86% Apr 3, 2024 - May 6, 2024	-0.24% Aug 28, 2025 - Sep 5, 2025
#15	-4.78% Jan 21, 2021 - Feb 5, 2021	-0.24% Jun 12, 2025 - Jun 23, 2025