MAXJ vs ERTH

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

MAXJ vs ERTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

MAXJ

$147M

ERTH

$147M

Expense Ratio

Winner

MAXJ

0.50%

ERTH

0.66%

Max Drawdown

Winner

MAXJ

6.35%

ERTH

64.45%

Sharpe Ratio

Winner

MAXJ

1.80

ERTH

0.78

5Y Beta

Winner

MAXJ

0.26

ERTH

0.87

5Y Dividends CAGR

MAXJ

N/A

ERTH

23.87%

MAXJ vs ERTH - Holdings Comparison

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

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

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

MAXJ vs ERTH - Historical Returns

Returns include dividend reinvestment.

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

Winner

MAXJ

+0.64%

ERTH

-1.96%

MAXJ

+2.17%

Winner

ERTH

+4.24%

MAXJ

+3.38%

Winner

ERTH

+3.94%

MAXJ

+9.57%

Winner

ERTH

+16.95%

5Y(CAGR)

MAXJ

N/A

ERTH

-4.61%

10Y(CAGR)

MAXJ

N/A

ERTH

+6.89%

Max(CAGR)

Winner

MAXJ

+8.56%

ERTH

+5.00%

MAXJ vs ERTH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

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

MAXJ vs ERTH Drawdown Comparison

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

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

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

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

Correlation

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

0.89

-101

Dividend Comparison (2009 - 2026)

MAXJ vs ERTH dividend yield comparison.

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