MAXJ vs LEGR

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

MAXJ vs LEGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAXJ(ETF)	LEGR(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.50%	0.65%
Max Drawdown	6.35%	36.12%
Sharpe Ratio	1.63	1.50
5Y Beta	0.26	0.78
P/E Ratio	N/A	22.37
Forward P/E	N/A	17.05
PEG Ratio	N/A	0.51
5Y Dividends CAGR	N/A	26.41%
5Y EPS CAGR	N/A	16.35%
P/S Ratio	N/A	0.25
P/B Ratio	N/A	3.36

Net Assets

MAXJ

$137M

Winner

LEGR

$137M

Expense Ratio

Winner

MAXJ

0.50%

LEGR

0.65%

Max Drawdown

Winner

MAXJ

6.35%

LEGR

36.12%

Sharpe Ratio

Winner

MAXJ

1.63

LEGR

1.50

5Y Beta

Winner

MAXJ

0.26

LEGR

0.78

P/E Ratio

MAXJ

N/A

LEGR

22.37

Forward P/E

MAXJ

N/A

LEGR

17.05

PEG Ratio

MAXJ

N/A

LEGR

0.51

5Y Dividends CAGR

MAXJ

N/A

LEGR

26.41%

5Y EPS CAGR

MAXJ

N/A

LEGR

16.35%

P/S Ratio

MAXJ

N/A

LEGR

0.25

P/B Ratio

MAXJ

N/A

LEGR

3.36

MAXJ vs LEGR - Holdings Comparison

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

MAXJ's top 25 holdings weight is 112.83%. LEGR's top 25 holdings weight is 41.28%.

Rank	MAXJ	LEGR
#1	ISHARES CORE S&P 500 ETF (IVV) - 112.83%	ADVANCED MICRO DEVICES INC (AMD) - 3.15%
#2	N/A	MICRON TECHNOLOGY INC (MU) - 3.14%
#3	N/A	INTEL CORP (INTC) - 2.85%
#4	N/A	INFINEON TECHNOLOGIES AG (n/a) - 2.64%
#5	N/A	SAMSUNG ELECTRONICS CO LTD (n/a) - 2.24%
#6	N/A	ORACLE CORP (ORCL) - 1.84%
#7	N/A	MORGAN STANLEY (MS) - 1.66%
#8	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.59%
#9	N/A	n/a (TSM) - 1.59%
#10	N/A	AMAZON.COM INC (AMZN) - 1.46%
#11	N/A	NVIDIA CORP (NVDA) - 1.45%
#12	N/A	MITSUBISHI UFJ FINANCIAL GROUP INC ADR (MUFG) - 1.39%
#13	N/A	NOKIA OYJ ADR (NOK) - 1.39%
#14	N/A	BAIDU INC ADR (BIDU) - 1.33%
#15	N/A	MICROSOFT CORP (MSFT) - 1.31%
#16	N/A	n/a (n/a) - 1.29%
#17	N/A	JD.COM INC ADR (JD) - 1.29%
#18	N/A	CHINA CITIC BANK CORP LTD CLASS H (n/a) - 1.26%
#19	N/A	NORDEA BANK ABP (n/a) - 1.24%
#20	N/A	SOFTBANK CORP (n/a) - 1.21%
#21	N/A	SALESFORCE INC (CRM) - 1.20%
#22	N/A	HONEYWELL INTERNATIONAL INC (HON) - 1.20%
#23	N/A	PAYPAL HOLDINGS INC (PYPL) - 1.20%
#24	N/A	SAP SE (n/a) - 1.18%
#25	N/A	n/a (n/a) - 1.18%
Total Holdings	1	113

MAXJ vs LEGR - Historical Returns

Returns include dividend reinvestment.

Period	MAXJ	LEGR
1 month	+0.43%	+5.28%
3 months	+2.74%	+14.33%
6 months	+3.37%	+14.83%
1 year	+8.29%	+28.83%
5 years(CAGR)	N/A	+11.93%
10 years(CAGR)	N/A	+12.16%
Max(CAGR)	+8.55%	+12.16%

MAXJ

+0.43%

Winner

LEGR

+5.28%

MAXJ

+2.74%

Winner

LEGR

+14.33%

MAXJ

+3.37%

Winner

LEGR

+14.83%

MAXJ

+8.29%

Winner

LEGR

+28.83%

5Y(CAGR)

MAXJ

N/A

LEGR

+11.93%

10Y(CAGR)

MAXJ

N/A

LEGR

+12.16%

Max(CAGR)

MAXJ

+8.55%

Winner

LEGR

+12.16%

MAXJ vs LEGR - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MAXJ	LEGR
2026	+3.05%	+11.03%
2025	+9.08%	+31.26%
2024	+4.55%	+17.51%
2023	N/A	+20.55%
2022	N/A	-20.19%
2021	N/A	+18.02%
2020	N/A	+16.98%
2019	N/A	+27.74%
2018	N/A	-14.10%

MAXJ vs LEGR Drawdown Comparison

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

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

The current LEGR drawdown is -1.36%.

Rank	MAXJ	LEGR
#1	-6.35% Feb 19, 2025 - May 16, 2025	-36.12% Feb 12, 2020 - Nov 9, 2020
#2	-1.76% Jul 16, 2024 - Aug 15, 2024	-31.46% Jan 12, 2022 - Mar 7, 2024
#3	-1.70% Feb 25, 2026 - Apr 9, 2026	-19.98% Sep 25, 2018 - Apr 17, 2019
#4	-1.51% Aug 30, 2024 - Sep 13, 2024	-14.25% Feb 18, 2025 - May 8, 2025
#5	-1.40% May 19, 2025 - Jun 2, 2025	-11.20% Jan 29, 2018 - Aug 29, 2018
#6	-0.94% Dec 26, 2024 - Jan 17, 2025	-10.39% Jan 29, 2026 - Apr 17, 2026
#7	-0.92% Oct 22, 2024 - Nov 6, 2024	-8.58% Jul 24, 2019 - Nov 5, 2019
#8	-0.91% Dec 11, 2024 - Dec 26, 2024	-7.78% Apr 29, 2019 - Jul 3, 2019
#9	-0.67% Jun 16, 2025 - Jun 23, 2025	-7.24% Jul 12, 2024 - Aug 23, 2024
#10	-0.67% Nov 8, 2024 - Nov 22, 2024	-6.42% Nov 8, 2021 - Jan 11, 2022
#11	-0.60% Jun 12, 2025 - Jun 16, 2025	-6.39% Oct 28, 2025 - Dec 19, 2025
#12	-0.58% Sep 26, 2024 - Oct 9, 2024	-5.51% Jun 2, 2026 - Jun 10, 2026
#13	-0.53% Nov 12, 2025 - Nov 26, 2025	-5.09% Sep 3, 2021 - Oct 15, 2021
#14	-0.49% Jan 24, 2025 - Feb 6, 2025	-4.86% Apr 3, 2024 - May 6, 2024
#15	-0.42% Feb 2, 2026 - Feb 9, 2026	-4.78% Jan 21, 2021 - Feb 5, 2021