MMAX vs BKF

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and ISHARES MSCI BIC ETF (BKF, ETF).

MMAX vs BKF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMAX(ETF)	BKF(ETF)
Net Assets	$74M	$74M
Expense Ratio	0.50%	0.72%
Max Drawdown	1.93%	70.38%
Sharpe Ratio	1.74	-0.50
5Y Beta	0.11	0.61
5Y Dividends CAGR	N/A	5.99%

Net Assets

MMAX

$74M

Winner

BKF

$74M

Expense Ratio

Winner

MMAX

0.50%

BKF

0.72%

Max Drawdown

Winner

MMAX

1.93%

BKF

70.38%

Sharpe Ratio

Winner

MMAX

1.74

BKF

-0.50

5Y Beta

Winner

MMAX

0.11

BKF

0.61

5Y Dividends CAGR

MMAX

N/A

BKF

5.99%

MMAX vs BKF - Holdings Comparison

MMAX and BKF have 0 common holdings. Overlap is 0.00%

MMAX's top 25 holdings weight is 110.77%. BKF's top 25 holdings weight is 39.24%.

Rank	MMAX	BKF
#1	ISHARES CORE S&P 500 ETF (IVV) - 110.77%	TENCENT HOLDINGS LTD (n/a) - 8.30%
#2	N/A	n/a (n/a) - 5.47%
#3	N/A	HDFC BANK LTD (n/a) - 2.22%
#4	N/A	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.04%
#5	N/A	RELIANCE INDUSTRIES LTD (n/a) - 1.88%
#6	N/A	ICICI BANK LTD (n/a) - 1.81%
#7	N/A	n/a (n/a) - 1.41%
#8	N/A	XIAOMI CORP CLASS B (n/a) - 1.30%
#9	N/A	BHARTI AIRTEL LTD (n/a) - 1.29%
#10	N/A	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.26%
#11	N/A	VALE SA (n/a) - 1.20%
#12	N/A	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 1.19%
#13	N/A	MEITUAN CLASS B (n/a) - 1.17%
#14	N/A	n/a (n/a) - 1.14%
#15	N/A	PDD HOLDINGS INC ADR (PDD) - 1.09%
#16	N/A	n/a (n/a) - 1.06%
#17	N/A	NETEASE INC ORDINARY SHARES (n/a) - 1.04%
#18	N/A	BANK OF CHINA LTD CLASS H (n/a) - 1.00%
#19	N/A	BYD CO LTD CLASS H (n/a) - 0.94%
#20	N/A	n/a (n/a) - 0.83%
#21	N/A	TATA STEEL LTD (n/a) - 0.33%
#22	N/A	KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 0.33%
#23	N/A	n/a (n/a) - 0.32%
#24	N/A	AXIA ENERGIA (n/a) - 0.32%
#25	N/A	WEG SA (n/a) - 0.30%
Total Holdings	1	672

MMAX vs BKF - Historical Returns

Returns include dividend reinvestment.

Period	MMAX	BKF
1 month	+0.48%	+1.66%
3 months	+1.10%	-6.15%
6 months	+3.00%	-11.39%
1 year	+6.36%	-6.12%
5 years(CAGR)	N/A	-2.92%
10 years(CAGR)	N/A	+4.10%
Max(CAGR)	+7.13%	-0.01%

MMAX

+0.48%

Winner

BKF

+1.66%

Winner

MMAX

+1.10%

BKF

-6.15%

Winner

MMAX

+3.00%

BKF

-11.39%

Winner

MMAX

+6.36%

BKF

-6.12%

5Y(CAGR)

MMAX

N/A

BKF

-2.92%

10Y(CAGR)

MMAX

N/A

BKF

+4.10%

Max(CAGR)

Winner

MMAX

+7.13%

BKF

-0.01%

MMAX vs BKF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	MMAX	BKF
2026	+3.30%	-11.65%
2025	+5.88%	+22.60%
2024	N/A	+10.72%
2023	N/A	-0.05%
2022	N/A	-22.07%
2021	N/A	-12.20%
2020	N/A	+13.55%
2019	N/A	+22.20%
2018	N/A	-16.34%
2017	N/A	+39.96%
2016	N/A	+14.49%
2015	N/A	-13.80%
2014	N/A	-1.59%
2013	N/A	-7.94%
2012	N/A	+11.08%
2011	N/A	-25.92%
2010	N/A	+5.60%
2009	N/A	+74.98%
2008	N/A	-56.80%
2007	N/A	+3.73%

MMAX vs BKF Drawdown Comparison

The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.

The maximum drawdown for BKF was -70.29%, occurring on Nov 20, 2008. Recovery took 2552 trading sessions.

The current MMAX drawdown is -0.17%. The current BKF drawdown is -26.55%.

Rank	MMAX	BKF
#1	-1.93% Apr 2, 2025 - May 2, 2025	-70.29% Dec 6, 2007 - Jan 26, 2018
#2	-0.46% Jun 2, 2026 - Jul 2, 2026	-49.17% Feb 17, 2021 - Oct 24, 2022
#3	-0.36% May 5, 2025 - May 12, 2025	-33.31% Jan 26, 2018 - Oct 12, 2020
#4	-0.35% May 16, 2025 - Jun 2, 2025	-5.86% Nov 20, 2007 - Nov 28, 2007
#5	-0.34% Nov 12, 2025 - Nov 25, 2025	-5.08% Jan 25, 2021 - Feb 5, 2021
#6	-0.28% May 13, 2025 - May 16, 2025	-2.86% Dec 17, 2020 - Dec 30, 2020
#7	-0.27% Aug 18, 2025 - Aug 22, 2025	-2.85% Nov 27, 2020 - Dec 16, 2020
#8	-0.23% Oct 27, 2025 - Nov 10, 2025	-2.66% Oct 23, 2020 - Nov 4, 2020
#9	-0.23% Feb 2, 2026 - Feb 9, 2026	-2.54% Nov 9, 2020 - Nov 24, 2020
#10	-0.20% May 11, 2026 - May 22, 2026	-1.89% Jan 8, 2021 - Jan 14, 2021
#11	-0.20% Jul 15, 2026 - Jul 17, 2026	-1.68% Oct 12, 2020 - Oct 21, 2020
#12	-0.17% Jul 29, 2025 - Aug 6, 2025	-1.30% Jan 5, 2021 - Jan 8, 2021
#13	-0.17% Oct 9, 2025 - Oct 14, 2025	-1.21% Jan 14, 2021 - Jan 19, 2021
#14	-0.17% Jan 9, 2026 - Jan 22, 2026	-1.04% Jan 20, 2021 - Jan 25, 2021
#15	-0.16% Jun 12, 2025 - Jun 23, 2025	-0.68% Nov 24, 2020 - Nov 27, 2020

Correlation

Correlation between MMAX and BKF is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05

-101

Dividend Comparison (2008 - 2026)

MMAX vs BKF dividend yield comparison.

Year	MMAX	BKF
2026	0.00%	0.38%
2025	1.31%	1.79%
2024	0.00%	2.37%
2023	0.00%	1.68%
2022	0.00%	2.04%
2021	0.00%	2.93%
2020	0.00%	1.02%
2019	0.00%	1.66%
2018	0.00%	2.33%
2017	0.00%	1.51%
2016	0.00%	1.82%
2015	0.00%	3.15%
2014	0.00%	3.01%
2013	0.00%	2.40%
2012	0.00%	2.06%
2011	0.00%	2.25%
2010	0.00%	1.74%
2009	0.00%	0.87%
2008	0.00%	2.15%