MMAX vs LEAD

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and SIREN DIVCON LEADERS DIVIDEND ETF (LEAD, ETF).

MMAX vs LEAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMAX(ETF)	LEAD(ETF)
Net Assets	$72M	$72M
Expense Ratio	0.50%	0.43%
Max Drawdown	1.93%	32.19%
Sharpe Ratio	2.35	1.30
5Y Beta	0.11	0.91
P/E Ratio	N/A	27.42
Forward P/E	N/A	23.02
PEG Ratio	N/A	0.86
5Y Dividends CAGR	N/A	10.80%
5Y EPS CAGR	N/A	21.77%
Debt to Equity	N/A	49.99%
P/S Ratio	N/A	3.59
P/B Ratio	N/A	7.20

Net Assets

MMAX

$72M

LEAD

$72M

Expense Ratio

MMAX

0.50%

Winner

LEAD

0.43%

Max Drawdown

Winner

MMAX

1.93%

LEAD

32.19%

Sharpe Ratio

Winner

MMAX

2.35

LEAD

1.30

5Y Beta

Winner

MMAX

0.11

LEAD

0.91

P/E Ratio

MMAX

N/A

LEAD

27.42

Forward P/E

MMAX

N/A

LEAD

23.02

PEG Ratio

MMAX

N/A

LEAD

0.86

5Y Dividends CAGR

MMAX

N/A

LEAD

10.80%

5Y EPS CAGR

MMAX

N/A

LEAD

21.77%

Debt to Equity

MMAX

N/A

LEAD

49.99%

P/S Ratio

MMAX

N/A

LEAD

3.59

P/B Ratio

MMAX

N/A

LEAD

7.20

MMAX vs LEAD - Holdings Comparison

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

MMAX's top 25 holdings weight is 112.44%. LEAD's top 25 holdings weight is 61.52%.

Rank	MMAX	LEAD
#1	ISHARES CORE S&P 500 ETF (IVV) - 112.44%	BROADCOM INC (AVGO) - 5.92%
#2	N/A	NVIDIA CORP (NVDA) - 4.70%
#3	N/A	QUANTA SERVICES INC (PWR) - 4.23%
#4	N/A	KLA CORP (KLAC) - 3.95%
#5	N/A	COSTCO WHOLESALE CORP (COST) - 3.64%
#6	N/A	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.50%
#7	N/A	LAM RESEARCH CORP (LRCX) - 2.48%
#8	N/A	VISA INC CLASS A (V) - 2.44%
#9	N/A	GARMIN LTD (GRMN) - 2.43%
#10	N/A	MASTERCARD INC CLASS A (MA) - 2.36%
#11	N/A	W.W. GRAINGER INC (GWW) - 2.23%
#12	N/A	HUBBELL INC (HUBB) - 2.20%
#13	N/A	AMPHENOL CORP CLASS A (APH) - 2.10%
#14	N/A	CUMMINS INC (CMI) - 2.10%
#15	N/A	CINTAS CORP (CTAS) - 2.05%
#16	N/A	MSCI INC (MSCI) - 1.88%
#17	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.81%
#18	N/A	n/a (EXPD) - 1.68%
#19	N/A	VERISK ANALYTICS INC (VRSK) - 1.61%
#20	N/A	PULTEGROUP INC (PHM) - 1.59%
#21	N/A	APPLIED MATERIALS INC (AMAT) - 1.57%
#22	N/A	GLOBE LIFE INC (GL) - 1.57%
#23	N/A	ELI LILLY AND CO (LLY) - 1.53%
#24	N/A	EATON CORP PLC (ETN) - 1.49%
#25	N/A	MICROSOFT CORP (MSFT) - 1.46%
Total Holdings	1	75

MMAX vs LEAD - Historical Returns

Returns include dividend reinvestment.

Period	MMAX	LEAD
1 month	+0.33%	+3.60%
3 months	+2.21%	+14.16%
6 months	+3.60%	+15.19%
1 year	+7.27%	+25.68%
5 years(CAGR)	N/A	+12.24%
10 years(CAGR)	N/A	+14.84%
Max(CAGR)	+7.54%	+14.78%

MMAX

+0.33%

Winner

LEAD

+3.60%

MMAX

+2.21%

Winner

LEAD

+14.16%

MMAX

+3.60%

Winner

LEAD

+15.19%

MMAX

+7.27%

Winner

LEAD

+25.68%

5Y(CAGR)

MMAX

N/A

LEAD

+12.24%

10Y(CAGR)

MMAX

N/A

LEAD

+14.84%

Max(CAGR)

MMAX

+7.54%

Winner

LEAD

+14.78%

MMAX vs LEAD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MMAX	LEAD
2026	+2.97%	+15.05%
2025	+5.88%	+16.02%
2024	N/A	+11.75%
2023	N/A	+26.94%
2022	N/A	-17.72%
2021	N/A	+30.97%
2020	N/A	+22.36%
2019	N/A	+33.88%
2018	N/A	-6.70%
2017	N/A	+24.42%
2016	N/A	+10.40%

MMAX vs LEAD Drawdown Comparison

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

The maximum drawdown for LEAD was -32.19%, occurring on Mar 23, 2020. Recovery took 75 trading sessions.

The current MMAX drawdown is -0.18%.

Rank	MMAX	LEAD
#1	-1.93% Apr 2, 2025 - May 2, 2025	-32.19% Feb 20, 2020 - Jun 8, 2020
#2	-0.46% Jun 2, 2026 - Jun 10, 2026	-24.93% Dec 29, 2021 - Dec 12, 2023
#3	-0.36% May 5, 2025 - May 12, 2025	-20.13% Sep 21, 2018 - Apr 4, 2019
#4	-0.35% May 16, 2025 - Jun 2, 2025	-17.86% Nov 8, 2024 - Jun 26, 2025
#5	-0.34% Nov 12, 2025 - Nov 25, 2025	-9.55% Jan 26, 2018 - Aug 27, 2018
#6	-0.28% May 13, 2025 - May 16, 2025	-8.66% Apr 23, 2019 - Jul 3, 2019
#7	-0.27% Aug 18, 2025 - Aug 22, 2025	-8.64% Feb 25, 2026 - Apr 13, 2026
#8	-0.23% Oct 27, 2025 - Nov 10, 2025	-7.61% Apr 21, 2016 - Aug 12, 2016
#9	-0.23% Feb 2, 2026 - Feb 9, 2026	-7.37% Mar 28, 2024 - Jul 16, 2024
#10	-0.20% May 11, 2026 - May 22, 2026	-7.24% Jul 26, 2019 - Oct 24, 2019
#11	-0.17% Jul 29, 2025 - Aug 6, 2025	-7.14% Sep 2, 2020 - Oct 12, 2020
#12	-0.17% Oct 9, 2025 - Oct 14, 2025	-7.11% Oct 13, 2020 - Nov 5, 2020
#13	-0.17% Jan 9, 2026 - Jan 22, 2026	-6.81% Feb 12, 2021 - Mar 26, 2021
#14	-0.16% Jun 12, 2025 - Jun 23, 2025	-6.73% Aug 15, 2016 - Dec 8, 2016
#15	-0.13% Mar 4, 2026 - Mar 10, 2026	-6.33% Jun 8, 2020 - Jul 15, 2020

Correlation

Correlation between MMAX and LEAD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2016 - 2026)

MMAX vs LEAD dividend yield comparison.

Year	MMAX	LEAD
2026	0.00%	0.13%
2025	1.31%	0.70%
2024	0.00%	0.93%
2023	0.00%	1.13%
2022	0.00%	1.27%
2021	0.00%	1.78%
2020	0.00%	0.81%
2019	0.00%	1.32%
2018	0.00%	1.38%
2017	0.00%	0.97%
2016	0.00%	1.38%