MMAX vs XSHD

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF (XSHD, ETF).

MMAX vs XSHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMAX(ETF)	XSHD(ETF)
Net Assets	$72M	$73M
Expense Ratio	0.50%	0.30%
Max Drawdown	1.93%	54.99%
Sharpe Ratio	2.29	0.41
5Y Beta	0.11	0.61
P/E Ratio	N/A	47.60
Forward P/E	N/A	14.40
5Y Dividends CAGR	N/A	-2.96%
5Y EPS CAGR	N/A	-0.66%
Debt to Equity	N/A	123.71%
P/S Ratio	N/A	1.06
P/B Ratio	N/A	1.19

Net Assets

MMAX

$72M

Winner

XSHD

$73M

Expense Ratio

MMAX

0.50%

Winner

XSHD

0.30%

Max Drawdown

Winner

MMAX

1.93%

XSHD

54.99%

Sharpe Ratio

Winner

MMAX

2.29

XSHD

0.41

5Y Beta

Winner

MMAX

0.11

XSHD

0.61

P/E Ratio

MMAX

N/A

XSHD

47.60

Forward P/E

MMAX

N/A

XSHD

14.40

5Y Dividends CAGR

MMAX

N/A

XSHD

-2.96%

5Y EPS CAGR

MMAX

N/A

XSHD

-0.66%

Debt to Equity

MMAX

N/A

XSHD

123.71%

P/S Ratio

MMAX

N/A

XSHD

1.06

P/B Ratio

MMAX

N/A

XSHD

1.19

MMAX vs XSHD - Holdings Comparison

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

MMAX's top 25 holdings weight is 112.44%. XSHD's top 25 holdings weight is 65.52%.

Rank	MMAX	XSHD
#1	ISHARES CORE S&P 500 ETF (IVV) - 112.44%	INNOVATIVE INDUSTRIAL PROPERTIES INC (IIPR) - 3.76%
#2	N/A	KINETIK HOLDINGS INC (KNTK) - 3.19%
#3	N/A	APPLE HOSPITALITY REIT INC (APLE) - 3.08%
#4	N/A	ARMOUR RESIDENTIAL REIT INC (ARR) - 3.06%
#5	N/A	CAL-MAINE FOODS INC (CALM) - 3.06%
#6	N/A	EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 3.06%
#7	N/A	GLOBAL NET LEASE INC (GNL) - 3.04%
#8	N/A	ROBERT HALF INC (RHI) - 2.94%
#9	N/A	TWO HARBORS INVESTMENT CORP (TWO) - 2.93%
#10	N/A	AMERICAN ASSETS TRUST INC (AAT) - 2.90%
#11	N/A	SAUL CENTERS INC (BFS) - 2.65%
#12	N/A	KODIAK GAS SERVICES INC (KGS) - 2.58%
#13	N/A	ADAMAS TRUST INC (ADAM) - 2.58%
#14	N/A	REDWOOD TRUST INC (RWT) - 2.51%
#15	N/A	UNIVERSAL HEALTH REALTY INCOME TRUST (UHT) - 2.45%
#16	N/A	HIGHWOODS PROPERTIES INC (HIW) - 2.43%
#17	N/A	FRANKLIN BSP REALTY TRUST INC. (FBRT) - 2.35%
#18	N/A	APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.30%
#19	N/A	ELLINGTON FINANCIAL INC (EFC) - 2.28%
#20	N/A	ARBOR REALTY TRUST INC (ABR) - 2.20%
#21	N/A	THE WENDY'S CO CLASS A (WEN) - 2.20%
#22	N/A	PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.05%
#23	N/A	JOHN WILEY & SONS INC CLASS A (WLY) - 2.05%
#24	N/A	CLEARWAY ENERGY INC CLASS C (CWEN) - 1.94%
#25	N/A	UNIVERSAL CORP (UVV) - 1.93%
Total Holdings	1	57

MMAX vs XSHD - Historical Returns

Returns include dividend reinvestment.

Period	MMAX	XSHD
1 month	+0.04%	+0.93%
3 months	+2.10%	+4.60%
6 months	+3.43%	+10.31%
1 year	+7.11%	+8.03%
5 years(CAGR)	N/A	-5.23%
10 years(CAGR)	N/A	-0.47%
Max(CAGR)	+7.44%	-0.47%

MMAX

+0.04%

Winner

XSHD

+0.93%

MMAX

+2.10%

Winner

XSHD

+4.60%

MMAX

+3.43%

Winner

XSHD

+10.31%

MMAX

+7.11%

Winner

XSHD

+8.03%

5Y(CAGR)

MMAX

N/A

XSHD

-5.23%

10Y(CAGR)

MMAX

N/A

XSHD

-0.47%

Max(CAGR)

Winner

MMAX

+7.44%

XSHD

-0.47%

MMAX vs XSHD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MMAX	XSHD
2026	+2.80%	+8.93%
2025	+5.88%	-6.54%
2024	N/A	-5.55%
2023	N/A	+1.20%
2022	N/A	-20.40%
2021	N/A	+19.69%
2020	N/A	-12.82%
2019	N/A	+17.43%
2018	N/A	-8.26%
2017	N/A	+0.84%
2016	N/A	+4.92%

MMAX vs XSHD Drawdown Comparison

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

The maximum drawdown for XSHD was -49.49%, occurring on Apr 3, 2020. Recovery took 639 trading sessions.

The current MMAX drawdown is -0.35%. The current XSHD drawdown is -23.54%.

Rank	MMAX	XSHD
#1	-1.93% Apr 2, 2025 - May 2, 2025	-49.49% Aug 21, 2018 - Mar 8, 2021
#2	-0.36% May 5, 2025 - May 12, 2025	-36.84% Jun 9, 2021 - Apr 8, 2025
#3	-0.35% May 16, 2025 - Jun 2, 2025	-9.11% Jan 4, 2017 - Nov 20, 2017
#4	-0.35% Jun 2, 2026 - Jun 5, 2026	-8.67% Nov 29, 2017 - May 25, 2018
#5	-0.34% Nov 12, 2025 - Nov 25, 2025	-7.89% Mar 12, 2021 - Jun 1, 2021
#6	-0.28% May 13, 2025 - May 16, 2025	-2.63% Jul 6, 2018 - Aug 17, 2018
#7	-0.27% Aug 18, 2025 - Aug 22, 2025	-1.43% Dec 9, 2016 - Dec 19, 2016
#8	-0.23% Oct 27, 2025 - Nov 10, 2025	-1.34% Dec 27, 2016 - Jan 4, 2017
#9	-0.23% Feb 2, 2026 - Feb 9, 2026	-1.06% May 30, 2018 - Jun 4, 2018
#10	-0.20% May 11, 2026 - May 22, 2026	-1.01% Dec 21, 2016 - Dec 27, 2016
#11	-0.17% Jul 29, 2025 - Aug 6, 2025	-0.92% Jun 2, 2021 - Jun 8, 2021
#12	-0.17% Oct 9, 2025 - Oct 14, 2025	-0.84% Jun 21, 2018 - Jul 2, 2018
#13	-0.17% Jan 9, 2026 - Jan 22, 2026	-0.79% May 25, 2018 - May 30, 2018
#14	-0.16% Jun 12, 2025 - Jun 23, 2025	-0.55% Mar 8, 2021 - Mar 10, 2021
#15	-0.13% Mar 4, 2026 - Mar 10, 2026	-0.51% Dec 6, 2016 - Dec 8, 2016

Correlation

Correlation between MMAX and XSHD is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2016 - 2026)

MMAX vs XSHD dividend yield comparison.

Year	MMAX	XSHD
2026	0.00%	2.13%
2025	1.31%	6.44%
2024	0.00%	7.25%
2023	0.00%	7.62%
2022	0.00%	6.77%
2021	0.00%	3.86%
2020	0.00%	5.55%
2019	0.00%	4.88%
2018	0.00%	5.49%
2017	0.00%	4.11%
2016	0.00%	0.41%