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MMAX vs XUDV

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF).

MMAX vs XUDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MMAX
$74M
XUDV
$74M
Expense Ratio
MMAX
0.50%
Winner
XUDV
0.09%
Max Drawdown
Winner
MMAX
1.93%
XUDV
16.47%
Sharpe Ratio
Winner
MMAX
1.74
XUDV
1.72
5Y Beta
Winner
MMAX
0.11
XUDV
0.73
P/E Ratio
MMAX
N/A
XUDV
23.61
Forward P/E
MMAX
N/A
XUDV
12.77
PEG Ratio
MMAX
N/A
XUDV
0.11
5Y EPS CAGR
MMAX
N/A
XUDV
4.96%
Debt to Equity
MMAX
N/A
XUDV
-200.45%
P/S Ratio
MMAX
N/A
XUDV
1.61
P/B Ratio
MMAX
N/A
XUDV
2.44

MMAX vs XUDV - Holdings Comparison

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

MMAX's top 25 holdings weight is 110.77%. XUDV's top 25 holdings weight is 77.24%.

RankMMAXXUDV
#1
ISHARES CORE S&P 500 ETF (IVV) - 110.77%
UNITED PARCEL SERVICE INC CLASS B (UPS) - 5.13%
#2N/A
THE KRAFT HEINZ CO (KHC) - 4.79%
#3N/A
GENERAL MILLS INC (GIS) - 4.62%
#4N/A
PFIZER INC (PFE) - 4.54%
#5N/A
ALTRIA GROUP INC (MO) - 4.34%
#6N/A
BEST BUY CO INC (BBY) - 4.33%
#7N/A
VERIZON COMMUNICATIONS INC (VZ) - 4.11%
#8N/A
PAYCHEX INC (PAYX) - 4.07%
#9N/A
ONEOK INC (OKE) - 3.65%
#10N/A
HP INC (HPQ) - 3.29%
#11N/A
n/a (ARES) - 3.25%
#12N/A
PRUDENTIAL FINANCIAL INC (PRU) - 3.25%
#13N/A
T. ROWE PRICE GROUP INC (TROW) - 3.22%
#14N/A
BLACKSTONE INC (BX) - 2.75%
#15N/A
BRISTOL-MYERS SQUIBB CO (BMY) - 2.42%
#16N/A
EDISON INTERNATIONAL (EIX) - 2.38%
#17N/A
AMCOR PLC ORDINARY SHARES (AMCR) - 2.26%
#18N/A
TRUIST FINANCIAL CORP (TFC) - 2.23%
#19N/A
KEYCORP (KEY) - 2.06%
#20N/A
CME GROUP INC CLASS A (CME) - 1.97%
#21N/A
REGIONS FINANCIAL CORP (RF) - 1.93%
#22N/A
n/a (FIS) - 1.90%
#23N/A
OMNICOM GROUP INC (OMC) - 1.80%
#24N/A
EVERSOURCE ENERGY (ES) - 1.56%
#25N/A
SANDISK CORP ORDINARY SHARES (SNDK) - 1.39%
Total Holdings196

MMAX vs XUDV - Historical Returns

Returns include dividend reinvestment.

1M
MMAX
+0.48%
Winner
XUDV
+2.52%
3M
MMAX
+1.10%
Winner
XUDV
+9.73%
6M
MMAX
+3.00%
Winner
XUDV
+18.14%
1Y
MMAX
+6.36%
Winner
XUDV
+26.29%
Max(CAGR)
MMAX
+7.13%
Winner
XUDV
+21.47%

MMAX vs XUDV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearMMAXXUDV
2026+3.30%+22.25%
2025+5.88%+8.24%

MMAX vs XUDV Drawdown Comparison

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

The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current MMAX drawdown is -0.17%. The current XUDV drawdown is -1.18%.

RankMMAXXUDV
#1-1.93%
Apr 2, 2025 - May 2, 2025
-15.98%
Feb 19, 2025 - Jun 26, 2025
#2-0.46%
Jun 2, 2026 - Jul 2, 2026
-6.34%
Oct 3, 2025 - Dec 10, 2025
#3-0.36%
May 5, 2025 - May 12, 2025
-5.03%
Feb 26, 2026 - Apr 15, 2026
#4-0.35%
May 16, 2025 - Jun 2, 2025
-3.97%
Jul 23, 2025 - Aug 22, 2025
#5-0.34%
Nov 12, 2025 - Nov 25, 2025
-2.61%
Jun 15, 2026 - Jul 10, 2026
#6-0.28%
May 13, 2025 - May 16, 2025
-2.19%
May 29, 2026 - Jun 12, 2026
#7-0.27%
Aug 18, 2025 - Aug 22, 2025
-2.06%
Jul 10, 2025 - Jul 23, 2025
#8-0.23%
Oct 27, 2025 - Nov 10, 2025
-1.98%
Jan 24, 2025 - Feb 18, 2025
#9-0.23%
Feb 2, 2026 - Feb 9, 2026
-1.57%
Dec 11, 2025 - Jan 5, 2026
#10-0.20%
May 11, 2026 - May 22, 2026
-1.52%
Jan 14, 2026 - Jan 30, 2026
#11-0.20%
Jul 15, 2026 - Jul 17, 2026
-1.47%
Aug 22, 2025 - Sep 11, 2025
#12-0.17%
Jul 29, 2025 - Aug 6, 2025
-1.44%
Sep 11, 2025 - Sep 30, 2025
#13-0.17%
Oct 9, 2025 - Oct 14, 2025
-1.36%
Feb 11, 2026 - Feb 26, 2026
#14-0.17%
Jan 9, 2026 - Jan 22, 2026
-1.34%
May 6, 2026 - May 14, 2026
#15-0.16%
Jun 12, 2025 - Jun 23, 2025
-1.23%
Apr 22, 2026 - Apr 30, 2026

Correlation

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

0.96
-101

Dividend Comparison (2025 - 2026)

MMAX vs XUDV dividend yield comparison.

YearMMAXXUDV
20260.00%1.54%
20251.31%3.80%

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