SMAX vs LODI
Comparison between ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
SMAX vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SMAX
$91M
LODI
$91M
Expense Ratio
SMAX
0.50%
Winner
LODI
0.15%
Max Drawdown
SMAX
3.90%
Winner
LODI
1.44%
Sharpe Ratio
Winner
SMAX
1.37
LODI
0.59
5Y Beta
SMAX
0.19
Winner
LODI
0.00
SMAX vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SMAX
+0.55%
LODI
+0.31%
3M
Winner
SMAX
+2.28%
LODI
+0.84%
6M
Winner
SMAX
+3.62%
LODI
+1.91%
1Y
Winner
SMAX
+7.62%
LODI
+4.98%
Max(CAGR)
Winner
SMAX
+7.14%
LODI
+5.26%
SMAX vs LODI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SMAX | LODI |
|---|---|---|
| 2026 | +3.79% | +2.25% |
| 2025 | +7.88% | +6.22% |
| 2024 | +1.02% | +0.26% |
SMAX vs LODI Drawdown Comparison
The maximum drawdown for SMAX was -3.90%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The current SMAX drawdown is -0.01%. The current LODI drawdown is -0.14%.
| Rank | SMAX | LODI |
|---|---|---|
| #1 | -3.90% Feb 20, 2025 - May 16, 2025 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -1.91% Feb 25, 2026 - Apr 13, 2026 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -0.81% Oct 28, 2025 - Nov 26, 2025 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -0.72% May 19, 2025 - Jun 2, 2025 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -0.71% Dec 11, 2024 - Dec 24, 2024 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -0.63% Jun 2, 2026 - Jun 15, 2026 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -0.61% Jan 9, 2026 - Jan 26, 2026 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -0.57% Dec 24, 2024 - Jan 15, 2025 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -0.56% Oct 22, 2024 - Nov 6, 2024 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -0.54% Feb 2, 2026 - Feb 9, 2026 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -0.53% Jul 28, 2025 - Aug 8, 2025 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -0.52% Nov 8, 2024 - Nov 29, 2024 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -0.48% Feb 9, 2026 - Feb 25, 2026 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -0.45% Oct 8, 2025 - Oct 20, 2025 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -0.39% Dec 11, 2025 - Dec 22, 2025 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between SMAX and LODI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2024 - 2026)
SMAX vs LODI dividend yield comparison.
| Year | SMAX | LODI |
|---|---|---|
| 2026 | 0.00% | 2.46% |
| 2025 | 0.98% | 5.11% |
| 2024 | 0.27% | 0.38% |
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