SMAX vs. IVVM ETF Comparison
Comparison of iShares Large Cap Max Buffer Sep ETF (SMAX) to iShares Large Cap Moderate Buffer ETF (IVVM)
SMAX
iShares Large Cap Max Buffer Sep ETF
SMAX Description
The iShares Large Cap Max Buffer Sep ETF (the Fund) seeks to track the share price return of the iShares Core S&P 500 ETF (the Underlying ETF or Underlying Fund) up to an approximate upside limit,
Grade (RS Rating)
Last Trade
$25.16
Average Daily Volume
139,988
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
IVVM
iShares Large Cap Moderate Buffer ETF
IVVM Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against approximately the first 5% of Underlying ETF losses and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.04
Average Daily Volume
21,809
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
| Period | SMAX | IVVM |
|---|---|---|
| 30 Days | 0.42% | 1.92% |
| 60 Days | 4.54% | |
| 90 Days | 6.10% | |
| 12 Months | 19.63% |
1 Overlapping Holdings
| Symbol | Grade | Weight in SMAX | Weight in IVVM | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 98.7% | 98.49% | 98.49% |
SMAX Overweight 0 Positions Relative to IVVM
| Symbol | Grade | Weight |
|---|
SMAX Underweight 0 Positions Relative to IVVM
| Symbol | Grade | Weight |
|---|
SMAX: Top Represented Industries & Keywords
Industries:
IVVM: Top Represented Industries & Keywords
Industries:
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