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Fund comparison · from official SEC filings

MAXJ vs MMAX: how much do they overlap?

iShares Large Cap Max Buffer Jun ETF and iShares Large Cap Max Buffer Mar ETF
Holdings overlap
108%
of assets, by weight
Shared positions
3
of 4 / 4 holdings
MAXJ expense ratio
0.50%
net, per year
MMAX expense ratio
0.50%
net, per year
MAXJ and MMAX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
MAXJ
MMAX
I
IVVISHARES CORE S&P 500 ETF
107.67%
107.24%
?
—BLACKROCK CASH FUNDS
1.30%
0.54%
?
—Chicago Mercantile Exchange
0.13%
0.15%
Only in MAXJ
?
—SUSQUEHANNA FINANCIAL GROUP, LLLP
-9.10%
Only in MMAX
?
—JANE STREET LLC
-7.93%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.