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AZBJ
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AllianzIM U.S. Large Cap Buffer20 Jan ETF (AZBJ)

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$35.63
Last Close (24-hour delay)
Profit since last BUY5.23%
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Consider higher Upturn Star rating
BUY since 65 days
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Upturn Advisory Summary

08/13/2025: AZBJ (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 14.4%
Avg. Invested days 69
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/13/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 30.95 - 34.91
Updated Date 06/29/2025
52 Weeks Range 30.95 - 34.91
Updated Date 06/29/2025

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AllianzIM U.S. Large Cap Buffer20 Jan ETF

stock logo

ETF Overview

overview logo Overview

The AllianzIM U.S. Large Cap Buffer20 Jan ETF (NYSEARCA: JAZJ) seeks to provide exposure to the returns of the S&P 500 Total Return Index up to a predetermined cap, while buffering investors against the first 20% of losses over a one-year period. It employs a defined outcome strategy, using options to achieve its objectives.

reliability logo Reputation and Reliability

Allianz Investment Management LLC is a well-established asset manager known for its risk management expertise and structured solutions.

reliability logo Management Expertise

AllianzIM has a team of experienced professionals specializing in options strategies and defined outcome investing.

Investment Objective

overview logo Goal

To provide exposure to the S&P 500 Total Return Index while buffering against the first 20% of losses over a one-year period, subject to a cap on potential gains.

Investment Approach and Strategy

Strategy: Employs a defined outcome strategy using FLEX Options traded on the Chicago Board Options Exchange to create a buffered exposure to the S&P 500.

Composition Primarily holds FLEX Options on the S&P 500 Index. The fund may also hold cash or cash equivalents.

Market Position

Market Share: The market share of JAZJ in the defined outcome ETF market is still developing, but Allianz is a prominent player.

Total Net Assets (AUM): 67800000

Competitors

overview logo Key Competitors

  • Innovator U.S. Equity Buffer ETF - January (BJAN)
  • FT Cboe Vest U.S. Equity Buffer ETF - January (JAN)
  • Simplify US Equity PLUS Downside Convexity ETF (SPYC)

Competitive Landscape

The defined outcome ETF market is competitive, with multiple providers offering buffered and capped exposure to various indices. JAZJ competes on its buffer level, cap rate, and the AllianzIM brand. Advantages include a well-known issuer; disadvantages might include a lower cap rate or higher expense ratio than some competitors.

Financial Performance

Historical Performance: Historical performance data is limited due to its recent inception. Refer to fund factsheet for up-to-date information.

Benchmark Comparison: Performance should be compared to the S&P 500 Total Return Index, accounting for the buffer and cap features.

Expense Ratio: 0.79

Liquidity

Average Trading Volume

The average trading volume of JAZJ is moderate and varies based on market conditions and investor interest.

Bid-Ask Spread

The bid-ask spread of JAZJ is generally tight but can widen during periods of high volatility or low trading volume.

Market Dynamics

Market Environment Factors

Economic conditions, interest rates, market volatility, and investor sentiment towards equities influence JAZJ's performance.

Growth Trajectory

The growth trajectory of JAZJ depends on investor demand for defined outcome strategies and AllianzIM's ability to effectively manage the options portfolio.

Moat and Competitive Advantages

Competitive Edge

JAZJ's competitive edge lies in its defined outcome strategy, offering investors a buffer against market downturns while still participating in potential upside. AllianzIM's expertise in options management and risk control further enhances its appeal. The 20% buffer provides more downside protection than some competitors. However, the capped upside limits potential gains compared to unbuffered S&P 500 exposure.

Risk Analysis

Volatility

JAZJ's volatility should be lower than the S&P 500 due to the buffer, but its capped upside also limits potential gains.

Market Risk

JAZJ is subject to market risk, as the value of the underlying options contracts are affected by the performance of the S&P 500. The fund's structure also carries risks related to options trading and counterparty risk.

Investor Profile

Ideal Investor Profile

JAZJ is suited for investors seeking downside protection in their S&P 500 exposure while accepting a cap on potential gains.

Market Risk

JAZJ is best for long-term investors who are risk-averse and prioritize capital preservation over maximizing returns.

Summary

AllianzIM U.S. Large Cap Buffer20 Jan ETF (JAZJ) offers a defined outcome investment strategy, buffering against the first 20% of losses in the S&P 500 over a one-year period, while capping potential gains. The ETF utilizes FLEX Options to achieve its objectives, making it suitable for risk-averse investors. It provides a potentially less volatile S&P 500 exposure. Investors should be aware of the capped upside and understand options-based investment strategies before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • AllianzIM Website
  • ETF.com
  • Morningstar
  • SEC Filings

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About AllianzIM U.S. Large Cap Buffer20 Jan ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund invests at least 80% of its net assets in instruments with economic characteristics similar to U.S. large cap equity securities. Specifically, the Advisor intends to invest substantially all of the fund's assets in FLexible EXchange Options (FLEX Options) that reference the S&P 500 Price Index. The fund is non-diversified.