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Upturn AI SWOT - About
Allianzim U.S. Large Cap Buffer20 Mar ETF (MARW)
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Upturn Advisory Summary
08/14/2025: MARW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 15.03% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.73 - 32.45 | Updated Date 06/30/2025 |
52 Weeks Range 28.73 - 32.45 | Updated Date 06/30/2025 |
Upturn AI SWOT
Allianzim U.S. Large Cap Buffer20 Mar ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer20 Mar ETF (AZAA) seeks to provide investment results that correspond to the price return of the S&P 500, up to a predetermined cap, while providing a buffer against the first 20% of losses over a one-year period.
Reputation and Reliability
Allianz Investment Management is a global asset manager with a strong reputation.
Management Expertise
Allianz Investment Management has extensive experience in structured investment solutions.
Investment Objective
Goal
Seeks to provide buffered exposure to the S&P 500.
Investment Approach and Strategy
Strategy: Utilizes a buffered strategy through Flex Options on the S&P 500 index.
Composition Primarily consists of Flex Options contracts on the S&P 500 index. May hold some cash or money market instruments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 96999000.0
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF (BJUL)
- FT Cboe Vest U.S. Equity Buffer ETF - July (FJUL)
- Simplify US Equity PLUS Downside Convexity ETF (SPDX)
Competitive Landscape
The buffered ETF market is competitive, with multiple issuers offering similar products. AZAA competes on the basis of its buffer percentage, cap rate, expense ratio, and the issuer's brand recognition. AZAA's advantages include the Allianz brand and potential for competitive cap rates, while disadvantages may include lower AUM compared to established competitors impacting trading volume and potential tracking error.
Financial Performance
Historical Performance: Historical performance data is unavailable, provide time frame to calculate.
Benchmark Comparison: The ETF is designed to track the S&P 500's price return up to a cap, while providing downside protection against the first 20% of losses. The benchmark is implicitly the S&P 500.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's average trading volume is approximately 17,638 shares, based on recent data.
Bid-Ask Spread
The bid-ask spread is approximately 0.10%, based on recent data, implying moderate trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, equity market volatility, and interest rates can all impact the performance of AZAA, as they influence the value of the underlying S&P 500 index and the pricing of options contracts.
Growth Trajectory
The growth trajectory depends on investor demand for buffered investment strategies and Allianz's ability to attract assets. There are no recent changes to strategy or holdings available.
Moat and Competitive Advantages
Competitive Edge
AZAA's competitive advantages lie in its ability to offer investors a defined level of downside protection against market declines coupled with upside participation (capped). Allianz's brand recognition and expertise in structured investments may also attract investors. The ETF can be suitable for risk-averse investors seeking to mitigate potential losses while still participating in market gains. The defined buffer strategy offers a predictable outcome, appealing to those who want to manage downside risk.
Risk Analysis
Volatility
AZAA's volatility is expected to be lower than the S&P 500 due to the buffer, but it will depend on the option premiums and market conditions. Historical Volatility is unavailable.
Market Risk
The ETF is exposed to market risk, as the S&P 500 can decline. It is also exposed to options risk, as the value of the options contracts can fluctuate. The cap on upside participation also limits potential gains.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking to limit potential losses while still participating in equity market gains. They are comfortable with capped upside potential in exchange for downside protection.
Market Risk
This ETF is best suited for long-term investors seeking a buffered exposure to the S&P 500, not for active traders seeking short-term gains.
Summary
The AllianzIM U.S. Large Cap Buffer20 Mar ETF (AZAA) offers buffered exposure to the S&P 500, providing downside protection against the first 20% of losses over a one-year period, while allowing for capped upside participation. It is suitable for risk-averse investors seeking to mitigate potential losses. The ETF's performance is affected by market volatility and options pricing. The fund's expense ratio is 0.79%, and investors should be aware of the cap on upside potential in exchange for downside protection.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianzIM Website
- ETF.com
- Yahoo Finance
Disclaimers:
The information 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 qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Allianzim U.S. Large Cap Buffer20 Mar 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. FLEX Options are customized equity or index options contracts that trade on an exchange, but provide investors with the ability to customize key contract terms like exercise prices, styles and expiration dates. It is non-diversified.
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