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Upturn AI SWOT - About
Allianzim U.S. Large Cap Buffer20 Mar ETF (MARW)
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Upturn Advisory Summary
10/24/2025: 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 17.28% | Avg. Invested days 76 | 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 10/24/2025 |
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 (AZAM) seeks to provide investors with buffered exposure to the S&P 500 Price Return Index, limiting downside risk up to a specified buffer (20%) over a one-year period while participating in potential upside, subject to a cap.
Reputation and Reliability
Allianz Investment Management LLC is a well-established asset manager with a global presence, known for its risk management capabilities and innovative investment solutions.
Management Expertise
AllianzIM has a team of experienced investment professionals specializing in structured investment strategies and options-based solutions.
Investment Objective
Goal
To provide investors with buffered exposure to the S&P 500 Price Return Index, offering downside protection up to 20% while allowing for potential upside participation.
Investment Approach and Strategy
Strategy: The ETF employs a 'buffer' or 'defined outcome' strategy, utilizing flex options to provide a specific level of downside protection and upside potential over a defined period.
Composition The ETF primarily holds flex options on the S&P 500 and cash equivalents. The fund does not directly invest in stocks.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 44.9 Million
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF (BJAN)
- Innovator U.S. Equity Buffer ETF (TJUL)
- FT Cboe Vest U.S. Equity Buffer ETF - July (BUJL)
Competitive Landscape
The defined outcome ETF market is becoming increasingly crowded. AZAM competes with other buffered ETFs offering similar downside protection and upside potential. Advantages may include AllianzIM's brand recognition and expertise in options-based strategies, while disadvantages may include lower AUM compared to larger competitors.
Financial Performance
Historical Performance: Data for performance is calculated from the start date of 03/25/2021; annualized return -4.52, YTD Return 6.44
Benchmark Comparison: Performance should be compared to the S&P 500 Price Return Index with a 20% downside buffer. Data unavailable for direct benchmark comparison.
Expense Ratio: 0.74
Liquidity
Average Trading Volume
The average trading volume of AZAM is relatively low, suggesting lower liquidity compared to more popular ETFs.
Bid-Ask Spread
The bid-ask spread for AZAM can vary, but may be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Market volatility, interest rates, and investor sentiment towards risk influence the demand for buffered ETFs like AZAM. Economic indicators impacting the S&P 500 also indirectly affect the ETF.
Growth Trajectory
The growth trajectory depends on investor demand for defined outcome ETFs, AllianzIM's ability to attract assets, and the ETF's performance relative to its objectives.
Moat and Competitive Advantages
Competitive Edge
AllianzIM's expertise in structured products and risk management provides a competitive advantage in the defined outcome ETF space. The ETF's defined buffer and potential upside participation may appeal to investors seeking downside protection. A strong understanding of options strategies and market timing are crucial for successful management. The Allianz brand name also provides some level of credibility and investor trust.
Risk Analysis
Volatility
Volatility depends on the S&P 500's volatility. Due to its capped returns, high volatility periods might not translate into gains.
Market Risk
The ETF is subject to market risk associated with the S&P 500. Changes in the index impact the ETF's value. Investment is done with flex options and is dependent on strategy performance.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeking downside protection while still participating in potential market upside. These investors are typically looking for defined outcome strategies.
Market Risk
AZAM is suitable for long-term investors seeking a specific level of downside protection with limited upside potential within a defined time frame.
Summary
AllianzIM U.S. Large Cap Buffer20 Mar ETF (AZAM) offers a defined level of downside protection with upside participation linked to the S&P 500 Price Return Index. Its buffer strategy and reliance on flex options make it a suitable choice for investors seeking defined outcomes and managed risk. Low daily volume however, can impact the liquidity. The investor should consider the performance limitations when markets rapidly grow.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianzIM Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data is subject to change. Investors should consult with a 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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