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iShares Large Cap Max Buffer Mar ETF (MMAX)
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Upturn Advisory Summary
08/14/2025: MMAX (1-star) is currently NOT-A-BUY. Pass it for now.
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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.49 - 25.66 | Updated Date 06/27/2025 |
52 Weeks Range 24.49 - 25.66 | Updated Date 06/27/2025 |
Upturn AI SWOT
iShares Large Cap Max Buffer Mar ETF
ETF Overview
Overview
The iShares Large Cap Max Buffer ETF seeks to provide returns that match the performance of the ICE U.S. Large Cap Index, up to a predetermined cap, while buffering investors against the first 5% of losses each quarter. It focuses on large-cap U.S. equities with a downside buffer strategy.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers with a strong reputation and a long track record of providing reliable ETF products.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
The primary investment goal is to provide buffered exposure to large-cap U.S. equities, limiting downside risk while allowing participation in potential gains.
Investment Approach and Strategy
Strategy: The ETF employs a buffered strategy, using FLEX Options to provide a capped upside and a buffer against the first 5% of losses in each quarter on the underlying index.
Composition The ETF's assets primarily consist of FLEX Options on the ICE U.S. Large Cap Index.
Market Position
Market Share: Insufficient data to determine the exact market share.
Total Net Assets (AUM): 122942624
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF - March (IMAR)
- Simplify US Equity PLUS Downside Convexity ETF (SPXD)
Competitive Landscape
The competitive landscape includes other buffered ETFs that provide downside protection and capped upside potential. The iShares ETF competes on the strength of the BlackRock brand, liquidity, and expense ratio. Innovator ETFs are another key player. One of the main differentiators is the buffer amount or the maximum amount the ETFs are willing to protect the downside.
Financial Performance
Historical Performance: Historical performance data should be obtained from the fund's factsheet or a financial data provider.
Benchmark Comparison: Benchmark comparison should be made against the ICE U.S. Large Cap Index.
Expense Ratio: 0.50
Liquidity
Average Trading Volume
The ETF's liquidity is moderate, as indicated by its average trading volume.
Bid-Ask Spread
The bid-ask spread is tight, which indicates efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, market volatility, and interest rates can influence the performance of large-cap equities and the demand for downside protection.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for buffered investment strategies and the performance of the underlying large-cap market.
Moat and Competitive Advantages
Competitive Edge
The iShares Large Cap Max Buffer Mar ETF benefits from BlackRock's established brand and distribution network. Its defined outcome strategy allows investors to manage risk and target specific investment outcomes. The ETF's quarterly reset offers flexibility in adapting to changing market conditions. Its access to the large cap is diversified, and the ETF's expense ratio is competitive compared to the peers.
Risk Analysis
Volatility
The ETF's volatility should be analyzed based on its historical performance and the volatility of the underlying ICE U.S. Large Cap Index.
Market Risk
The ETF is subject to market risk associated with large-cap equities, as well as the risk of the capped upside potential.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse and seeks to participate in the potential gains of the large-cap market while mitigating downside risk. Investors seeking to protect their investments from losses could include retirees or those approaching retirement.
Market Risk
The ETF is suitable for long-term investors seeking downside protection and a capped upside potential, and who understand options and buffered strategies.
Summary
The iShares Large Cap Max Buffer Mar ETF offers a buffered approach to investing in large-cap U.S. equities, providing downside protection and a capped upside potential. It is a suitable option for risk-averse investors seeking to participate in market gains while mitigating losses. The ETF's performance is subject to market conditions and the effectiveness of its buffered strategy. Investors should carefully consider their investment objectives and risk tolerance before investing. BlackRock's reputable brand and the ETF's liquidity are attractive features.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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 iShares Large Cap Max Buffer Mar ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in securities or other instruments that provide exposure to securities of large capitalization companies or that provide for the upside limit on gains or the downside protection against the losses of securities of large capitalization companies. The fund is non-diversified.
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