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MMAXiShares Large Cap Max Buffer Mar ETF

Stay safeGrow my money1y track recordRanked #134 of 340 in this goal

Seeks to track the share price return of the iShares Core S&P 500 ETF with downside protection.

By iShares · Launched 2025

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$72M

#3,225 of 5,562 · mid-size

Dividend YieldGoal

0.77%

Track Record

1 year

#4,294 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,728+7.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 7 holdings = 99.9% of fundconcentrated

iShares Core S&P 500 ETF
113.4%
BLACKROCK CASH FUNDS
1.7%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.2%
SAL EQUITY TRADING, GP
0.1%
CHICAGO MERCANTILE EXCHANGE INC.HWAH6
0.0%
SAL EQUITY TRADING, GP
-5.0%
SUSQUEHANNA FINANCIAL GROUP, LLLP
-10.5%

Asset allocation

Cash
93.3%
Stocks
6.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.4%Low

Year-on-year price swings

Max drawdown
-1.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to track the share price return of the iShares Core S&P 500 ETF with downside protection.
Strategy
Invests primarily in options and other derivatives to provide a buffer against declines in the iShares Core S&P 500 ETF. Aims to deliver specific outcomes over a 12-month period, resetting annually at the end of March.
Inception date
March 31, 2025
Fund family
iShares

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19