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TWOXiShares Large Cap Accelerated Outcome ETF

Take a bet1y track recordRanked #395 of 995 in this goal

Seeks to provide approximately twice the positive share price return of the iShares Core S&P 500 ETF.

By iShares · Launched 2025

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$23M

#4,465 of 6,040 · small

Return (1Y)

+12.6%

Track Record

1 year

#4,020 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,252+12.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.0% of fundconcentrated

ISHARES TRUST
103.3%
JANE STREET LLC
10.9%
BLACKROCK CASH FUNDS
0.7%
CHICAGO MERCANTILE EXCHANGEMESM6
0.1%
JANE STREET LLC
-14.9%

Asset allocation

Stocks
91.2%
Cash
8.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.1%Moderate

Year-on-year price swings

Max drawdown
-19.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide approximately twice the positive share price return of the iShares Core S&P 500 ETF.
Strategy
Seeks to achieve approximately twice the positive share price return of the iShares Core S&P 500 ETF while tracking its negative share price return. Invests primarily in large-capitalization companies within the U.S. equity market, using options to create targeted outcomes for investors holding shares through the Outcome Period.
Inception date
January 15, 2025
Fund family
iShares

Next steps

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Data updated on 2026-09-18