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MAXJ
+0.51 · +1.84%
$28.31 · BATS

iShares Large Cap Max Buffer Jun ETF (MAXJ) ETF Analysis | Defined Outcome

iShares · USA
AUM:$153.6M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is MAXJ?

Under normal market conditions, 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 Approximate Cap or the Approximate Buffer with respect to securities of large-capitalization companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MAXJ returned 9.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 106.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$153.6M
Expense Ratio0.50%
Dividend Yield1.00%
Holdings2
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would MAXJ affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.9%
1Y
+6.6%
3Y
+18.9%
5Y
+18.9%
OpenBook InsightIf you had invested £10,000 in MAXJ 5 years ago, it would have grown to £11,891 — a gain of £1,891.

Annual Returns

Calendar year performance

MAXJ delivered positive returns in 3 of the last 3 calendar years.
YearMAXJ
2026 YTD+4.5%
2025+9.0%
2024+4.5%
CAGR 2yr+6.7%
3/3 positive yearsAvg return: +6.0%Worst year: +4.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.3%
Low
Momentum
+1.0%
30-day change
Support Level
29.29
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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