MMAX vs RJCA
iShares Large Cap Max Buffer Mar ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, MMAX or RJCA?
RJCA has been ahead.
MMAX has a lower expense ratio. RJCA led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MMAX | RJCA |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.61% |
| AUM | $74M | $607M |
| Dividend Yield | 0.76% | 0.00% |
| Holdings | 7 | 72 |
| YTD Return | +4.95% | +6.43%Best |
| 1Y Return | +5.33% | - |
| Fund Family | iShares by BlackRock (US) | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Mar 31, 2025 | Mar 21, 2006 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
MMAX vs RJCA growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
MMAX vs RJCA Performance
iShares Large Cap Max Buffer Mar ETF (MMAX) is an ETF from iShares by BlackRock (US) and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, MMAX is up 4.95% versus a gain of 6.43% for RJCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
MMAX charges 0.50% per year while RJCA charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, MMAX currently yields 0.76% against 0.00% for RJCA.
Holdings Overlap
We hold position weights for 3 holdings in MMAX and 71 in RJCA, totalling 112.7% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 73 days apart, MMAX as of Sep 11, 2026 and RJCA as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 3 positions we hold weights for in MMAX and 71 in RJCA, against full books of 7 and 72.
You are not choosing between two funds in isolation.
Whichever of MMAX and RJCA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MMAX or RJCA?
MMAX has an expense ratio of 0.50% while RJCA charges 0.61%. MMAX is the cheaper option, by $11 a year on a $10,000 investment.
Which pays a higher dividend, MMAX or RJCA?
MMAX yields 0.76% while RJCA yields 0.00%, so MMAX currently pays the higher dividend yield.
Is RJCA better than MMAX?
MMAX has a lower expense ratio. RJCA led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.