Compare · 3 funds side by side · dividends reinvested

FHEQ, SIXH and BALT

FHEQFidelity×SIXHMeridian×BALTInnovator×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,239SIXH · best of the three

02 / 04

FHEQ, SIXH and BALT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.79%+14.7%+19.6%+13.7%+10.2%−3.5%8.6%$621M1.3

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+3.8%+5.5%+7.7%+6.1%−1.2%2.6%$3.3B2.3

Fidelity Hedged Equity ETFDefined Outcome · Hedged equity0.52%0.61%+6.0%+6.1%[…][…]−7.8%10.3%$1000M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FHEQ 2024 · SIXH 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Hedged Equity ETF · $1000M[…]

FHEQ

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $621M$16,239

$10,000 five years ago, dividends reinvested · they hold 23.7% in common

FHEQMeasureSIXH

+6.0%Year to dateJan 1 → Nov 6+14.7%

+6.1%1 yearTotal return+19.6%

[…]3 years · per year$10,000 became […] · $14,681+13.7%

[…]5 years · per year$10,000 became […] · $16,239+10.2%

0.52%Expense ratio$52 · $31 a year on $10k · lower is better0.31%

0.61%Trailing 12-mo yield$61 · $179 a year on $10k1.79%

−7.8%Worst dropSmaller is better−3.5%

10.3%VolatilityLower is calmer8.6%

FHEQSIXH Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SIXH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FHEQ vs SIXH: Top 5 Holdings

Today

FHEQ

26.8%in top 5

SIXH

in top 521.4%

FHEQStockSIXH

7.8%AAPLnot top 5

6.6%NVDAnot top 5

5.7%MSFTnot top 5

not top 5MO5.2%

4.1%AMZNnot top 5

not top 5PEP4.1%

not top 5VZ4.1%

not top 5T4.0%

not top 5BMY4.0%

2.5%GOOGLnot top 5

Held in common23.7%

End-of-day Nov 6, 2026 · share of each fund

FHEQ vs SIXH Returns, Every Period

FidelityFHEQ

+6.1%

past year

SIXHMeridian

+19.6%

past year

FHEQSIXHFaded: behind in that period

0–2SIXH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FHEQ vs SIXH

YTD

FidelityFHEQ

+6.0%

SIXHMeridian

+14.7%

+6.0%Year to date+14.7%

−7.8%Worst drop · 1Y−3.5%

10.3%Volatility · 1Y8.6%

0.6%Yield1.8%

$1000MAssets$621M

4–0SIXH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHEQ, SIXH, BALT

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

FHEQ0.52%$52

BALT0.69%$69

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FHEQ, SIXH, BALT

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

FHEQ0.61%$61

BALT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

FHEQ$61 − $52 = $9

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FHEQ, SIXH, BALT

Today

23.7%most shared, FHEQ and SIXH

FHEQSIXHBALT

FHEQ—23.7%[…]

SIXH23.7%—[…]

BALT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.6%SIXH, at 8.6% volatility

BALTWorst drop−1.2%2.6% vol

SIXHWorst drop−3.5%8.6% vol

FHEQWorst drop−7.8%10.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHFHEQ

+14.7%Year to date+6.0%

1.8%Yield0.6%

+19.6%Past year+6.1%

0.31%Fee0.52%

4–0SIXH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026