Compare · 3 funds side by side · dividends reinvested

HAWG, SIXH and BALT

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

02 / 04

HAWG, 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%$3.3B1.8

HCM Hedged Equity ETFDefined Outcome · Hedged equity1.35%0.00%[…][…][…][…][…][…]$102M2.5

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: HAWG 2026 · SIXH 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

HCM Hedged Equity ETF · $102M[…]

HAWG

SIXH

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

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

HAWGMeasureSIXH

[…]Year to dateJan 1 → Nov 6+14.7%

[…]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%

1.35%Expense ratio$135 · $31 a year on $10k · lower is better0.31%

0.00%Trailing 12-mo yield$0 · $179 a year on $10k1.79%

[…]Worst dropSmaller is better−3.5%

[…]VolatilityLower is calmer8.6%

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

0–2SIXH wins

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

More Ways to See the Pairs

HAWG vs SIXH: Top 5 Holdings

Today

HAWG

38.0%in top 5

SIXH

in top 521.4%

HAWGStockSIXH

10.9%AAPLnot top 5

9.3%NVDAnot top 5

8.7%MSFTnot top 5

5.5%AMZNnot top 5

not top 5MO5.2%

not top 5PEP4.1%

not top 5VZ4.1%

not top 5T4.0%

not top 5BMY4.0%

3.6%GOOGLnot top 5

Held in common20.4%

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

HAWG vs SIXH Returns, Every Period

HCMHAWG

[…]

past year

SIXHMeridian

+19.6%

past year

Returns […]

HAWGSIXHFaded: behind in that period

0–0Level

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

HAWG vs SIXH

YTD

HCMHAWG

[…]

SIXHMeridian

+14.7%

[…]Year to date+14.7%

[…]Worst drop · 1Y−3.5%

[…]Volatility · 1Y8.6%

0.0%Yield1.8%

$102MAssets$621M

1–0SIXH wins

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

Cost, Income and Risk

Fees: HAWG, SIXH, BALT

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

HAWG1.35%$135

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

Yields: HAWG, SIXH, BALT

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

HAWG0.00%$0

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

BALT$0 − $69 = −$69

HAWG$0 − $135 = −$135

KeptFee

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

Overlap: HAWG, SIXH, BALT

Today

20.4%most shared, HAWG and SIXH

HAWGSIXHBALT

HAWG—20.4%[…]

SIXH20.4%—[…]

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

HAWGWorst drop[…][…]

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

Paid More vs Made More

YTD

SIXHBALT

+14.7%Year to date+3.8%

1.8%Yield0.0%

+19.6%Past year+5.5%

0.31%Fee0.69%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026