Compare · 2 funds side by side · dividends reinvested

HEGD and SIXH

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,464SIXH · best of the two

02 / 04

HEGD and SIXH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.75%+17.5%+22.6%+15.6%+10.5%−3.5%8.0%$744M1.1

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+5.4%+4.9%+14.8%+7.4%−4.4%8.0%$730M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: HEGD 2020 · SIXH 2020

Head to Head

Swap sides Versus in desk

Head to Head

Swan Hedged Equity US Large Cap ETF · $730M$14,316

HEGD

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $744M$16,464

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

HEGDMeasureSIXH

+5.4%Year to dateJan 1 → Nov 3+17.5%

+4.9%1 yearTotal return+22.6%

+14.8%3 years · per year$10,000 became $15,140 · $15,430+15.6%

+7.4%5 years · per year$10,000 became $14,316 · $16,464+10.5%

0.88%Expense ratio$88 · $31 a year on $10k · lower is better0.31%

0.34%Trailing 12-mo yield$34 · $175 a year on $10k1.75%

−4.4%Worst dropSmaller is better−3.5%

8.0%VolatilityLower is calmer8.0%

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

0–7SIXH wins

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

More Ways to See the Pairs

HEGD vs SIXH: Top 5 Holdings

Today

HEGD

93.1%in top 5

SIXH

in top 521.2%

HEGDStockSIXH

93.1%SPYnot top 5

not top 5MO5.7%

not top 5PEP4.1%

not top 5PM4.1%

not top 5BMY3.7%

not top 5VZ3.6%

Held in common1.9%

End-of-day Nov 3, 2026 · share of each fund

HEGD vs SIXH Returns, Every Period

SwanHEGD

+7.4%

5 years, per year

SIXHMeridian

+10.5%

5 years, per year

HEGDSIXHFaded: behind in that period

0–4SIXH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HEGD vs SIXH

YTD

SwanHEGD

+5.4%

SIXHMeridian

+17.5%

+5.4%Year to date+17.5%

−4.4%Worst drop · 1Y−3.5%

8.0%Volatility · 1Y8.0%

0.3%Yield1.7%

$730MAssets$744M

3–0SIXH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEGD, SIXH

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

HEGD0.88%$88

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HEGD, SIXH

1.75%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.75%$175

HEGD0.34%$34

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, SIXH

SIXH$175 − $31 = $144

HEGD$34 − $88 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HEGD, SIXH

Today

1.9%most shared, HEGD and SIXH

HEGDSIXH

HEGD—1.9%

SIXH1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%SIXH, at 8.0% volatility

HEGDWorst drop−4.4%8.0% vol

SIXHWorst drop−3.5%8.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHHEGD

+17.5%Year to date+5.4%

1.7%Yield0.3%

+22.6%Past year+4.9%

0.31%Fee0.88%

4–0SIXH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026