Compare · 3 funds side by side · dividends reinvested

HEGD, 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

HEGD, 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%$621M1.5

Swan Hedged Equity US Large Cap ETFDefined Outcome · Hedged equity0.88%0.34%+4.0%+4.2%+14.0%+7.0%−4.6%8.5%$719M2.3

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

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: HEGD 2020 · SIXH 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

Swan Hedged Equity US Large Cap ETF · $719M$14,042

HEGD

SIXH

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

HEGDMeasureSIXH

+4.0%Year to dateJan 1 → Nov 6+14.7%

+4.2%1 yearTotal return+19.6%

+14.0%3 years · per year$10,000 became $14,811 · $14,681+13.7%

+7.0%5 years · per year$10,000 became $14,042 · $16,239+10.2%

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

0.34%Trailing 12-mo yield$34 · $179 a year on $10k1.79%

−4.6%Worst dropSmaller is better−3.5%

8.5%VolatilityLower is calmer8.6%

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

2–6SIXH wins

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

More Ways to See the Pairs

HEGD vs SIXH: Top 5 Holdings

Today

HEGD

92.2%in top 5

SIXH

in top 521.4%

HEGDStockSIXH

92.2%SPYnot top 5

not top 5MO5.2%

not top 5PEP4.1%

not top 5VZ4.1%

not top 5T4.0%

not top 5BMY4.0%

Held in common2.0%

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

HEGD vs SIXH Returns, Every Period

SwanHEGD

+7.0%

5 years, per year

SIXHMeridian

+10.2%

5 years, per year

HEGDSIXHFaded: behind in that period

1–3SIXH wins

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

HEGD vs SIXH

YTD

SwanHEGD

+4.0%

SIXHMeridian

+14.7%

+4.0%Year to date+14.7%

−4.6%Worst drop · 1Y−3.5%

8.5%Volatility · 1Y8.6%

0.3%Yield1.8%

$719MAssets$621M

3–1SIXH wins

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

Cost, Income and Risk

Fees: HEGD, SIXH, BALT

Today

0.31%lowest, SIXH

FundExpense ratioFee$10k

SIXH0.31%$31

BALT0.69%$69

HEGD0.88%$88

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

Yields: HEGD, SIXH, BALT

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

HEGD0.34%$34

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

HEGD$34 − $88 = −$54

BALT$0 − $69 = −$69

KeptFee

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

Overlap: HEGD, SIXH, BALT

Today

2.0%most shared, HEGD and SIXH

HEGDSIXHBALT

HEGD—2.0%[…]

SIXH2.0%—[…]

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

HEGDWorst drop−4.6%8.5% vol

SIXHWorst drop−3.5%8.6% vol

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

Paid More vs Made More

YTD

SIXHHEGD

+14.7%Year to date+4.0%

1.8%Yield0.3%

+19.6%Past year+4.2%

0.31%Fee0.88%

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