Compare · 2 funds side by side · dividends reinvested

PHEQ and SIXH

PHEQEaton Vance×SIXHMeridian×

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

02 / 04

PHEQ 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%$744M1.3

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.82%+8.8%+9.7%+15.4%[…]−4.3%6.1%$149M1.7

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: PHEQ 2023 · SIXH 2020

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Hedged Equity ETF · $149M[…]

PHEQ

SIXH

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

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

PHEQMeasureSIXH

+8.8%Year to dateJan 1 → Nov 3+17.5%

+9.7%1 yearTotal return+22.6%

+15.4%3 years · per year$10,000 became $15,388 · $15,430+15.6%

[…]5 years · per year$10,000 became […] · $16,464+10.5%

0.29%Expense ratio$29 · $31 a year on $10k · lower is better0.31%

0.82%Trailing 12-mo yield$82 · $175 a year on $10k1.75%

−4.3%Worst dropSmaller is better−3.5%

6.1%VolatilityLower is calmer8.0%

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

2–5SIXH wins

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

More Ways to See the Pairs

PHEQ vs SIXH: Top 5 Holdings

Today

PHEQ

27.7%in top 5

SIXH

in top 521.2%

PHEQStockSIXH

7.7%AAPLnot top 5

7.5%NVDAnot top 5

5.9%MSFTnot top 5

not top 5MO5.7%

not top 5PEP4.1%

not top 5PM4.1%

3.9%AMZNnot top 5

not top 5BMY3.7%

not top 5VZ3.6%

2.6%GOOGLnot top 5

Held in common26.3%

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

PHEQ vs SIXH Returns, Every Period

Eaton VancePHEQ

+9.7%

past year

SIXHMeridian

+22.6%

past year

PHEQSIXHFaded: behind in that period

0–3SIXH wins

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

PHEQ vs SIXH

YTD

Eaton VancePHEQ

+8.8%

SIXHMeridian

+17.5%

+8.8%Year to date+17.5%

−4.3%Worst drop · 1Y−3.5%

6.1%Volatility · 1Y8.0%

0.8%Yield1.7%

$149MAssets$744M

3–1SIXH wins

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

Cost, Income and Risk

Fees: PHEQ, SIXH

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

SIXH0.31%$31

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

Yields: PHEQ, SIXH

1.75%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.75%$175

PHEQ0.82%$82

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

Income After Fees on $10,000

$144most kept, SIXH

SIXH$175 − $31 = $144

PHEQ$82 − $29 = $53

KeptFee

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

Overlap: PHEQ, SIXH

Today

26.3%most shared, PHEQ and SIXH

PHEQSIXH

PHEQ—26.3%

SIXH26.3%—

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

PHEQWorst drop−4.3%6.1% 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

SIXHPHEQ

+17.5%Year to date+8.8%

1.7%Yield0.8%

+22.6%Past year+9.7%

0.31%Fee0.29%

3–1SIXH 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