Compare · 3 funds side by side · dividends reinvested

PHEQ, SIXH and BALT

PHEQEaton Vance×SIXHMeridian×BALTInnovator×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,590SIXH · best of the three

Story of the three · IncomeMost incomeSIXH · 1.73% · $173 a year on $10k

Story of the three · RiskSmallest drop

PHEQ, 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%1.73%+18.6%+22.5%+13.9%+10.7%−3.5%8.9%$632M1.6

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.82%+9.0%+10.1%+14.1%[…]−4.3%6.8%$151M1.9

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.6%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: PHEQ 2023 · SIXH 2020 · BALT 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Parametric Hedged Equity ETF · $151M[…]

PHEQ

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $632M$16,590

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

PHEQ

More Ways to See the Pairs

PHEQ vs SIXH: Top 5 Holdings

Today

PHEQ

27.4%in top 5

SIXH

in top 521.0%

PHEQStockSIXH

7.9%AAPLnot top 5

6.2%MSFTnot top 5

6.2%NVDAnot top 5

not top 5MO5.1%

4.3%AMZNnot top 5

Cost, Income and Risk

Fees: PHEQ, SIXH, BALT

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

SIXH0.31%$31

BALT0.69%$69

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PHEQ, SIXH, BALT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SIXH

+9.0%Year to dateJan 1 → Nov 11+18.6%

+10.1%1 yearTotal return+22.5%

+14.1%3 years · per year$10,000 became $14,849 · $14,773+13.9%

[…]5 years · per year$10,000 became […] · $16,590+10.7%

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

0.82%Trailing 12-mo yield$82 · $173 a year on $10k1.73%

−4.3%Worst dropSmaller is better−3.5%

6.8%VolatilityLower is calmer8.9%

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

3–4SIXH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PEP4.1%

not top 5VZ4.0%

not top 5T4.0%

not top 5BMY3.9%

2.7%GOOGLnot top 5

Held in common24.0%

End-of-day Nov 11, 2026 · share of each fund

PHEQ vs SIXH Returns, Every Period

1Y

Eaton VancePHEQ

+10.1%

past year

SIXHMeridian

+22.5%

past year

PHEQSIXHFaded: behind in that period

1–2SIXH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PHEQ vs SIXH

YTD

Eaton VancePHEQ

+9.0%

SIXHMeridian

+18.6%

+9.0%Year to date+18.6%

−4.3%Worst drop · 1Y−3.5%

6.8%Volatility · 1Y8.9%

0.8%Yield1.7%

$151MAssets$632M

3–1SIXH wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.73%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.73%$173

PHEQ0.82%$82

BALT0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, SIXH

SIXH$173 − $31 = $142

PHEQ$82 − $29 = $53

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PHEQ, SIXH, BALT

Today

24.0%most shared, PHEQ and SIXH

PHEQSIXHBALT

PHEQ—24.0%[…]

SIXH24.0%—[…]

BALT[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.5%SIXH, at 8.9% volatility

BALTWorst drop−1.2%2.7% vol

PHEQWorst drop−4.3%6.8% vol

SIXHWorst drop−3.5%8.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHPHEQ

+18.6%Year to date+9.0%

1.7%Yield0.8%

+22.5%Past year+10.1%

0.31%Fee0.29%

3–1SIXH wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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PHEQ, SIXH and BALT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three