Compare · 3 funds side by side · dividends reinvested

PHEQ, SIXH and SFLR

PHEQEaton Vance×SIXHMeridian×SFLRInnovator×

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

02 / 04

PHEQ, SIXH and SFLR, 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%$641M1.5

Parametric Hedged Equity ETFDefined Outcome · Hedged equity0.29%0.83%+7.0%+8.2%+14.1%[…]−4.3%6.7%$151M1.7

Innovator Equity Managed Floor ETFDefined Outcome · Hedged equity0.89%0.25%+3.1%+3.7%+14.9%[…]−6.8%10.7%$2.2B2.7

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: PHEQ 2023 · SIXH 2020 · SFLR 2022

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Hedged Equity ETF · $151M[…]

PHEQ

SIXH

ETC 6 Meridian Hedged Equity Index Option ETF · $641M$16,239

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

PHEQMeasureSIXH

+7.0%Year to dateJan 1 → Nov 6+14.7%

+8.2%1 yearTotal return+19.6%

+14.1%3 years · per year$10,000 became $14,863 · $14,681+13.7%

[…]5 years · per year$10,000 became […] · $16,239+10.2%

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

0.83%Trailing 12-mo yield$84 · $179 a year on $10k1.79%

−4.3%Worst dropSmaller is better−3.5%

6.7%VolatilityLower is calmer8.6%

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

3–4SIXH wins

End-of-day Nov 6, 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

27.9%in top 5

SIXH

in top 521.4%

PHEQStockSIXH

7.9%AAPLnot top 5

6.8%NVDAnot top 5

6.4%MSFTnot top 5

not top 5MO5.2%

4.2%AMZNnot top 5

not top 5PEP4.1%

not top 5VZ4.1%

not top 5T4.0%

not top 5BMY4.0%

2.7%GOOGLnot top 5

Held in common23.5%

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

PHEQ vs SIXH Returns, Every Period

Eaton VancePHEQ

+8.2%

past year

SIXHMeridian

+19.6%

past year

PHEQSIXHFaded: behind in that period

1–2SIXH wins

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

PHEQ vs SIXH

YTD

Eaton VancePHEQ

+7.0%

SIXHMeridian

+14.7%

+7.0%Year to date+14.7%

−4.3%Worst drop · 1Y−3.5%

6.7%Volatility · 1Y8.6%

0.8%Yield1.8%

$151MAssets$641M

3–1SIXH wins

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

Cost, Income and Risk

Fees: PHEQ, SIXH, SFLR

Today

0.29%lowest, PHEQ

FundExpense ratioFee$10k

PHEQ0.29%$29

SIXH0.31%$31

SFLR0.89%$89

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

Yields: PHEQ, SIXH, SFLR

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

PHEQ0.83%$84

SFLR0.25%$25

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

PHEQ$84 − $29 = $55

SFLR$25 − $89 = −$64

KeptFee

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

Overlap: PHEQ, SIXH, SFLR

Today

76.8%most shared, PHEQ and SFLR

PHEQSIXHSFLR

PHEQ—23.5%76.8%

SIXH23.5%—22.6%

SFLR76.8%22.6%—

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

PHEQWorst drop−4.3%6.7% vol

SIXHWorst drop−3.5%8.6% vol

SFLRWorst drop−6.8%10.7% vol

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

Paid More vs Made More

YTD

SIXHPHEQ

+14.7%Year to date+7.0%

1.8%Yield0.8%

+19.6%Past year+8.2%

0.31%Fee0.29%

3–1SIXH 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