Compare · 3 funds side by side · dividends reinvested

SIXA, VTV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,860SIXA · best of the three

02 / 04

SIXA, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ETC 6 Meridian Mega Cap Equity ETFUS Stock Styles · Large cap0.31%2.01%+14.8%+18.3%+21.6%+12.3%−5.6%10.2%$545M1.5

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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: SIXA 2020 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Mega Cap Equity ETF · $545M$17,860

SIXA

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

SIXAMeasureVTV

+14.8%Year to dateJan 1 → Nov 6+18.5%

+18.3%1 yearTotal return+22.9%

+21.6%3 years · per year$10,000 became $17,991 · $17,687+20.9%

+12.3%5 years · per year$10,000 became $17,860 · $17,585+12.0%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

2.01%Trailing 12-mo yield$201 · $187 a year on $10k1.87%

−5.6%Worst dropSmaller is better−6.4%

10.2%VolatilityLower is calmer10.7%

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

5–3SIXA wins

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

More Ways to See the Pairs

SIXA vs VTV: Top 5 Holdings

Today

SIXA

22.5%in top 5

VTV

in top 515.8%

SIXAStockVTV

5.5%MOnot top 5

not top 5MU4.6%

4.3%PEPnot top 5

4.3%VZnot top 5

4.2%Tnot top 5

4.2%BMYnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common31.2%

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

SIXA vs VTV Returns, Every Period

MeridianSIXA

+12.3%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SIXAVTVFaded: behind in that period

2–2Level

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

SIXA vs VTV

YTD

MeridianSIXA

+14.8%

VTVVanguard

+18.5%

+14.8%Year to date+18.5%

−5.6%Worst drop · 1Y−6.4%

10.2%Volatility · 1Y10.7%

2.0%Yield1.9%

$545MAssets$184B

3–1SIXA wins

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

Cost, Income and Risk

Fees: SIXA, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SIXA0.31%$31

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

Yields: SIXA, VTV, IWF

2.01%highest, SIXA

FundTrailing yieldYield$10k

SIXA2.01%$201

VTV1.87%$187

IWF0.39%$39

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIXA$201 − $31 = $170

IWF$39 − $18 = $21

KeptFee

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

Overlap: SIXA, VTV, IWF

Today

31.2%most shared, SIXA and VTV

SIXAVTVIWF

SIXA—31.2%17.0%

VTV31.2%—11.8%

IWF17.0%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

SIXAWorst drop−5.6%10.2% vol

VTVWorst drop−6.4%10.7% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SIXAVTV

+14.8%Year to date+18.5%

2.0%Yield1.9%

+18.3%Past year+22.9%

0.31%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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