Compare · 3 funds side by side · dividends reinvested

SIXH, HELO and VOO

SIXHMeridian×HELOJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

SIXH, HELO and VOO, 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%$744M1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.9

JPMorgan Hedged Equity Laddered Overlay ETFDefined Outcome · Hedged equity0.50%0.57%+4.2%+5.7%+13.0%[…]−5.8%7.2%$4.8B2.6

Rank among the three1st → 3rdFee, 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: SIXH 2020 · HELO 2023 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

SIXH

HELO

JPMorgan Hedged Equity Laddered Overlay ETF · $4.8B[…]

$10,000 five years ago, dividends reinvested · they hold 22.5% in common

SIXHMeasureHELO

+17.5%Year to dateJan 1 → Nov 3+4.2%

+22.6%1 yearTotal return+5.7%

+15.6%3 years · per year$10,000 became $15,430 · $14,415+13.0%

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

0.31%Expense ratio$31 · $50 a year on $10k · lower is better0.50%

1.75%Trailing 12-mo yield$175 · $57 a year on $10k0.57%

−3.5%Worst dropSmaller is better−5.8%

8.0%VolatilityLower is calmer7.2%

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

6–1SIXH wins

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

More Ways to See the Pairs

SIXH vs HELO: Top 5 Holdings

Today

SIXH

21.2%in top 5

HELO

in top 528.2%

SIXHStockHELO

not top 5NVDA7.9%

not top 5AAPL7.2%

not top 5MSFT6.5%

5.7%MOnot top 5

4.1%PEPnot top 5

4.1%PMnot top 5

not top 5AMZN4.0%

3.7%BMYnot top 5

3.6%VZnot top 5

not top 5AVGO2.5%

Held in common22.5%

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

SIXH vs HELO Returns, Every Period

MeridianSIXH

+22.6%

past year

HELOJ.P. Morgan

+5.7%

past year

SIXHHELOFaded: behind in that period

3–0SIXH wins

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

Defined Outcome vs Core: SIXH vs VOO

YTD

MeridianSIXH

+17.5%

VOOVanguard

+11.5%

+17.5%Year to date+11.5%

−3.5%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y12.7%

1.7%Yield1.1%

$744MAssets$1.00T

4–0SIXH wins

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

Cost, Income and Risk

Fees: SIXH, HELO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SIXH0.31%$31

HELO0.50%$50

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

Yields: SIXH, HELO, VOO

1.75%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.75%$175

VOO1.07%$107

HELO0.57%$57

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

Income After Fees on $10,000

$144most kept, SIXH

SIXH$175 − $31 = $144

VOO$107 − $3 = $104

HELO$57 − $50 = $7

KeptFee

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

Overlap: SIXH, HELO, VOO

Today

65.0%most shared, HELO and VOO

SIXHHELOVOO

SIXH—22.5%24.1%

HELO22.5%—65.0%

VOO24.1%65.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.6%SIXH, at 8.0% volatility

HELOWorst drop−5.8%7.2% vol

SIXHWorst drop−3.5%8.0% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHVOO

+17.5%Year to date+11.5%

1.7%Yield1.1%

+22.6%Past year+11.9%

0.31%Fee0.03%

3–1SIXH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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