Compare · 3 funds side by side · dividends reinvested

SIXH, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SIXH, SPYM and SPY, 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%+13.9%+10.1%−3.5%8.6%$635M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SIXH 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Hedged Equity Index Option ETF · $635M$16,210

SIXH

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

SIXHMeasureSPYM

+14.7%Year to dateJan 1 → Nov 5+8.4%

+19.6%1 yearTotal return+9.8%

+13.9%3 years · per year$10,000 became $14,764 · $18,222+22.1%

+10.1%5 years · per year$10,000 became $16,210 · $17,164+11.4%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

1.79%Trailing 12-mo yield$179 · $106 a year on $10k1.06%

−3.5%Worst dropSmaller is better−8.9%

8.6%VolatilityLower is calmer13.6%

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

5–3SIXH wins

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

More Ways to See the Pairs

SIXH vs SPYM: Top 5 Holdings

Today

SIXH

20.8%in top 5

SPYM

in top 527.7%

SIXHStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.1%MOnot top 5

4.0%PEPnot top 5

3.9%VZnot top 5

not top 5AMZN3.9%

3.9%BMYnot top 5

3.9%Tnot top 5

not top 5GOOGL2.6%

Held in common23.3%

End-of-day Nov 5, 2026 · share of each fund

SIXH vs SPYM Returns, Every Period

MeridianSIXH

+10.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SIXHSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: SIXH vs SPYM

YTD

MeridianSIXH

+14.7%

SPYMSPDR

+8.4%

+14.7%Year to date+8.4%

−3.5%Worst drop · 1Y−8.9%

8.6%Volatility · 1Y13.6%

1.8%Yield1.1%

$635MAssets$182B

4–0SIXH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIXH, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SIXH0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIXH, SPYM, SPY

1.79%highest, SIXH

FundTrailing yieldYield$10k

SIXH1.79%$179

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIXH, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SIXHSPYMSPY

SIXH—23.3%23.3%

SPYM23.3%—99.9%

SPY23.3%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.6%SIXH, at 8.6% volatility

SIXHWorst drop−3.5%8.6% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIXHSPYM

+14.7%Year to date+8.4%

1.8%Yield1.1%

+19.6%Past year+9.8%

0.31%Fee0.02%

3–1SIXH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026