AUGZ vs SIXH

AAUGZ

BSIXH

Measures won2–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,239SIXH · AUGZ $15,246

Lowest cost0.31%SIXH · $31 on $10k

Most income3.43%AUGZ · $343 on $10k

Smallest drop−1.2%BALT · worst fall in 1Y

Held in common[…]AUGZ and SIXH

AUGZ

SIXH

TrueShares Structured Outcome (August) ETF · $43METC 6 Meridian Hedged Equity Index Option ETF · $621M

+15.4%3 years · per year$15,377 · $14,681+13.7%

+8.8%5 years · per year$15,246 · $16,239+10.2%

0.79%Expense ratio$79 · $31 on $10k · lower wins0.31%

3.43%12-mo yield$343 · $179 on $10k1.79%

−7.2%Worst dropSmaller wins−3.5%

11.1%VolatilityLower wins8.6%

2–4SIXH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAUGZ · SIXH

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M
2	AAUGZ	TrueShares Structured Outcome (August) ETFRead Desk	0.79%	3.43%	+0.3%	+5.7%	+6.2%	+15.4%	+8.8%	−7.2%	$43M
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.79%	0.0%	+14.7%	+19.6%	+13.7%	+10.2%	−3.5%	$621M
2	AAUGZ	TrueShares Structured Outcome (August) ETFRead Desk	0.79%	3.43%	+0.3%	+5.7%	+6.2%	+15.4%	+8.8%	−7.2%	$43M
3	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.2%	+3.8%	+5.5%	+7.7%	+6.1%	−1.2%	$3.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AUGZ vs SIXH

AUGZ

TrueShares Structured Outcome (August)

$15,246

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,240

MeasureAUGZSIXH

Fee0.79%0.31%

Cost on $10k a year$79$31

Yield3.43%1.79%

5 years, per year+8.8%+10.2%

3 years, per year+15.4%+13.7%

Worst drop · 1Y−7.2%−3.5%

Volatility · 1Y11.1%8.6%

4–2measures won
SIXH first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AUGZ, SIXH, BALT

Today

[…]holdings […]

AUGZSIXHBALT

AUGZ—[…][…]

SIXH[…]—[…]

BALT[…][…]—

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

Income After Fees on $10,000

$264most kept, AUGZ

AUGZ$343 − $79 = $264

SIXH$179 − $31 = $148

BALT$0 − $69 = −$69

KeptFee

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