FHEQ vs SIXH

AFHEQ

BSIXH

Measures won0–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,239SIXH · BALT $13,449

Lowest cost0.31%SIXH · $31 on $10k

Most income1.79%SIXH · $179 on $10k

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

Held in common23.7%FHEQ and SIXH

FHEQ

SIXH

Fidelity Hedged Equity ETF · $1000METC 6 Meridian Hedged Equity Index Option ETF · $621M

[…]3 years · per year[…] · $14,681+13.7%

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

0.52%Expense ratio$52 · $31 on $10k · lower wins0.31%

0.61%12-mo yield$61 · $179 on $10k1.79%

−7.8%Worst dropSmaller wins−3.5%

10.3%VolatilityLower wins8.6%

0–4SIXH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFHEQ · SIXH

7.8%AAPL1.3%

2.0%META1.3%

1.3%MU2.9%

2.0%LLY1.3%

Held in common23.7%

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	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
3	AFHEQ	Fidelity Hedged Equity ETFRead Desk	0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

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	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
3	AFHEQ	Fidelity Hedged Equity ETFRead Desk	0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

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

FHEQ vs SIXH

FHEQ

Fidelity Hedged Equity

[…]

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,239

MeasureFHEQSIXH

Fee0.52%0.31%

Cost on $10k a year$52$31

Yield0.61%1.79%

5 years, per year[…]+10.2%

3 years, per year[…]+13.7%

Worst drop · 1Y−7.8%−3.5%

Volatility · 1Y10.3%8.6%

4–0measures won
SIXH first

23.7%

holdings shared

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: FHEQ, SIXH, BALT

Today

23.7%most shared, FHEQ and SIXH

FHEQSIXHBALT

FHEQ—23.7%[…]

SIXH23.7%—[…]

BALT[…][…]—

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

Income After Fees on $10,000

$148most kept, SIXH

SIXH$179 − $31 = $148

FHEQ$61 − $52 = $9

BALT$0 − $69 = −$69

KeptFee

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