HEGD vs SIXH

AHEGD

BSIXH

Measures won2–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,239SIXH · HEGD $14,042

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 common2.0%HEGD and SIXH

HEGD

SIXH

Swan Hedged Equity US Large Cap ETF · $719METC 6 Meridian Hedged Equity Index Option ETF · $621M

+14.0%3 years · per year$14,811 · $14,681+13.7%

+7.0%5 years · per year$14,042 · $16,239+10.2%

0.88%Expense ratio$88 · $31 on $10k · lower wins0.31%

0.34%12-mo yield$34 · $179 on $10k1.79%

−4.6%Worst dropSmaller wins−3.5%

8.5%VolatilityLower wins8.6%

2–4SIXH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsHEGD · SIXH

92.2%SPY2.0%

Held in common2.0%

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	AHEGD	Swan Hedged Equity US Large Cap ETFRead Desk	0.88%	0.34%	+0.3%	+4.0%	+4.2%	+14.0%	+7.0%	−4.6%	$719M
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	AHEGD	Swan Hedged Equity US Large Cap ETFRead Desk	0.88%	0.34%	+0.3%	+4.0%	+4.2%	+14.0%	+7.0%	−4.6%	$719M
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

HEGD vs SIXH

HEGD

Swan Hedged Equity US Large Cap

$14,042

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,240

MeasureHEGDSIXH

Fee0.88%0.31%

Cost on $10k a year$88$31

Yield0.34%1.79%

5 years, per year+7.0%+10.2%

3 years, per year+14.0%+13.7%

Worst drop · 1Y−4.6%−3.5%

Volatility · 1Y8.5%8.6%

4–2measures won
SIXH first

2.0%

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: HEGD, SIXH, BALT

Today

2.0%most shared, HEGD and SIXH

HEGDSIXHBALT

HEGD—2.0%[…]

SIXH2.0%—[…]

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

HEGD$34 − $88 = −$54

BALT$0 − $69 = −$69

KeptFee

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