OCTZ vs SIXH

AOCTZ

BSIXH

Measures won2–4SIXH wins · of 6 · 5Y

$10,000 · 5Y$16,751SIXH · OCTZ $16,066

Lowest cost0.31%SIXH · $31 on $10k

Most income3.66%OCTZ · $366 on $10k

Smallest drop−3.5%SIXH · worst fall in 1Y

Held in common[…]OCTZ and SIXH

OCTZ

SIXH

TrueShares Structured Outcome (October) ETF · $43METC 6 Meridian Hedged Equity Index Option ETF · $635M

+17.4%3 years · per year$16,195 · $15,296+15.2%

+9.9%5 years · per year$16,066 · $16,751+10.9%

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

3.66%12-mo yield$366 · $173 on $10k1.73%

−7.3%Worst dropSmaller wins−3.5%

10.6%VolatilityLower wins8.0%

2–4SIXH wins

$10,000 · 5 yearsOne scale

Shared top holdingsOCTZ · SIXH

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$635M
2	AOCTZ	TrueShares Structured Outcome (October) ETFRead Desk		0.79%	3.66%	+1.2%	+9.0%	+8.9%	+17.4%	+9.9%	−7.3%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk		0.31%	1.73%	+0.7%	+18.4%	+23.9%	+15.2%	+10.9%	−3.5%	$635M
2	AOCTZ	TrueShares Structured Outcome (October) ETFRead Desk		0.79%	3.66%	+1.2%	+9.0%	+8.9%	+17.4%	+9.9%	−7.3%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCTZ vs SIXH

OCTZ

TrueShares Structured Outcome (October)

$16,067

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,751

MeasureOCTZSIXH

Fee0.79%0.31%

Cost on $10k a year$79$31

Yield3.66%1.73%

5 years, per year+9.9%+10.9%

3 years, per year+17.4%+15.2%

Worst drop · 1Y−7.3%−3.5%

Volatility · 1Y10.6%8.0%

4–2measures won
SIXH first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OCTZ, SIXH

Today

[…]holdings […]

OCTZSIXH

OCTZ—[…]

SIXH[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$287most kept, OCTZ

OCTZ$366 − $79 = $287

SIXH$173 − $31 = $142

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee