PHEQ vs SIXH

APHEQ

BSIXH

Measures won3–2PHEQ wins · of 6 · 5Y

$10,000 · 5Y$16,751SIXH

Lowest cost0.29%PHEQ · $29 on $10k

Most income1.73%SIXH · $173 on $10k

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

Held in common24.6%PHEQ and SIXH

PHEQ

SIXH

Parametric Hedged Equity ETF · $150METC 6 Meridian Hedged Equity Index Option ETF · $635M

+15.5%3 years · per year$15,389 · $15,296+15.2%

[…]5 years · per year[…] · $16,751+10.9%

0.29%Expense ratio$29 · $31 on $10k · lower wins0.31%

0.81%12-mo yield$81 · $173 on $10k1.73%

−4.3%Worst dropSmaller wins−3.5%

6.2%VolatilityLower wins8.0%

3–2PHEQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHEQ · SIXH

1.6%XOM2.4%

1.6%MU3.7%

1.5%JNJ2.5%

7.7%NVDA1.3%

Held in common24.6%

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	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.81%	+0.9%	+9.7%	+10.8%	+15.5%	new	−4.3%	$150M

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	APHEQ	Parametric Hedged Equity ETFRead Desk		0.29%	0.81%	+0.9%	+9.7%	+10.8%	+15.5%	new	−4.3%	$150M

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

PHEQ vs SIXH

PHEQ

Parametric Hedged Equity

[…]

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,751

MeasurePHEQSIXH

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield0.81%1.73%

5 years, per year[…]+10.9%

3 years, per year+15.5%+15.2%

Worst drop · 1Y−4.3%−3.5%

Volatility · 1Y6.2%8.0%

3–2measures won
PHEQ first

24.6%

holdings shared

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: PHEQ, SIXH

Today

24.6%most shared, PHEQ and SIXH

PHEQSIXH

PHEQ—24.6%

SIXH24.6%—

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

Income After Fees on $10,000

$142most kept, SIXH

SIXH$173 − $31 = $142

PHEQ$81 − $29 = $52

KeptFee

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