PHEQ vs SIXH

APHEQ

BSIXH

Measures won3–2PHEQ wins · of 6 · 5Y

$10,000 · 5Y$16,590SIXH · BALT $13,539

Lowest cost0.29%PHEQ · $29 on $10k

Most income1.73%SIXH · $173 on $10k

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

Held in common24.0%PHEQ and SIXH

Parametric Hedged Equity ETF · $151METC 6 Meridian Hedged Equity Index Option ETF · $632M

+14.1%3 years · per year$14,849 · $14,773+13.9%

[…]5 years · per year[…] · $16,590+10.7%

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

0.82%12-mo yield$82 · $173 on $10k

Cards for this view

PHEQ

Parametric Hedged Equity

[…]

SIXH

ETC 6 Meridian Hedged Equity Index Option

$16,590

MeasurePHEQSIXH

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield0.82%1.73%

5 years, per year[…]+10.7%

3 years, per year+14.1%+13.9%

Worst drop · 1Y−4.3%−3.5%

Volatility · 1Y6.8%

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.73%	+1.6%	+18.6%	+22.5%	+13.9%	+10.7%	−3.5%	$632M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.3%	+4.6%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	APHEQ	Parametric Hedged Equity ETFRead Desk	0.29%	0.82%	+0.7%	+9.0%	+10.1%	+14.1%	new	−4.3%	$151M

#
1	BSIXH	ETC 6 Meridian Hedged Equity Index Option ETFRead Desk	0.31%	1.73%	+1.6%	+18.6%	+22.5%	+13.9%	+10.7%	−3.5%	$632M
2	BALT	Innovator Defined Wealth Shield ETFRead Desk	0.69%	0.00%	+0.3%	+4.6%	+6.0%	+7.7%	+6.2%	−1.2%	$3.3B
3	APHEQ	Parametric Hedged Equity ETFRead Desk	0.29%	0.82%	+0.7%	+9.0%	+10.1%	+14.1%	new	−4.3%	$151M

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