HELO vs SIXH
YTDYear to date
SIXH wins+13.3 pts
Past year
SIXH wins+16.8 pts
Fee
SIXH winslower fee
Yield
SIXH wins+1.2 pts
AUM
HELO6.5× more
4–0SIXH wins
HELO and SIXH · year-to-date · as of Nov 4, 2026 · AUM not scored
SIXH vs S&P 500
3M$45.44 · −0.8% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return−0.8%+4.4%+5.2%+17.5%+22.6%+54.3%+64.6%+102.5%
Peer average+0.2%−2.0%−1.7%+5.8%+6.0%+56.0%+52.4%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Meridian SIXH and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
SIXH’s Holdings
TodayMOAltria Group5.7%PEP4.1%PM4.1%BMY3.7%VZ3.6%T3.2%WMT3.0%LLY3.0%BIL2.9%AMT2.8%COP2.8%MDLZ2.8%COST2.8%DUK2.8%FDX2.7%CMCSA2.7%USB2.6%JNJ2.5%MU2.0%SPY1.9%LRCX1.7%LMT1.6%29 more
Consumer DefensiveTechnologyHealthcareCommunication ServicesFinancial ServicesOther
Meridian SIXH · 51 holdings · tile size = share of the fund · as of Nov 3, 2026
All 31 Hedged Equity ETFs
5Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.2% | new | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.3% | +35.1% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.4% | new | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.7% | new | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.7% | +17.5% | +64.6% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | +43.2% | $730M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | +0.3% | new | $492M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.3% | +52.6% | $306M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.8% | new | $155M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.8% | new | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 5.9% | +8.9% | new | $133M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.2% | +61.0% | $104M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $99.4M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.7% | +12.5% | new | $95.5M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.8% | +5.7% | +13.3% | $50.0M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.7% | +56.0% | $43.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 4, 2026
SIXH Payouts by Year
6YLatest payout, Oct 2026
$0.12
a share · every month
1.7% yield
1.7% yield
6 years added up
$3.59 a share
$3.59 a share
Meridian SIXH · per-share distributions by ex-date · 2021–2026
SIXH’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered Overlay ETFReadVersus | 0.50% | 0.6% | +0.3% | +4.2% | +5.7% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.1% | +4.3% | +5.9% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +0.4% | +5.4% | +5.5% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.2% | +7.7% | +7.1% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFThis fund | 0.31% | 1.7% | −0.8% | +17.5% | +22.6% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | 0.0% | +5.4% | +4.9% | $730M |
#1 of 29 this year · #2 cheapest of 31 · sorted by assetsOpen the Defined Outcome table →
SIXH and its peer group · total return · as of Nov 4, 2026
Cards for This View
SIXH’s Top 10 Holdings
Today36.2%of SIXH sits in these 10
Meridian SIXH · weight in the fund · as of Nov 3, 2026
SIXH’s Holdings
TodayMOAltria Group5.7%PEP4.1%PM4.1%BMY3.7%VZ3.6%T3.2%WMT3.0%LLY3.0%BIL2.9%AMT2.8%COP2.8%MDLZ2.8%COST2.8%DUK2.8%FDX2.7%CMCSA2.7%USB2.6%JNJ2.5%MU2.0%SPY1.9%LRCX1.7%LMT1.6%29 more
Consumer DefensiveTechnologyHealthcareCommunication ServicesFinancial ServicesOther
Meridian SIXH · 51 holdings · tile size = share of the fund · as of Nov 3, 2026
SIXH vs Peer Average
YTDSIXHAvsBPeer average
1D−0.8%+0.2%
1M+4.4%−2.0%
3M+5.2%−1.7%
YTD+17.5%+5.8%
1Y+22.6%+6.0%
3Y+54.3%+56.0%
5Y+64.6%+52.4%
5–2SIXH wins
30 Hedged equity peers · each row scaled to its leader