HELO vs SIXH
YTDYear to date
SIXH wins+13.0 pts
Past year
SIXH wins+17.2 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 5, 2026 · AUM not scored
SIXH vs S&P 500
3M$45.78 · +0.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return+0.7%+4.6%+5.9%+18.4%+23.9%+53.0%+67.5%+104.0%
Peer average+0.9%−1.5%−0.7%+6.7%+6.9%+56.2%+54.5%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Meridian SIXH and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
SIXH’s Holdings
TodayMOAltria Group5.1%VZ3.9%PEP3.8%T3.8%PM3.8%BMY3.8%SNDK3.8%MU3.7%CVX3.7%BIL3.0%CMCSA2.6%WMT2.6%USB2.6%COST2.6%MDLZ2.6%TMUS2.5%JNJ2.5%LRCX2.5%XOM2.4%COP2.4%SPY2.0%29 more
Consumer DefensiveTechnologyHealthcareCommunication ServicesFinancial ServicesOther
Meridian SIXH · 51 holdings · tile size = share of the fund · as of Nov 5, 2026
All 31 Hedged Equity ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +5.3% | +5.3% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.7% | +4.7% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +6.7% | +6.7% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +8.4% | +8.4% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.7% | +18.4% | +18.4% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +6.7% | +6.7% | $730M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | +0.8% | +0.8% | $492M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +8.7% | +8.7% | $306M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +4.0% | +4.0% | $155M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +9.7% | +9.7% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 5.9% | +10.3% | +10.3% | $133M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +9.5% | +9.5% | $104M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | new | $99.4M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.7% | +13.7% | $95.5M | |
| 15 | CBLS | Clough Hedged EquityReadDesk | 1.89% | 0.9% | +2.3% | +2.3% | $50.0M | |
| 16 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.3% | +9.0% | +9.0% | $43.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 5, 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% | +1.1% | +5.3% | +6.7% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.4% | +4.7% | +6.3% | $3.2B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +1.2% | +6.7% | +6.6% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.6% | +8.4% | +7.5% | $986M | |
| 5 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFThis fund | 0.31% | 1.7% | +0.7% | +18.4% | +23.9% | $744M | |
| 6 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.2% | +6.7% | +6.2% | $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 5, 2026
Cards for This View
SIXH’s Top 10 Holdings
Today38.5%of SIXH sits in these 10
Meridian SIXH · weight in the fund · as of Nov 5, 2026
SIXH’s Holdings
TodayMOAltria Group5.1%VZ3.9%PEP3.8%T3.8%PM3.8%BMY3.8%SNDK3.8%MU3.7%CVX3.7%BIL3.0%CMCSA2.6%WMT2.6%USB2.6%COST2.6%MDLZ2.6%TMUS2.5%JNJ2.5%LRCX2.5%XOM2.4%COP2.4%SPY2.0%29 more
Consumer DefensiveTechnologyHealthcareCommunication ServicesFinancial ServicesOther
Meridian SIXH · 51 holdings · tile size = share of the fund · as of Nov 5, 2026
SIXH vs Peer Average
YTDSIXHAvsBPeer average
1D+0.7%+0.9%
1M+4.6%−1.5%
3M+5.9%−0.7%
YTD+18.4%+6.7%
1Y+23.9%+6.9%
3Y+53.0%+56.2%
5Y+67.5%+54.5%
5–2SIXH wins
30 Hedged equity peers · each row scaled to its leader