HELO vs SIXH
YTDYear to date
SIXH wins+12.7 pts
Past year
SIXH wins+15.0 pts
Fee
SIXH winslower fee
Yield
SIXH wins+1.2 pts
AUM
HELO7.7× more
4–0SIXH wins
HELO and SIXH · year-to-date · as of Nov 9, 2026 · AUM not scored
SIXH vs S&P 500
1W$45.11 · +1.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX
Total return+1.7%+2.7%+3.8%+16.7%+21.2%+46.3%+65.0%+101.1%
Peer average+1.6%−2.6%−2.0%+5.5%+6.9%+51.0%+51.3%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
Meridian SIXH and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
SIXH’s Holdings
TodayMOAltria Group5.1%PEP4.1%VZ4.0%T4.0%BMY3.9%PM3.7%CVX3.6%SPYG3.1%MU3.1%SNDK2.9%CMCSA2.8%COST2.7%TMUS2.7%MDLZ2.7%WMT2.7%JNJ2.7%USB2.6%XOM2.3%COP2.3%LRCX2.2%SPY2.0%BKNG1.4%27 more
Consumer DefensiveHealthcareTechnologyCommunication ServicesFinancial ServicesOther
Meridian SIXH · 49 holdings · tile size = share of the fund · as of Nov 9, 2026
All 31 Hedged Equity ETFs
1W| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | HELO | JPMorgan Hedged Equity Laddered OverlayReadDesk | 0.50% | 0.6% | +4.0% | +0.1% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth ShieldReadDesk | 0.69% | — | +4.4% | +0.1% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed FloorReadDesk | 0.89% | 0.2% | +5.3% | +0.3% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged EquityReadDesk | 0.52% | 0.6% | +7.0% | −0.4% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large CapReadDesk | 0.88% | 0.3% | +5.4% | 0.0% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity OptionReadDesk | 0.31% | 1.8% | +16.7% | −1.5% | $621M | |
| 7 | QFLR | Innovator Nasdaq-100 Managed FloorReadDesk | 0.89% | — | −0.7% | −0.5% | $475M | |
| 8 | HEQT | Simplify Hedged EquityReadDesk | 0.48% | 1.2% | +7.2% | −0.2% | $304M | |
| 9 | SHDG | Soundwatch Hedged EquityReadDesk | 1.01% | 0.5% | +2.7% | +0.1% | $152M | |
| 10 | PHEQ | Parametric Hedged EquityReadDesk | 0.29% | 0.8% | +8.3% | 0.0% | $149M | |
| 11 | KSPY | KraneShares Hedgeye Hedged EquityReadDesk | 0.88% | 6.0% | +8.2% | −0.3% | $130M | |
| 12 | SEPZ | TrueShares Structured Outcome (September)ReadDesk | 0.79% | 2.0% | +8.0% | 0.0% | $101M | |
| 13 | HAWG | HCM Hedged EquityReadDesk | 1.35% | — | new | +0.4% | $98.6M | |
| 14 | RFLR | Innovator U.S. Small Cap Managed FloorReadDesk | 0.89% | 0.6% | +13.5% | +0.9% | $94.5M | |
| 15 | AUGZ | TrueShares Structured Outcome (August)ReadDesk | 0.79% | 3.4% | +7.6% | +0.2% | $43.1M | |
| 16 | OCTZ | TrueShares Structured Outcome (October)ReadDesk | 0.79% | 3.7% | +7.5% | 0.0% | $41.8M |
1–16 of 31Page 1 of 2
Hedged Equity · current AUM · as of Nov 9, 2026
SIXH Payouts by Year
6YLatest payout, Oct 2026
$0.12
a share · every month
1.8% yield
1.8% 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% | +1.3% | +4.0% | +6.2% | $4.8B | |
| 2 | BALT | Innovator Defined Wealth Shield ETFReadVersus | 0.69% | — | +0.6% | +4.4% | +6.2% | $3.3B | |
| 3 | SFLR | Innovator Equity Managed Floor ETFReadVersus | 0.89% | 0.2% | +2.1% | +5.3% | +7.0% | $2.2B | |
| 4 | FHEQ | Fidelity Hedged Equity ETFReadVersus | 0.52% | 0.6% | +0.9% | +7.0% | +8.1% | $1000M | |
| 5 | HEGD | Swan Hedged Equity US Large Cap ETFReadVersus | 0.88% | 0.3% | +1.3% | +5.4% | +6.0% | $719M | |
| 6 | SIXH | ETC 6 Meridian Hedged Equity Index Option ETFThis fund | 0.31% | 1.8% | +1.7% | +16.7% | +21.2% | $621M |
#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 10, 2026
Cards for This View
SIXH’s Top 10 Holdings
Today37.5%of SIXH sits in these 10
Meridian SIXH · weight in the fund · as of Nov 9, 2026
SIXH’s Holdings
TodayMOAltria Group5.1%PEP4.1%VZ4.0%T4.0%BMY3.9%PM3.7%CVX3.6%SPYG3.1%MU3.1%SNDK2.9%CMCSA2.8%COST2.7%TMUS2.7%MDLZ2.7%WMT2.7%JNJ2.7%USB2.6%XOM2.3%COP2.3%LRCX2.2%SPY2.0%BKNG1.4%27 more
Consumer DefensiveHealthcareTechnologyCommunication ServicesFinancial ServicesOther
Meridian SIXH · 49 holdings · tile size = share of the fund · as of Nov 9, 2026
SIXH vs Peer Average
YTDSIXHAvsBPeer average
1D+1.7%+1.6%
1M+2.7%−2.6%
3M+3.8%−2.0%
YTD+16.7%+5.5%
1Y+21.2%+6.9%
3Y+46.3%+51.0%
5Y+65.0%+51.3%
6–1SIXH wins
30 Hedged equity peers · each row scaled to its leader