IXG vs SIXH
Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and ETC 6 MERIDIAN HEDGED EQUITY-INDEX OPTION STRATEGY ETF (SIXH, ETF).
5-Year PerformanceIXG has outperformed SIXH, delivering a return of +12.3% compared to +9.5%
IXG vs SIXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXG
$543M
SIXH
$543M
Expense Ratio
Winner
IXG
0.41%
SIXH
0.69%
Max Drawdown
IXG
79.98%
Winner
SIXH
12.71%
Sharpe Ratio
IXG
0.93
Winner
SIXH
1.17
5Y Beta
IXG
0.80
Winner
SIXH
0.26
P/E Ratio
Winner
IXG
16.83
SIXH
18.48
Forward P/E
Winner
IXG
14.96
SIXH
15.71
PEG Ratio
IXG
0.55
Winner
SIXH
0.39
5Y Dividends CAGR
IXG
9.92%
Winner
SIXH
13.65%
5Y EPS CAGR
IXG
10.38%
Winner
SIXH
15.97%
Debt to Equity
Winner
IXG
115.51%
SIXH
150.32%
P/S Ratio
IXG
2.92
Winner
SIXH
2.60
P/B Ratio
Winner
IXG
2.27
SIXH
3.93
IXG vs SIXH - Holdings Comparison
IXG and SIXH have 6 common holdings. Overlap is 1.86%
IXG's top 25 holdings weight is 46.73%. SIXH's top 25 holdings weight is 71.08%.
| Rank | IXG | SIXH |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.10% | ALTRIA GROUP INC (MO) - 5.16% |
| #2 | JPMORGAN CHASE & CO (JPM) - 5.65% | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.28% |
| #3 | VISA INC CLASS A (V) - 3.78% | VERIZON COMMUNICATIONS INC (VZ) - 3.92% |
| #4 | MASTERCARD INC CLASS A (MA) - 2.78% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 3.82% |
| #5 | BANK OF AMERICA CORP (BAC) - 2.35% | AT&T INC (T) - 3.72% |
| #6 | HSBC HOLDINGS PLC (n/a) - 2.17% | QUALCOMM INC (QCOM) - 3.59% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 2.05% | PEPSICO INC (PEP) - 3.57% |
| #8 | ROYAL BANK OF CANADA (n/a) - 1.81% | LAM RESEARCH CORP (LRCX) - 3.24% |
| #9 | MORGAN STANLEY (MS) - 1.65% | NVIDIA CORP (NVDA) - 2.79% |
| #10 | WELLS FARGO & CO (WFC) - 1.62% | COLGATE-PALMOLIVE CO (CL) - 2.73% |
| #11 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.59% | JOHNSON & JOHNSON (JNJ) - 2.60% |
| #12 | CITIGROUP INC (C) - 1.50% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.58% |
| #13 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.35% | T-MOBILE US INC (TMUS) - 2.53% |
| #14 | THE TORONTO-DOMINION BANK (TD) - 1.28% | U.S. BANCORP (USB) - 2.53% |
| #15 | BANCO SANTANDER SA (n/a) - 1.21% | SOUTHERN CO (SO) - 2.52% |
| #16 | ALLIANZ SE (n/a) - 1.16% | EXXON MOBIL CORP (XOM) - 2.52% |
| #17 | AMERICAN EXPRESS CO (AXP) - 1.14% | PFIZER INC (PFE) - 2.51% |
| #18 | BLACKROCK INC (BLK) - 1.06% | DUKE ENERGY CORP (DUK) - 2.50% |
| #19 | CHARLES SCHWAB CORP (SCHW) - 1.03% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.48% |
| #20 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% | COMCAST CORP CLASS A (CMCSA) - 2.41% |
| #21 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.98% | CONOCOPHILLIPS (COP) - 2.40% |
| #22 | UNICREDIT SPA (n/a) - 0.89% | MICRON TECHNOLOGY INC (MU) - 2.24% |
| #23 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.88% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #24 | S&P GLOBAL INC (SPGI) - 0.88% | ELI LILLY AND CO (LLY) - 1.48% |
| #25 | CHUBB LTD (CB) - 0.82% | APPLE INC (AAPL) - 1.47% |
| Total Holdings | 247 | 54 |
IXG vs SIXH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXG
+3.59%
SIXH
+2.63%
3M
Winner
IXG
+11.88%
SIXH
+2.53%
6M
IXG
+4.97%
Winner
SIXH
+10.44%
1Y
Winner
IXG
+16.80%
SIXH
+13.73%
5Y(CAGR)
Winner
IXG
+12.29%
SIXH
+9.53%
10Y(CAGR)
IXG
+12.72%
SIXH
N/A
Max(CAGR)
IXG
+6.15%
Winner
SIXH
+11.11%
IXG vs SIXH - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXG | SIXH |
|---|---|---|
| 2026 | +2.98% | +10.43% |
| 2025 | +29.11% | +9.27% |
| 2024 | +26.01% | +11.25% |
| 2023 | +14.46% | +4.83% |
| 2022 | -9.85% | +6.41% |
| 2021 | +26.24% | +18.08% |
| 2020 | -4.14% | +5.83% |
| 2019 | +24.34% | N/A |
| 2018 | -16.61% | N/A |
| 2017 | +22.14% | N/A |
| 2016 | +14.49% | N/A |
| 2015 | -3.56% | N/A |
| 2014 | +3.80% | N/A |
| 2013 | +23.48% | N/A |
| 2012 | +27.53% | N/A |
| 2011 | -21.35% | N/A |
| 2010 | +1.42% | N/A |
| 2009 | +30.94% | N/A |
| 2008 | -53.36% | N/A |
| 2007 | -8.55% | N/A |
| 2006 | +23.04% | N/A |
| 2005 | +11.86% | N/A |
| 2004 | +16.01% | N/A |
| 2003 | +34.91% | N/A |
| 2002 | -16.87% | N/A |
| 2001 | -0.05% | N/A |
IXG vs SIXH Drawdown Comparison
The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.
The maximum drawdown for SIXH was -11.68%, occurring on Sep 30, 2022. Recovery took 147 trading sessions.
| Rank | IXG | SIXH |
|---|---|---|
| #1 | -78.41% Jun 4, 2007 - Jan 4, 2018 | -11.68% Apr 20, 2022 - Nov 17, 2022 |
| #2 | -43.47% Jan 26, 2018 - Feb 16, 2021 | -9.10% Feb 28, 2025 - Aug 19, 2025 |
| #3 | -33.08% Apr 19, 2002 - Oct 6, 2003 | -6.71% Jan 6, 2023 - Sep 14, 2023 |
| #4 | -27.16% Feb 9, 2022 - Feb 15, 2024 | -6.55% Jan 14, 2022 - Apr 8, 2022 |
| #5 | -13.54% Feb 18, 2025 - May 8, 2025 | -5.15% Aug 16, 2021 - Dec 29, 2021 |
| #6 | -13.48% May 9, 2006 - Oct 3, 2006 | -4.69% Nov 27, 2024 - Jan 27, 2025 |
| #7 | -11.75% Feb 17, 2004 - Nov 3, 2004 | -4.36% Aug 21, 2025 - Dec 12, 2025 |
| #8 | -11.33% Feb 9, 2026 - Jun 12, 2026 | -4.20% Sep 14, 2023 - Nov 2, 2023 |
| #9 | -9.59% Jan 4, 2002 - Mar 8, 2002 | -4.14% Oct 9, 2020 - Nov 20, 2020 |
| #10 | -9.00% Jun 4, 2021 - Oct 15, 2021 | -4.08% Jun 5, 2020 - Jul 16, 2020 |
| #11 | -8.30% Feb 20, 2007 - Apr 17, 2007 | -3.58% Feb 17, 2021 - Mar 12, 2021 |
| #12 | -8.02% Nov 3, 2021 - Jan 4, 2022 | -3.51% Mar 4, 2026 - Jun 12, 2026 |
| #13 | -7.74% Mar 8, 2005 - Aug 3, 2005 | -2.39% May 10, 2021 - May 20, 2021 |
| #14 | -7.33% Jul 31, 2024 - Aug 19, 2024 | -2.36% Aug 1, 2024 - Aug 14, 2024 |
| #15 | -6.13% Jan 13, 2022 - Feb 9, 2022 | -2.17% May 31, 2024 - Jul 17, 2024 |
Correlation
Correlation between IXG and SIXH is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2001 - 2026)
IXG vs SIXH dividend yield comparison.
| Year | IXG | SIXH |
|---|---|---|
| 2026 | 0.00% | 0.64% |
| 2025 | 2.04% | 2.23% |
| 2024 | 2.64% | 1.55% |
| 2023 | 2.62% | 2.04% |
| 2022 | 3.71% | 2.06% |
| 2021 | 1.69% | 1.65% |
| 2020 | 2.13% | 1.10% |
| 2019 | 2.87% | 0.00% |
| 2018 | 3.14% | 0.00% |
| 2017 | 2.12% | 0.00% |
| 2016 | 2.21% | 0.00% |
| 2015 | 2.79% | 0.00% |
| 2014 | 2.38% | 0.00% |
| 2013 | 2.14% | 0.00% |
| 2012 | 2.48% | 0.00% |
| 2011 | 3.38% | 0.00% |
| 2010 | 2.11% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 5.73% | 0.00% |
| 2007 | 3.48% | 0.00% |
| 2006 | 1.34% | 0.00% |
| 2005 | 1.63% | 0.00% |
| 2004 | 1.34% | 0.00% |
| 2003 | 2.25% | 0.00% |
| 2002 | 1.33% | 0.00% |
| 2001 | 0.08% | 0.00% |
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