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SIXH vs SPY

Comparison between ETC 6 MERIDIAN HEDGED EQUITY-INDEX OPTION STRATEGY ETF (SIXH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SIXH, delivering a return of +13.0% compared to +9.6%

SIXH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SIXH
$556M
Winner
SPY
$781B
Expense Ratio
SIXH
0.69%
Winner
SPY
0.09%
Max Drawdown
Winner
SIXH
12.71%
SPY
56.47%
Sharpe Ratio
Winner
SIXH
1.42
SPY
1.25
5Y Beta
Winner
SIXH
0.26
SPY
1.00
P/E Ratio
Winner
SIXH
17.84
SPY
28.78
Forward P/E
Winner
SIXH
15.18
SPY
21.23
PEG Ratio
SIXH
0.31
SPY
N/A
5Y Dividends CAGR
Winner
SIXH
12.06%
SPY
6.00%
5Y EPS CAGR
SIXH
15.13%
Winner
SPY
25.62%
Debt to Equity
SIXH
156.98%
Winner
SPY
31.92%
P/S Ratio
Winner
SIXH
2.50
SPY
3.76
P/B Ratio
Winner
SIXH
3.84
SPY
5.64

SIXH vs SPY - Holdings Comparison

SIXH and SPY have 48 common holdings. Overlap is 24.07%

SIXH's top 25 holdings weight is 71.10%. SPY's top 25 holdings weight is 51.74%.

RankSIXHSPY
#1
STATE STREET® SPDR® S&P 500® ETF (SPY) - 5.04%
NVIDIA CORP (NVDA) - 7.89%
#2
ALTRIA GROUP INC (MO) - 4.94%
APPLE INC (AAPL) - 7.37%
#3
CONOCOPHILLIPS (COP) - 4.09%
MICROSOFT CORP (MSFT) - 4.50%
#4
AT&T INC (T) - 3.91%
AMAZON.COM INC (AMZN) - 3.82%
#5
VERIZON COMMUNICATIONS INC (VZ) - 3.82%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
PEPSICO INC (PEP) - 3.80%
BROADCOM INC (AVGO) - 2.86%
#7
QUALCOMM INC (QCOM) - 3.66%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
T-MOBILE US INC (TMUS) - 2.83%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
APPLE INC (AAPL) - 2.76%
TESLA INC (TSLA) - 1.70%
#10
AMERICAN TOWER CORP (AMT) - 2.62%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
U.S. BANCORP (USB) - 2.61%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PFIZER INC (PFE) - 2.58%
ELI LILLY AND CO (LLY) - 1.40%
#13
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.58%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DUKE ENERGY CORP (DUK) - 2.53%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
COLGATE-PALMOLIVE CO (CL) - 2.52%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
BRISTOL-MYERS SQUIBB CO (BMY) - 2.51%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
COSTCO WHOLESALE CORP (COST) - 2.50%
VISA INC CLASS A (V) - 0.90%
#18
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.47%
WALMART INC (WMT) - 0.76%
#19
COMCAST CORP CLASS A (CMCSA) - 2.39%
INTEL CORP (INTC) - 0.75%
#20
LOWE'S COMPANIES INC (LOW) - 2.39%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MICRON TECHNOLOGY INC (MU) - 2.16%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
LAM RESEARCH CORP (LRCX) - 2.02%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
META PLATFORMS INC CLASS A (META) - 1.49%
ABBVIE INC (ABBV) - 0.66%
#24
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.45%
CATERPILLAR INC (CAT) - 0.65%
#25
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.43%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings51505

SIXH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SIXH
+1.92%
SPY
+0.52%
3M
SIXH
+4.92%
Winner
SPY
+6.55%
6M
SIXH
+9.25%
Winner
SPY
+9.76%
1Y
SIXH
+14.95%
Winner
SPY
+20.32%
5Y(CAGR)
SIXH
+9.64%
Winner
SPY
+13.01%
10Y(CAGR)
SIXH
N/A
SPY
+15.06%
Max(CAGR)
Winner
SIXH
+11.17%
SPY
+8.50%

SIXH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSIXHSPY
2026+12.03%+10.11%
2025+9.27%+18.00%
2024+11.25%+25.59%
2023+4.83%+26.72%
2022+6.41%-18.64%
2021+18.08%+30.52%
2020+5.83%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SIXH vs SPY Drawdown Comparison

The maximum drawdown for SIXH was -11.68%, occurring on Sep 30, 2022. Recovery took 147 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -1.24%.

RankSIXHSPY
#1-11.68%
Apr 20, 2022 - Nov 17, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.10%
Feb 28, 2025 - Aug 19, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.71%
Jan 6, 2023 - Sep 14, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.55%
Jan 14, 2022 - Apr 8, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.15%
Aug 16, 2021 - Dec 29, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.69%
Nov 27, 2024 - Jan 27, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.36%
Aug 21, 2025 - Dec 12, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.20%
Sep 14, 2023 - Nov 2, 2023		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.14%
Oct 9, 2020 - Nov 20, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.08%
Jun 5, 2020 - Jul 16, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.58%
Feb 17, 2021 - Mar 12, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.51%
Mar 4, 2026 - Jun 12, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.39%
May 10, 2021 - May 20, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.36%
Aug 1, 2024 - Aug 14, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.17%
May 31, 2024 - Jul 17, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SIXH and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

SIXH vs SPY dividend yield comparison.

YearSIXHSPY
20260.82%0.49%
20252.23%1.07%
20241.55%1.21%
20232.04%1.40%
20222.06%1.65%
20211.65%1.20%
20201.10%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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