SIXS vs UDIV
Comparison between ETC 6 MERIDIAN SMALL CAP EQUITY ETF (SIXS, ETF) and FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF).
5-Year PerformanceUDIV has outperformed SIXS, delivering a return of +14.2% compared to +6.4%
SIXS vs UDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SIXS
$138M
UDIV
$138M
Expense Ratio
SIXS
0.50%
Winner
UDIV
0.06%
Max Drawdown
Winner
SIXS
28.40%
UDIV
35.46%
Sharpe Ratio
Winner
SIXS
1.53
UDIV
1.50
5Y Beta
Winner
SIXS
0.60
UDIV
0.97
P/E Ratio
Winner
SIXS
15.01
UDIV
26.32
Forward P/E
Winner
SIXS
12.16
UDIV
19.46
PEG Ratio
SIXS
N/A
UDIV
0.27
5Y Dividends CAGR
Winner
SIXS
24.58%
UDIV
-5.62%
5Y EPS CAGR
SIXS
10.76%
Winner
UDIV
23.27%
Debt to Equity
SIXS
56.99%
Winner
UDIV
26.34%
P/S Ratio
Winner
SIXS
0.90
UDIV
3.52
P/B Ratio
Winner
SIXS
1.72
UDIV
4.86
SIXS vs UDIV - Holdings Comparison
SIXS and UDIV have 1 common holdings. Overlap is 0.00%
SIXS's top 25 holdings weight is 40.09%. UDIV's top 25 holdings weight is 50.50%.
| Rank | SIXS | UDIV |
|---|---|---|
| #1 | HORACE MANN EDUCATORS CORP (HMN) - 2.54% | NVIDIA CORP (NVDA) - 7.13% |
| #2 | ENACT HOLDINGS INC (ACT) - 2.26% | APPLE INC (AAPL) - 7.01% |
| #3 | HCI GROUP INC (HCI) - 2.16% | MICROSOFT CORP (MSFT) - 4.59% |
| #4 | INNOVIVA INC (INVA) - 2.03% | AMAZON.COM INC (AMZN) - 3.76% |
| #5 | CAL-MAINE FOODS INC (CALM) - 1.92% | BROADCOM INC (AVGO) - 3.09% |
| #6 | ENOVA INTERNATIONAL INC (ENVA) - 1.75% | ALPHABET INC CLASS A (GOOGL) - 3.08% |
| #7 | PROGYNY INC (PGNY) - 1.74% | ALPHABET INC CLASS C (GOOG) - 2.46% |
| #8 | PITNEY BOWES INC (PBI) - 1.70% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #9 | WORLD ACCEPTANCE CORP (WRLD) - 1.58% | TESLA INC (TSLA) - 1.72% |
| #10 | STONEX GROUP INC (SNEX) - 1.58% | MICRON TECHNOLOGY INC (MU) - 1.68% |
| #11 | PAYONEER GLOBAL INC (PAYO) - 1.56% | JPMORGAN CHASE & CO (JPM) - 1.45% |
| #12 | NETSCOUT SYSTEMS INC (NTCT) - 1.49% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #13 | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.47% | ELI LILLY AND CO (LLY) - 1.26% |
| #14 | SCANSOURCE INC (SCSC) - 1.44% | THE HOME DEPOT INC (HD) - 0.92% |
| #15 | CARS.COM INC (CARS) - 1.42% | ABBVIE INC (ABBV) - 0.91% |
| #16 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.41% | MORGAN STANLEY (MS) - 0.91% |
| #17 | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.39% | CHEVRON CORP (CVX) - 0.88% |
| #18 | PEDIATRIX MEDICAL GROUP INC (MD) - 1.38% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.86% |
| #19 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.81% |
| #20 | CATALYST PHARMACEUTICALS INC (CPRX) - 1.34% | LAM RESEARCH CORP (LRCX) - 0.78% |
| #21 | PTC THERAPEUTICS INC (PTCT) - 1.33% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #22 | n/a (HRMY) - 1.32% | VERIZON COMMUNICATIONS INC (VZ) - 0.75% |
| #23 | n/a (INDV) - 1.31% | APPLIED MATERIALS INC (AMAT) - 0.73% |
| #24 | WHITESTONE REIT (WSR) - 1.31% | INTEL CORP (INTC) - 0.71% |
| #25 | TOMPKINS FINANCIAL CORP (TMP) - 1.28% | TEXAS INSTRUMENTS INC (TXN) - 0.70% |
| Total Holdings | 85 | 284 |
SIXS vs UDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SIXS
+6.80%
UDIV
+0.21%
3M
Winner
SIXS
+7.96%
UDIV
+7.91%
6M
SIXS
+13.08%
Winner
UDIV
+13.36%
1Y
Winner
SIXS
+26.98%
UDIV
+24.39%
5Y(CAGR)
SIXS
+6.37%
Winner
UDIV
+14.24%
10Y(CAGR)
SIXS
N/A
UDIV
+11.65%
Max(CAGR)
Winner
SIXS
+15.69%
UDIV
+11.79%
SIXS vs UDIV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | SIXS | UDIV |
|---|---|---|
| 2026 | +18.24% | +14.08% |
| 2025 | +4.77% | +19.12% |
| 2024 | +5.63% | +26.15% |
| 2023 | +14.70% | +25.55% |
| 2022 | -18.72% | -15.10% |
| 2021 | +40.38% | +20.42% |
| 2020 | +43.41% | +4.76% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -8.74% |
| 2017 | N/A | +16.84% |
| 2016 | N/A | +0.96% |
SIXS vs UDIV Drawdown Comparison
The maximum drawdown for SIXS was -27.68%, occurring on Sep 30, 2022. Recovery took 644 trading sessions.
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current SIXS drawdown is -1.09%. The current UDIV drawdown is -1.35%.
| Rank | SIXS | UDIV |
|---|---|---|
| #1 | -27.68% Jan 4, 2022 - Jul 30, 2024 | -35.20% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -19.95% Nov 29, 2024 - Dec 11, 2025 | -23.18% Jan 12, 2022 - Dec 8, 2023 |
| #3 | -17.69% Jun 8, 2020 - Nov 10, 2020 | -19.19% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -8.87% Jul 30, 2024 - Nov 6, 2024 | -16.10% Jan 26, 2018 - Jun 20, 2019 |
| #5 | -8.10% Jun 8, 2021 - Oct 14, 2021 | -8.44% Feb 9, 2026 - Apr 14, 2026 |
| #6 | -7.58% Mar 12, 2021 - May 7, 2021 | -8.16% Jul 16, 2024 - Aug 30, 2024 |
| #7 | -7.47% Nov 16, 2021 - Jan 4, 2022 | -6.47% Jul 24, 2019 - Oct 15, 2019 |
| #8 | -7.16% Feb 17, 2026 - Apr 17, 2026 | -6.26% Aug 11, 2016 - Feb 3, 2017 |
| #9 | -5.61% May 11, 2020 - May 18, 2020 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #10 | -4.55% Apr 28, 2026 - Jun 10, 2026 | -5.52% Jun 23, 2016 - Jul 15, 2016 |
| #11 | -3.90% May 7, 2021 - May 14, 2021 | -5.33% Oct 28, 2025 - Dec 10, 2025 |
| #12 | -3.30% Oct 25, 2021 - Nov 1, 2021 | -5.29% Nov 16, 2021 - Dec 23, 2021 |
| #13 | -3.25% Jan 22, 2021 - Feb 3, 2021 | -4.71% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -3.23% Nov 11, 2024 - Nov 25, 2024 | -4.48% Jun 2, 2026 - Jun 10, 2026 |
| #15 | -3.00% Feb 24, 2021 - Mar 5, 2021 | -4.43% Jun 8, 2016 - Jun 23, 2016 |
Correlation
Correlation between SIXS and UDIV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2016 - 2026)
SIXS vs UDIV dividend yield comparison.
| Year | SIXS | UDIV |
|---|---|---|
| 2026 | 0.95% | 0.70% |
| 2025 | 1.62% | 1.53% |
| 2024 | 1.09% | 2.05% |
| 2023 | 1.60% | 1.91% |
| 2022 | 1.37% | 3.20% |
| 2021 | 0.94% | 2.97% |
| 2020 | 0.45% | 2.90% |
| 2019 | 0.00% | 3.40% |
| 2018 | 0.00% | 3.74% |
| 2017 | 0.00% | 3.47% |
| 2016 | 0.00% | 1.63% |
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