BOE vs SIXA

BOE vs SIXA

Which is better, BOE or SIXA?

SIXA has been ahead.

SIXA has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window. BOE is less concentrated, with 35.7% of the fund in its ten largest positions against 36.4%.

Lower Fees: SIXAHigher Returns: SIXALess Concentrated: BOE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBOESIXA
Expense Ratio0.90%0.46%Best
AUM$693M$542M
Dividend Yield7.63%1.93%
Holdings169100
YTD Return+1.85%+15.01%Best
1Y Return+6.01%+18.71%Best
3Y Return (annualized)+14.79%+20.53%Best
5Y Return (annualized)+6.09%+11.81%Best
Volatility (annualized)15.0%12.7%Best
Max Drawdown-26.1%-18.4%Best
$10,000 over 5 years$13,439$17,474Best
Top 10 Weight35.7%Best36.4%
Fund FamilyBlackRock, Inc. (US)6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionMay 26, 2005May 11, 2020

Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Nov 6, 2026 (6.5 years).

BOE vs SIXA growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.5 years both funds cover.

Compare BOE against instead:BOE vs SPYBOE vs QQQBOE vs VOOBOE vs VTISIXA against:SIXA vs VXUS

BOE vs SIXA Performance

BlackRock Enhanced Global Dividend Trust (BOE) is an ETF from BlackRock, Inc. (US) and ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF. Over the past year BOE returned +6.01% while SIXA returned +18.71%. Year to date, BOE is up 1.85% versus a gain of 15.01% for SIXA.

Over three years, BOE compounded at +14.79% per year against +20.53% for SIXA; over five years the annualized figures are +6.09% and +11.81% respectively. Across the full 7-year window we track, SIXA has the edge at +15.03% annualized vs +10.53%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOE has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 12.7% for SIXA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -26.1% for BOE and -18.4% for SIXA. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BOE charges 0.90% per year while SIXA charges 0.46%. On a $10,000 position that is $90 vs $46 annually, a gap of $44 per year that compounds over a long holding period. On income, BOE currently yields 7.63% against 1.93% for SIXA.

Holdings Overlap

BOE already in SIXA17.9%
SIXA already in BOE9.1%

17.9% of BOE's money is in holdings SIXA also owns. 9.1% of SIXA's money is in holdings BOE also owns.

BOE and SIXA share little of their money.

The two holdings books were reported 107 days apart, BOE as of Jun 30, 2026 and SIXA as of Oct 15, 2026, so some of the difference between them is the time between the two reports rather than the funds.

6 positions in common, counted across the 51 positions we hold weights for in BOE and 49 in SIXA, against full books of 169 and 100.

What only one of them owns

Our book lists 43 positions for SIXA that do not appear in our book for BOE (90.9% of the fund), and 21 for BOE that do not appear in SIXA (38.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BOEWeight in SIXADifference
NVDANvidia Corp4.41%1.32%3.09%
JNJJohnson & Johnson - Common2.45%2.50%0.05%
AMATApplied Material3.50%1.16%2.34%
AAPLApple Inc3.17%1.37%1.80%
KOCoca Cola Co.2.47%1.37%1.10%
PGProcter & Gamble Company1.88%1.40%0.48%

You are not choosing between two funds in isolation.

Whichever of BOE and SIXA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BOESIXA

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Frequently Asked Questions

Which is cheaper, BOE or SIXA?

BOE has an expense ratio of 0.90% while SIXA charges 0.46%. SIXA is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, BOE or SIXA?

Over the past year BOE returned +6.01% vs +18.71% for SIXA, so SIXA leads on 1-year performance. Over the longest common window we track (7 years), BOE annualized +10.53% vs +15.03% for SIXA. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOE or SIXA?

BOE has been the more volatile fund at 15.0% annualized versus 12.7% for SIXA. Worst drawdown: BOE -26.1% vs SIXA -18.4%.

Should I hold both BOE and SIXA?

BOE and SIXA have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BOE and SIXA?

17.9% of BOE's money is in holdings SIXA also owns. 9.1% of SIXA's is in holdings BOE also owns. They hold 6 positions in common, counted across the 51 positions we hold weights for in BOE and 49 in SIXA.

Which pays a higher dividend, BOE or SIXA?

BOE yields 7.63% while SIXA yields 1.93%, so BOE currently pays the higher dividend yield.

Is SIXA better than BOE?

SIXA has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window. BOE is less concentrated, with 35.7% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.