SIXA vs VYM
ETC 6 Meridian Mega Cap Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, SIXA or VYM?
SIXA has been ahead.
VYM has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.9%.
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
| Metric | SIXA | VYM |
|---|---|---|
| Expense Ratio | 0.46% | 0.04%Best |
| AUM | $544M | $81.6B |
| Dividend Yield | 1.91% | 2.22% |
| Holdings | 51 | 613 |
| YTD Return | +17.44%Best | +10.96% |
| 1Y Return | +18.74%Best | +15.42% |
| 3Y Return (annualized) | +21.48%Best | +17.78% |
| 5Y Return (annualized) | +13.33%Best | +12.05% |
| Volatility (annualized) | 12.6%Best | 13.8% |
| Max Drawdown | -18.4% | -15.8%Best |
| $10,000 over 5 years | $18,695Best | $17,663 |
| Top 10 Weight | 35.9% | 26.1%Best |
| Fund Family | 6 Meridian ETF | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 11, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Sep 22, 2026 (6.4 years).
SIXA vs VYM 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 6.4 years both funds cover.
SIXA vs VYM Performance
ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SIXA returned +18.74% while VYM returned +15.42%. Year to date, SIXA is up 17.44% versus a gain of 10.96% for VYM.
Over three years, SIXA compounded at +21.48% per year against +17.78% for VYM; over five years the annualized figures are +13.33% and +12.05% respectively. Across the full 6-year window we track, SIXA has the edge at +15.72% annualized vs +14.90%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 12.6% 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 -18.4% for SIXA and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
SIXA charges 0.46% per year while VYM charges 0.04%. On a $10,000 position that is $46 vs $4 annually, a gap of $42 per year that compounds over a long holding period. On income, SIXA currently yields 1.91% against 2.22% for VYM.
Holdings Overlap
65.5% of SIXA's money is in holdings VYM also owns. 26.2% of VYM's money is in holdings SIXA also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 48 positions we hold weights for in SIXA and 557 in VYM, against full books of 51 and 613.
What only one of them owns
Measured across the 48 and 557 positions we hold weights for.
VYM holds 500 positions SIXA does not, 70.9% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, ABBV 1.80%, BAC 1.66%, UNH 1.52%
Top Shared Holdings
| Stock | Weight in SIXA | Weight in VYM | Difference |
|---|---|---|---|
| MOAltria Group Inc | 5.25% | 0.46% | 4.79% |
| JNJJohnson & Johnson - Common | 2.73% | 2.51% | 0.22% |
| PMPhilip Morris International Inc. | 3.79% | 1.21% | 2.58% |
| TBBAt&t Inc | 4.32% | 0.64% | 3.68% |
| VZVerizon Communic | 4.15% | 0.80% | 3.35% |
| PEPPepsico Inc. | 3.87% | 0.77% | 3.10% |
| XOMExxon Mobil Corp. | 1.36% | 2.63% | 1.27% |
| PGProcter & Gamble Company | 2.61% | 1.37% | 1.24% |
| QCOMQualcomm Inc. | 2.91% | 0.63% | 2.28% |
| PFEPfizer Inc | 2.94% | 0.58% | 2.36% |
65.5% of SIXA is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SIXA or VYM?
SIXA has an expense ratio of 0.46% while VYM charges 0.04%. VYM is the cheaper option, by $42 a year on a $10,000 investment.
Which performed better, SIXA or VYM?
Over the past year SIXA returned +18.74% vs +15.42% for VYM, so SIXA leads on 1-year performance. Over the longest common window we track (6 years), SIXA annualized +15.72% vs +14.90% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIXA or VYM?
VYM has been the more volatile fund at 13.8% annualized versus 12.6% for SIXA. Worst drawdown: SIXA -18.4% vs VYM -15.8%.
Should I hold both SIXA and VYM?
SIXA and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between SIXA and VYM?
65.5% of SIXA's money is in holdings VYM also owns. 26.2% of VYM's is in holdings SIXA also owns. They hold 28 positions in common, counted across the 48 positions we hold weights for in SIXA and 557 in VYM.
Which pays a higher dividend, SIXA or VYM?
SIXA yields 1.91% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SIXA?
VYM has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.