Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSIXAVYMWinner
Expense Ratio0.46%0.04%
AUM$520M$79.0B
Dividend Yield2.01%2.86%
Holdings50568
YTD Return+16.67%+15.80%
1Y Return+20.24%+26.12%
3Y Return (annualized)+20.05%+18.25%
5Y Return (annualized)+12.57%+12.51%
Volatility (annualized)12.7%14.6%
Max Drawdown-18.4%-58.8%
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2020Nov 10, 2006

SIXA vs VYM Performance

ETC 6 Meridian Mega Cap Equity ETF (SIXA) is a ETF from 6 Meridian ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SIXA returned +20.24% while VYM returned +26.12%. Year to date, SIXA is up 16.67% versus a gain of 15.80% for VYM.

Over three years, SIXA compounded at +20.05% per year against +18.25% for VYM; over five years the annualized figures are +12.57% and +12.51% respectively. Across the full 6-year window we track, SIXA has the edge at +15.94% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -18.4% for SIXA and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.94. 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 2.01% against 2.86% for VYM.

Holdings Overlap

30.9%overlap

SIXA and VYM share 31 holdings out of 577 unique holdings combined, representing a 30.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SIXAWeight in VYMDifference
AVGO1.09%6.47%5.38%
MO5.58%0.51%5.07%
JNJ3.01%2.62%0.39%
XOMProProPro
WMTProProPro
PEPProProPro
JPM:USProProPro
VZProProPro
TProProPro
PMProProPro
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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. On a $10,000 investment, that is $42 per year of difference.

Which performed better, SIXA or VYM?

Over the past year SIXA returned +20.24% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), SIXA annualized +15.94% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, SIXA or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 12.7% for SIXA. Worst drawdown: SIXA -18.4% vs VYM -58.8%.

Should I hold both SIXA and VYM?

SIXA and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between SIXA and VYM?

SIXA and VYM share 31 common holdings with a 30.9% weight overlap. Combined, they hold 577 unique securities.

Which pays a higher dividend, SIXA or VYM?

SIXA yields 2.01% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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