SIXH vs VYM

SIXH vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSIXHVYMWinner
Expense Ratio0.69%0.04%
AUM$601M$81.6B
Dividend Yield1.83%2.24%
Holdings54613
YTD Return+15.07%+14.87%
1Y Return+15.78%+21.39%
3Y Return (annualized)+13.46%+18.69%
5Y Return (annualized)+9.72%+11.98%
Volatility (annualized)9.1%14.5%
Max Drawdown-11.7%-58.8%
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
InceptionMay 11, 2020Nov 10, 2006

SIXH vs VYM Performance

ETC 6 Meridian Hedged Equity Index Option ETF (SIXH) is a ETF from 6 Meridian ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SIXH returned +15.78% while VYM returned +21.39%. Year to date, SIXH is up 15.07% versus a gain of 14.87% for VYM.

Over three years, SIXH compounded at +13.46% per year against +18.69% for VYM; over five years the annualized figures are +9.72% and +11.98% respectively. Across the full 6-year window we track, SIXH has the edge at +11.16% annualized vs +7.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 9.1% for SIXH. 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 -11.7% for SIXH 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SIXH charges 0.69% per year while VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, SIXH currently yields 1.83% against 2.24% for VYM.

Holdings Overlap

23.9%overlap

SIXH and VYM share 28 holdings out of 623 unique holdings combined, representing a 23.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SIXHWeight in VYMDifference
MO4.80%0.50%4.30%
JNJ2.55%2.54%0.01%
PM3.69%1.17%2.52%
VZProProPro
TProProPro
PEPProProPro
PGProProPro
XOMProProPro
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Frequently Asked Questions

Which is cheaper, SIXH or VYM?

SIXH has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, SIXH or VYM?

Over the past year SIXH returned +15.78% vs +21.39% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), SIXH annualized +11.16% vs +7.00% for VYM. Past performance does not guarantee future results.

Which is riskier, SIXH or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 9.1% for SIXH. Worst drawdown: SIXH -11.7% vs VYM -58.8%.

Should I hold both SIXH and VYM?

SIXH and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SIXH and VYM?

SIXH and VYM share 28 common holdings with a 23.9% weight overlap. Combined, they hold 623 unique securities.

Which pays a higher dividend, SIXH or VYM?

SIXH yields 1.83% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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