SIXL vs VTI

SIXL vs VTI

Which is better, SIXL or VTI?

Mid Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. SIXL is less concentrated, with 6.7% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: SIXL

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

MetricSIXLVTI
Expense Ratio0.46%0.03%Best
AUM$205M$666.9B
Dividend Yield2.16%1.03%
Holdings2413,543
YTD Return+7.62%+11.06%Best
1Y Return+8.42%+15.41%Best
3Y Return (annualized)+9.10%+20.48%Best
5Y Return (annualized)+4.50%+11.52%Best
Volatility (annualized)12.4%Best15.7%
Max Drawdown-16.1%Best-25.4%
$10,000 over 5 years$12,462$17,249Best
Top 10 Weight6.7%Best33.3%
Fund Family6 Meridian ETFVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionMay 11, 2020May 24, 2001

Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Sep 16, 2026 (6.3 years).

SIXL vs VTI 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 6.3 years both funds cover.

SIXL vs VTI Performance

6 Meridian Low Beta Equity Strategy ETF (SIXL) is an ETF from 6 Meridian ETF and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SIXL returned +8.42% while VTI returned +15.41%. Year to date, SIXL is up 7.62% versus a gain of 11.06% for VTI.

Over three years, SIXL compounded at +9.10% per year against +20.48% for VTI; over five years the annualized figures are +4.50% and +11.52% respectively. Across the full 6-year window we track, VTI has the edge at +17.05% annualized vs +8.20%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.4% for SIXL. 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 -16.1% for SIXL and -25.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SIXL charges 0.46% per year while VTI charges 0.03%. On a $10,000 position that is $46 vs $3 annually, a gap of $43 per year that compounds over a long holding period. On income, SIXL currently yields 2.16% against 1.03% for VTI.

Holdings Overlap

SIXL already in VTI98.4%
VTI already in SIXL9.7%

98.4% of SIXL's money is in holdings VTI also owns. 9.7% of VTI's money is in holdings SIXL also owns.

Most of SIXL is already inside VTI. Owning both mostly buys the same companies twice.

236 positions in common, counted across the 241 positions we hold weights for in SIXL and 3,463 in VTI, against full books of 241 and 3,543.

What only one of them owns

Our book lists 981 positions for VTI that do not appear in our book for SIXL (87.8% of the fund), and 2 for SIXL that do not appear in VTI (0.5%).

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 SIXLWeight in VTIDifference
JNJJohnson & Johnson - Common0.46%0.86%0.40%
KOCoca Cola Co.0.47%0.42%0.05%
PMPhilip Morris International Inc.0.45%0.41%0.04%
PGProcter & Gamble Company0.39%0.47%0.08%
TGTXTg Therapeutics Inc Common Stock0.79%0.01%0.78%
CHEFChefs' Warehouse, Inc.0.75%0.01%0.74%
CXWCorecivic Inc0.73%0.00%0.73%
CVSCvs Corp0.51%0.18%0.33%
ELVElevance Health Inc0.57%0.11%0.46%
HAEHaemonetics Corp0.65%0.01%0.64%

98.4% of SIXL is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

SIXLVTI

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Frequently Asked Questions

Which is cheaper, SIXL or VTI?

SIXL has an expense ratio of 0.46% while VTI charges 0.03%. VTI is the cheaper option, by $43 a year on a $10,000 investment.

Which performed better, SIXL or VTI?

Over the past year SIXL returned +8.42% vs +15.41% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), SIXL annualized +8.20% vs +17.05% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SIXL or VTI?

VTI has been the more volatile fund at 15.7% annualized versus 12.4% for SIXL. Worst drawdown: SIXL -16.1% vs VTI -25.4%.

Should I hold both SIXL and VTI?

SIXL and VTI have a monthly-return correlation of 0.72, 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 SIXL and VTI?

98.4% of SIXL's money is in holdings VTI also owns. 9.7% of VTI's is in holdings SIXL also owns. They hold 236 positions in common, counted across the 241 positions we hold weights for in SIXL and 3,463 in VTI.

Which pays a higher dividend, SIXL or VTI?

SIXL yields 2.16% while VTI yields 1.03%, so SIXL currently pays the higher dividend yield.

Is VTI better than SIXL?

VTI has a lower expense ratio. VTI led over 1Y, 3Y, 5Y and the full window. SIXL is less concentrated, with 6.7% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.