SIXA - ETF AI Analysis
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ETC 6 Meridian Mega Cap Equity ETF (SIXA)
SIXA, the ETC 6 Meridian Mega Cap Equity ETF, earns a solid overall rating thanks to several high-quality, cash-generating leaders like Verizon, PepsiCo, Bristol-Myers Squibb, Walmart, and ConocoPhillips, which bring strong financial performance, strategic growth plans, and generally positive outlooks to the portfolio. However, holdings such as Altria, Philip Morris, AT&T, American Tower, and Mondelez introduce risks through high debt, competitive pressures, and weaker or bearish technical trends, and the fund’s concentration in a handful of large, mature companies means performance is closely tied to how these mega caps navigate leverage, competition, and changing market conditions.
SIXA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 563.56M
- Region
- North America
- Expense Ratio
- 0.46%
- Beta
- 0.56
- Issuer
- Meridian
- Inception Date
- May 08, 2020
- Dividend Yield
- 1.93%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SIXA Summary
SIXA is the ETC 6 Meridian Mega Cap Equity ETF, focused on very large U.S. companies across many industries instead of tracking a single index. It invests mainly in well-known names like PepsiCo and Walmart, along with big healthcare, telecom, and energy firms. Someone might consider SIXA for broad diversification among established giants that can offer a mix of stability and growth potential in one fund. However, like any stock-based investment, its value can go up and down with the overall market, so it’s not guaranteed to protect your money from losses.
How much will it cost me?
This ETF has an expense ratio of 0.46%, which means you’ll pay about $4.60 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is actively managed rather than simply tracking a market index.
What would affect this ETF?
SIXA is heavily invested in large U.S. companies in defensive sectors like consumer staples and health care, so it could benefit if the economy slows, people keep spending on everyday items, and demand for medical products and services stays strong. On the other hand, tighter regulations on tobacco and telecom, shifts in consumer habits, changes in energy prices, or rising interest rates that pressure dividend-paying mega caps could weigh on the fund’s future performance.
SIXA Top 10 Holdings
SIXA leans heavily on U.S. consumer defensive giants, with tobacco leaders Altria and Philip Morris quietly powering the fund as their shares keep rising despite long-term industry headwinds. ConocoPhillips has been a standout, giving the portfolio an energy boost as the stock climbs on strong cash flows. On the defensive side, AT&T has been dragging the fund, with its recent performance clearly lagging, while Verizon and PepsiCo look more mixed, offering stability but not much spark. Overall, it’s a mega-cap, U.S.-centric story anchored in staples, telecom, and health care.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MO | Altria Group | 5.87% | $33.14M | $129.80B | 36.58% | 64Neutral |
 PM | Philip Morris | 4.25% | $23.97M | $325.43B | 43.24% | 61Neutral |
 PEP | PepsiCo | 4.06% | $22.91M | $187.16B | -6.92% | 78Outperform |
 BMY | Bristol-Myers Squibb | 3.81% | $21.49M | $127.71B | 36.96% | 78Outperform |
 VZ | Verizon | 3.65% | $20.60M | $185.39B | 14.81% | 81Outperform |
 T | AT&T | 3.29% | $18.58M | $144.23B | -13.25% | 71Outperform |
 COP | Conocophillips | 3.03% | $17.08M | $185.04B | 74.76% | 78Outperform |
 WMT | Walmart | 2.97% | $16.76M | $979.90B | 20.82% | 78Outperform |
 AMT | American Tower | 2.93% | $16.55M | $87.09B | 4.64% | 71Outperform |
 LLY | Eli Lilly & Co | 3.05% | $17.21M | $1.33T | 67.86% | 72Outperform |
SIXA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIXA, the sentiment is Positive. The current price of 58.49 is above the 20-day moving average (MA) of 57.48, above the 50-day MA of 57.42, and above the 200-day MA of 54.83, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 63.81 is Neutral, neither overbought nor oversold. The STOCH value of 63.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIXA.
SIXA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SIXA | $58.49 | $64.00(9.42% Upside) | $563.56M | 0.46% | 73Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.00(19.72% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.43(32.34% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SIXA | ETC 6 Meridian Mega Cap Equity ETF | 58.49 | 10.79 | 22.62% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.