SIXH - ETF AI Analysis
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ETC 6 Meridian Hedged Equity Index Option ETF (SIXH)
SIXH, the ETC 6 Meridian Hedged Equity Index Option ETF, earns a solid overall rating thanks to several high-quality core holdings like Verizon, PepsiCo, Bristol-Myers Squibb, ConocoPhillips, and Walmart, which bring strong financial performance, cash flows, and generally positive growth outlooks. Some positions such as Altria, Philip Morris, and AT&T add income and value but face challenges like high debt, competitive pressures, and weaker technical trends, which can weigh on the fund’s rating. The main risk factor is the fund’s exposure to companies with significant leverage and sector-specific headwinds, which could increase volatility if market conditions worsen.
SIXH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 629.26M
- Region
- North America
- Expense Ratio
- 0.69%
- Beta
- 0.18
- Issuer
- Meridian
- Inception Date
- May 08, 2020
- Dividend Yield
- 1.73%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SIXH Summary
SIXH is the ETC 6 Meridian Hedged Equity Index Option ETF, which invests mainly in large, well-established U.S. companies across many sectors, such as consumer goods, health care, and technology. It follows a hedged equity theme, using options to try to soften the impact of market ups and downs while still aiming for growth. Well-known holdings include PepsiCo and Walmart. Someone might consider SIXH for broad diversification in big U.S. companies with an added layer of risk management. A key risk is that it still invests in stocks, so its value can go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.69%, which means you’ll pay about $6.90 per year for every $1,000 invested. That’s higher than the average ETF cost because it uses an actively managed hedged equity strategy with options, which is more complex than a typical low-cost index fund.
What would affect this ETF?
SIXH focuses on large U.S. companies in defensive areas like consumer staples and health care, so it could benefit if the U.S. economy slows and investors favor steady, dividend-paying businesses, and its options-based hedge may help during periods of market volatility. On the other hand, rising interest rates, regulatory pressure on tobacco and telecom names, or a strong rally in high-growth sectors not heavily represented in the fund could limit its gains compared with more aggressive stock ETFs.
SIXH Top 10 Holdings
SIXH leans heavily into U.S. large caps with a defensive tilt, and its story right now is a tug-of-war between steady cash generators and a few names losing steam. Telecom giants Verizon and AT&T are helping keep the fund’s income engine humming, while Bristol-Myers Squibb adds a dose of health care resilience. On the flip side, PepsiCo has been lagging, acting more like a brake than a booster. Meanwhile, chip players like Qualcomm, Micron, and Lam Research give the ETF a subtle semiconductor edge, adding growth spice to its otherwise conservative mix.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MO | Altria Group | 5.64% | $35.44M | $124.08B | 15.08% | 64Neutral |
 PEP | PepsiCo | 4.09% | $25.68M | $185.02B | -10.39% | 78Outperform |
 PM | Philip Morris | 3.99% | $25.05M | $310.90B | 26.49% | 61Neutral |
 BMY | Bristol-Myers Squibb | 3.79% | $23.80M | $125.59B | 40.27% | 78Outperform |
 VZ | Verizon | 3.66% | $23.00M | $185.55B | 16.30% | 81Outperform |
 T | AT&T | 3.47% | $21.78M | $140.99B | -14.99% | 71Outperform |
 WMT | Walmart | 2.88% | $18.08M | $951.18B | 12.19% | 78Outperform |
 COP | Conocophillips | 2.85% | $17.88M | $181.16B | 67.41% | 78Outperform |
 LLY | Eli Lilly & Co | 2.81% | $17.67M | $1.20T | 55.10% | 72Outperform |
SIXH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIXH, the sentiment is Positive. The current price of 44.95 is above the 20-day moving average (MA) of 44.33, above the 50-day MA of 44.34, and above the 200-day MA of 42.53, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 59.66 is Neutral, neither overbought nor oversold. The STOCH value of 78.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIXH.
SIXH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SIXH | $44.95 | $49.00(9.01% Upside) | $629.26M | 0.69% | 70Outperform |
 INFO | $27.91 | $34.01(21.86% Upside) | $946.38M | 0.35% | 74Outperform |
 ROCY | $54.60 | $66.90(22.53% Upside) | $863.26M | 0.35% | 73Outperform |
 NBCR | $33.99 | $41.88(23.21% Upside) | $844.51M | 0.29% | 73Outperform |
 AFLG | $44.71 | $53.17(18.92% Upside) | $805.29M | 0.55% | 74Outperform |
 SEIQ | $42.77 | $49.16(14.94% Upside) | $786.37M | 0.15% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SIXH | ETC 6 Meridian Hedged Equity Index Option ETF | 44.95 | 7.33 | 19.48% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.91 | 3.48 | 14.23% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.60 | 6.55 | 13.64% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.99 | 2.51 | 7.96% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.71 | 5.52 | 14.07% | |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 42.77 | 4.07 | 10.51% |
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.