SIXH - ETF AI Analysis
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ETC 6 Meridian Hedged Equity Index Option ETF (SIXH)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The fund has delivered steady gains so far this year and over the past few months, showing generally positive momentum.
Diversified Across Defensive and Growth Sectors
Holdings spread across consumer defensive, technology, communication services, health care, and financials help balance stability with growth potential.
Strong Contribution from Several Top Stocks
Key holdings like Lam Research, Altria, PepsiCo, Verizon, AT&T, Nvidia, and US Bancorp have shown strong or steady performance, supporting the ETF’s overall returns.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market.
Relatively High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Some Weak Top Holdings
A few major positions, such as Qualcomm and CVS Health, have shown weak or negative performance this year, which can drag on overall results.
SIXH vs. SPDR S&P 500 ETF (SPY)
AUM564.65M
RegionNorth America
Expense Ratio0.69%
Beta0.19
IssuerMeridian
Inception DateMay 08, 2020
Dividend Yield1.87%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,791
30 Day Avg. Volume9,447
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.38Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SIXH Summary
SIXH is the ETC 6 Meridian Hedged Equity Index Option ETF, which invests mainly in large U.S. companies across many sectors, such as consumer goods, technology, and health care. It doesn’t track a single index, but follows a theme of broad U.S. large-cap stocks while using options to help reduce big market drops. Well-known holdings include Nvidia and PepsiCo. Someone might invest in SIXH to seek stock market growth with some built-in downside protection and diversification across industries. A key risk is that it still owns stocks, so its value can go up and down with the overall market.
How much will it cost me?The expense ratio for the ETC 6 Meridian Hedged Equity Index Option ETF (SIXH) is 0.73%, which means you’ll pay $7.30 per year for every $1,000 invested. This is higher than average because the fund uses an actively managed hedging strategy to reduce risk and manage market volatility.
What would affect this ETF?The SIXH ETF, with its focus on large-cap U.S. stocks and a hedged equity strategy, could benefit from stable economic growth and strong performance in sectors like Consumer Defensive and Health Care, which are less sensitive to economic downturns. However, rising interest rates or regulatory changes in sectors like Communication Services and Financials could negatively impact its holdings, while broader market volatility may test the effectiveness of its hedging strategy.
SIXH Top 10 Holdings
SIXH leans heavily into steady, U.S.-based blue chips, with consumer defensive names setting the tone. Altria has quietly been a bright spot this year, helping to prop up returns even as short-term trading has been choppy. Lam Research is the real engine of upside, riding the AI and semiconductor wave. On the flip side, PepsiCo looks stuck in neutral, and AT&T has been losing steam, dragging on results. Big telecom and staples dominate the story here, with financials like US Bancorp adding a more stable, middle-of-the-road influence.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Altria Group | 5.36% | $33.56M | $121.42B | 22.54% | 64 Neutral | |
| PepsiCo | 3.85% | $24.09M | $197.12B | 7.36% | 78 Outperform | |
| Verizon | 3.42% | $21.44M | $177.71B | -1.09% | 81 Outperform | |
| ― | 3.21% | $20.13M | ― | ― | ― | |
| AT&T | 3.19% | $19.99M | $143.00B | -25.45% | 71 Outperform | |
| Johnson & Johnson | 2.99% | $18.75M | $633.19B | 71.54% | 78 Outperform | |
| US Bancorp | 2.89% | $18.07M | $96.16B | 31.83% | 76 Outperform | |
| Lam Research | 2.83% | $17.73M | $439.46B | 226.68% | 77 Outperform | |
| Lowe's | 2.72% | $17.04M | $127.56B | -1.24% | 69 Neutral | |
| Duke Energy | 2.71% | $16.96M | $101.04B | 10.24% | 70 Outperform |
SIXH Technical Analysis
Positive
―
Price Trends
42.22
Positive
42.13
Positive
40.43
Positive
Market Momentum
0.25
Positive
57.99
Neutral
73.60
Neutral
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 undefined is equal to the 20-day moving average (MA) of 42.82, equal to the 50-day MA of 42.22, and equal to the 200-day MA of 40.43, indicating a bullish trend. The MACD of 0.25 indicates Positive momentum. The RSI at 57.99 is Neutral, neither overbought nor oversold. The STOCH value of 73.60 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
Performance Comparison
SIXH
ETC 6 Meridian Hedged Equity Index Option ETF
43.00
5.18
13.70%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
―
FTQI
First Trust Hedged BuyWrite Income ETF
―
―
―
OMAH
VistaShares Target 15 Berkshire Select Income ETF
―
―
―
NBCR
Neuberger Berman Core Equity ETF
―
―
―
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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