SIXL - ETF AI Analysis
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ETC 6 Meridian Low Beta Equity ETF (SIXL)
Rating:70Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown strong year-to-date performance, which has supported the ETF’s recent gains.
Defensive, Lower-Volatility Tilt
Heavy exposure to traditionally defensive areas like utilities, consumer defensive, health care, and real estate aligns with the fund’s low-beta strategy and may help smooth returns in choppy markets.
Negative Factors
Higher-Than-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually eat into long-term returns compared with lower-cost options.
Concentrated in U.S. Market
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and remains highly tied to the U.S. economy and market conditions.
Some Lagging Individual Holdings
At least one of the top positions has shown weak year-to-date performance, which can drag on overall results if it does not improve.
SIXL vs. SPDR S&P 500 ETF (SPY)
AUM195.74M
RegionNorth America
Expense Ratio0.46%
Beta0.32
IssuerMeridian
Inception DateMay 11, 2020
Dividend Yield2.19%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume521
30 Day Avg. Volume3,006
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
44.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering241
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SIXL Summary
The ETC 6 Meridian Low Beta Equity ETF (SIXL) is a U.S. stock fund that aims to give you broad market exposure while focusing on companies whose share prices tend to move less than the overall market. It doesn’t track a specific index, but it leans toward steadier areas like utilities, consumer defensive, financials, health care, and real estate. Well-known holdings include Verisign and Murphy USA. Someone might invest in SIXL to seek smoother, more stable growth and diversification across many sectors. A key risk is that it can still lose value and will go up and down with the stock market over time.
How much will it cost me?The ETC 6 Meridian Low Beta Equity ETF (Ticker: SIXL) has an expense ratio of 0.47%, meaning you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting low beta stocks to reduce market volatility. This strategy requires more research and management compared to passively managed funds.
What would affect this ETF?The SIXL ETF, with its focus on low beta equities and strong exposure to sectors like Utilities, Consumer Defensive, and Health Care, could benefit from economic stability or increased demand for defensive stocks during market uncertainty. However, it may face challenges if interest rates rise, as sectors like Real Estate and Utilities are sensitive to borrowing costs, or if growth-oriented sectors like Technology underperform. Its U.S.-centric exposure also ties its performance closely to domestic economic conditions and regulatory changes.
SIXL Top 10 Holdings
SIXL’s story is less about flashy mega-caps and more about a steady cast of U.S. low-volatility names. Health care and financials quietly set the tone, with DaVita and Elevance Health rising and helping anchor returns, even if DaVita’s momentum looks a bit choppy. On the financial side, Virtu Financial is climbing but still wrestling with leverage, while United Fire Group adds a more stable, dividend-flavored note. TG Therapeutics and Protagonist Therapeutics bring a punchier biotech edge, but their mixed signals can make the ride bumpier than the fund’s low-beta label might suggest.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TG Therapeutics | 0.75% | $1.48M | $8.16B | 54.17% | 65 Neutral | |
| Progyny | 0.70% | $1.38M | $2.37B | 44.20% | 79 Outperform | |
| CoreCivic | 0.69% | $1.36M | $3.07B | 32.82% | 73 Outperform | |
| DaVita | 0.64% | $1.26M | $15.08B | 62.94% | 59 Neutral | |
| John Wiley Sons Cl A | 0.62% | $1.22M | $2.68B | 22.57% | 69 Neutral | |
| The Chefs' Warehouse | 0.61% | $1.22M | $3.90B | 56.50% | 72 Outperform | |
| Virtu Financial | 0.61% | $1.21M | $9.58B | 40.43% | 64 Neutral | |
| Elevance Health | 0.59% | $1.17M | $90.75B | 17.67% | 76 Outperform | |
| Protagonist Therapeutics | 0.58% | $1.16M | $8.46B | 163.68% | 68 Neutral | |
| United Fire Group | 0.58% | $1.15M | $1.38B | 91.13% | 71 Outperform |
SIXL Technical Analysis
Positive
―
Price Trends
38.36
Positive
38.32
Positive
37.43
Positive
Market Momentum
0.45
Negative
61.09
Neutral
64.21
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SIXL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.96, equal to the 50-day MA of 38.36, and equal to the 200-day MA of 37.43, indicating a bullish trend. The MACD of 0.45 indicates Negative momentum. The RSI at 61.09 is Neutral, neither overbought nor oversold. The STOCH value of 64.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SIXL.
SIXL Peer Comparison
Comparison Results
Performance Comparison
SIXL
ETC 6 Meridian Low Beta Equity ETF
39.70
3.99
11.17%
SYLD
Cambria Shareholder Yield ETF
―
―
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ULTY
YieldMax Ultra Option Income Strategy ETF
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
AVTM
Avantis Total Equity Markets ETF
―
―
―
VFMF
Vanguard U.S. Multifactor ETF
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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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