BOE vs SIXH

BOE vs SIXH

Which is better, BOE or SIXH?

Each has led over a different period.

SIXH has a lower expense ratio. BOE led over 3Y and the full window, SIXH over 1Y and 5Y. SIXH is less concentrated, with 33.6% of the fund in its ten largest positions against 35.7%.

Lower Fees: SIXHHigher Returns: splitLess Concentrated: SIXH

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

MetricBOESIXH
Expense Ratio0.90%0.73%Best
AUM$737M$605M
Dividend Yield7.52%1.78%
Holdings169106
YTD Return+4.82%+14.72%Best
1Y Return+9.32%+17.59%Best
3Y Return (annualized)+16.03%Best+13.16%
5Y Return (annualized)+7.46%+9.95%Best
Volatility (annualized)15.1%9.1%Best
Max Drawdown-26.1%-11.7%Best
$10,000 over 5 years$14,330$16,069Best
Top 10 Weight35.7%33.6%Best
Fund FamilyBlackRock, Inc. (US)6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionMay 26, 2005May 11, 2020

Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Oct 14, 2026 (6.4 years).

BOE vs SIXH 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 6.4 years both funds cover.

Compare BOE against instead:BOE vs SPYBOE vs QQQBOE vs VOOBOE vs VTISIXH against:SIXH vs VXUS

BOE vs SIXH Performance

BlackRock Enhanced Global Dividend Trust (BOE) is an ETF from BlackRock, Inc. (US) and ETC 6 Meridian Hedged Equity Index Option ETF (SIXH) is an ETF from 6 Meridian ETF. Over the past year BOE returned +9.32% while SIXH returned +17.59%. Year to date, BOE is up 4.82% versus a gain of 14.72% for SIXH.

Over three years, BOE compounded at +16.03% per year against +13.16% for SIXH; over five years the annualized figures are +7.46% and +9.95% respectively. Across the full 6-year window we track, BOE has the edge at +11.13% annualized vs +10.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOE has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.1% for SIXH. 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 -26.1% for BOE and -11.7% for SIXH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BOE charges 0.90% per year while SIXH charges 0.73%. On a $10,000 position that is $90 vs $73 annually, a gap of $17 per year that compounds over a long holding period. On income, BOE currently yields 7.52% against 1.78% for SIXH.

Holdings Overlap

BOE already in SIXH24.1%
SIXH already in BOE12.2%

24.1% of BOE's money is in holdings SIXH also owns. 12.2% of SIXH's money is in holdings BOE also owns.

BOE and SIXH share little of their money.

The two holdings books were reported 93 days apart, BOE as of Jun 30, 2026 and SIXH as of Oct 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

8 positions in common, counted across the 51 positions we hold weights for in BOE and 52 in SIXH, against full books of 169 and 106.

What only one of them owns

Our book lists 44 positions for SIXH that do not appear in our book for BOE (88.5% of the fund), and 19 for BOE that do not appear in SIXH (32.3%).

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 BOEWeight in SIXHDifference
GOOGLAlphabet Inc4.69%1.30%3.39%
NVDANvidia Corp4.41%1.37%3.04%
AMATApplied Materials, Inc.3.50%1.54%1.96%
JNJJohnson & Johnson - Common2.45%2.50%0.05%
AAPLApple, Inc3.17%1.33%1.84%
KOCoca Cola Co.2.47%1.26%1.21%
PGProcter & Gamble Company1.88%1.26%0.62%
METAMeta Platforms Inc1.50%1.62%0.12%

24.1% of BOE is already inside SIXH.

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

BOESIXH

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Frequently Asked Questions

Which is cheaper, BOE or SIXH?

BOE has an expense ratio of 0.90% while SIXH charges 0.73%. SIXH is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, BOE or SIXH?

Over the past year BOE returned +9.32% vs +17.59% for SIXH, so SIXH leads on 1-year performance. Over the longest common window we track (6 years), BOE annualized +11.13% vs +10.89% for SIXH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOE or SIXH?

BOE has been the more volatile fund at 15.1% annualized versus 9.1% for SIXH. Worst drawdown: BOE -26.1% vs SIXH -11.7%.

Should I hold both BOE and SIXH?

BOE and SIXH have a monthly-return correlation of 0.65, 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 BOE and SIXH?

24.1% of BOE's money is in holdings SIXH also owns. 12.2% of SIXH's is in holdings BOE also owns. They hold 8 positions in common, counted across the 51 positions we hold weights for in BOE and 52 in SIXH.

Which pays a higher dividend, BOE or SIXH?

BOE yields 7.52% while SIXH yields 1.78%, so BOE currently pays the higher dividend yield.

Is SIXH better than BOE?

SIXH has a lower expense ratio. BOE led over 3Y and the full window, SIXH over 1Y and 5Y. SIXH is less concentrated, with 33.6% of the fund in its ten largest positions against 35.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.