SIXA vs WBIF
ETC 6 Meridian Mega Cap Equity ETF vs WBI BullBear Value 3000 ETF
Which is better, SIXA or WBIF?
SIXA has been ahead.
SIXA has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window.
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
| Metric | SIXA | WBIF |
|---|---|---|
| Expense Ratio | 0.47%Best | 1.65% |
| AUM | $540M | $23M |
| Dividend Yield | 1.96% | 0.00% |
| Holdings | 150 | 152 |
| YTD Return | +16.78%Best | +14.87% |
| 1Y Return | +19.27%Best | +15.37% |
| 3Y Return (annualized) | +21.22%Best | +10.35% |
| 5Y Return (annualized) | +12.90%Best | +4.01% |
| Volatility (annualized) | 12.6%Best | 13.4% |
| Max Drawdown | -18.4%Best | -20.3% |
| $10,000 over 5 years | $18,343Best | $12,172 |
| Fund Family | 6 Meridian ETF | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 11, 2020 | Aug 25, 2014 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Oct 14, 2026 (6.4 years).
SIXA vs WBIF 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.
SIXA vs WBIF Performance
ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF and WBI BullBear Value 3000 ETF (WBIF) is an ETF from WBI Investments. Over the past year SIXA returned +19.27% while WBIF returned +15.37%. Year to date, SIXA is up 16.78% versus a gain of 14.87% for WBIF.
Over three years, SIXA compounded at +21.22% per year against +10.35% for WBIF; over five years the annualized figures are +12.90% and +4.01% respectively. Across the full 6-year window we track, SIXA has the edge at +15.46% annualized vs +6.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WBIF has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.6% for SIXA. 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 -18.4% for SIXA and -20.3% for WBIF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SIXA charges 0.47% per year while WBIF charges 1.65%. On a $10,000 position that is $47 vs $165 annually, a gap of $118 per year that compounds over a long holding period. On income, SIXA currently yields 1.96% against 0.00% for WBIF.
Holdings Overlap
At least 4.0% of SIXA's money is in holdings WBIF also owns.
Stated as a floor: for WBIF, our book for it covers 83.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
SIXA and WBIF share little of their money.
3 positions in common, counted across the 50 positions we hold weights for in SIXA and 62 in WBIF, against full books of 150 and 152.
You are not choosing between two funds in isolation.
Whichever of SIXA and WBIF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SIXA or WBIF?
SIXA has an expense ratio of 0.47% while WBIF charges 1.65%. SIXA is the cheaper option, by $118 a year on a $10,000 investment.
Which performed better, SIXA or WBIF?
Over the past year SIXA returned +19.27% vs +15.37% for WBIF, so SIXA leads on 1-year performance. Over the longest common window we track (6 years), SIXA annualized +15.46% vs +6.16% for WBIF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIXA or WBIF?
WBIF has been the more volatile fund at 13.4% annualized versus 12.6% for SIXA. Worst drawdown: SIXA -18.4% vs WBIF -20.3%.
Should I hold both SIXA and WBIF?
SIXA and WBIF have a monthly-return correlation of 0.76, 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 SIXA and WBIF?
At least 4.0% of SIXA's money is in holdings WBIF also owns. Our book for WBIF is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 50 positions we hold weights for in SIXA and 62 in WBIF.
Which pays a higher dividend, SIXA or WBIF?
SIXA yields 1.96% while WBIF yields 0.00%, so SIXA currently pays the higher dividend yield.
Is WBIF better than SIXA?
SIXA has a lower expense ratio. SIXA led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.