SIXA vs XLF
ETC 6 Meridian Mega Cap Equity ETF vs State Street Financial Select Sector SPDR ETF
Which is better, SIXA or XLF?
Each has led over a different period.
XLF has a lower expense ratio. SIXA led over 1Y, 3Y and 5Y, XLF over the full window. SIXA is less concentrated, with 34.8% of the fund in its ten largest positions against 57.3%.
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 | XLF |
|---|---|---|
| Expense Ratio | 0.47% | 0.08%Best |
| AUM | $540M | $51.9B |
| Dividend Yield | 1.96% | 1.40% |
| Holdings | 150 | 160 |
| YTD Return | +16.78%Best | +0.47% |
| 1Y Return | +19.27%Best | +4.02% |
| 3Y Return (annualized) | +21.22%Best | +19.43% |
| 5Y Return (annualized) | +12.90%Best | +8.82% |
| Volatility (annualized) | 12.6%Best | 18.4% |
| Max Drawdown | -18.4%Best | -25.8% |
| $10,000 over 5 years | $18,343Best | $15,260 |
| Top 10 Weight | 34.8%Best | 57.3% |
| Fund Family | 6 Meridian ETF | SPDR State Street Global Advisors |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 11, 2020 | Dec 16, 1998 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Oct 14, 2026 (6.4 years).
SIXA vs XLF 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 XLF Performance
ETC 6 Meridian Mega Cap Equity ETF (SIXA) is an ETF from 6 Meridian ETF and State Street Financial Select Sector SPDR ETF (XLF) is an ETF from SPDR State Street Global Advisors. Over the past year SIXA returned +19.27% while XLF returned +4.02%. Year to date, SIXA is up 16.78% versus a gain of 0.47% for XLF.
Over three years, SIXA compounded at +21.22% per year against +19.43% for XLF; over five years the annualized figures are +12.90% and +8.82% respectively. Across the full 6-year window we track, XLF has the edge at +17.07% annualized vs +15.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XLF has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -25.8% for XLF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SIXA charges 0.47% per year while XLF charges 0.08%. On a $10,000 position that is $47 vs $8 annually, a gap of $39 per year that compounds over a long holding period. On income, SIXA currently yields 1.96% against 1.40% for XLF.
Holdings Overlap
8.8% of SIXA's money is in holdings XLF also owns. 21.6% of XLF's money is in holdings SIXA also owns.
XLF and SIXA share little of their money.
6 positions in common, counted across the 50 positions we hold weights for in SIXA and 77 in XLF, against full books of 150 and 160.
What only one of them owns
Our book lists 70 positions for XLF that do not appear in our book for SIXA (77.9% of the fund), and 44 for SIXA that do not appear in XLF (91.2%).
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.
21.6% of XLF is already inside SIXA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, SIXA or XLF?
SIXA has an expense ratio of 0.47% while XLF charges 0.08%. XLF is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, SIXA or XLF?
Over the past year SIXA returned +19.27% vs +4.02% for XLF, so SIXA leads on 1-year performance. Over the longest common window we track (6 years), SIXA annualized +15.46% vs +17.07% for XLF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIXA or XLF?
XLF has been the more volatile fund at 18.4% annualized versus 12.6% for SIXA. Worst drawdown: SIXA -18.4% vs XLF -25.8%.
Should I hold both SIXA and XLF?
SIXA and XLF have a monthly-return correlation of 0.79, 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 XLF?
21.6% of XLF's money is in holdings SIXA also owns. 21.6% of XLF's is in holdings SIXA also owns. They hold 6 positions in common, counted across the 50 positions we hold weights for in SIXA and 77 in XLF.
Which pays a higher dividend, SIXA or XLF?
SIXA yields 1.96% while XLF yields 1.40%, so SIXA currently pays the higher dividend yield.
Is XLF better than SIXA?
XLF has a lower expense ratio. SIXA led over 1Y, 3Y and 5Y, XLF over the full window. SIXA is less concentrated, with 34.8% of the fund in its ten largest positions against 57.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.