SIXH vs WBIG
ETC 6 Meridian Hedged Equity Index Option ETF vs WBI BullBear Yield 3000 ETF
Which is better, SIXH or WBIG?
SIXH has been ahead.
SIXH has a lower expense ratio. SIXH led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 23.9% of the fund in its ten largest positions against 33.6%.
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 | SIXH | WBIG |
|---|---|---|
| Expense Ratio | 0.73%Best | 1.59% |
| AUM | $605M | $31M |
| Dividend Yield | 1.78% | 1.17% |
| Holdings | 106 | 159 |
| YTD Return | +14.72%Best | +12.49% |
| 1Y Return | +17.59%Best | +11.17% |
| 3Y Return (annualized) | +13.16%Best | +7.85% |
| 5Y Return (annualized) | +9.95%Best | +1.53% |
| Volatility (annualized) | 9.1%Best | 12.4% |
| Max Drawdown | -11.7%Best | -25.3% |
| $10,000 over 5 years | $16,069Best | $10,789 |
| Top 10 Weight | 33.6% | 23.9%Best |
| Fund Family | 6 Meridian ETF | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 11, 2020 | Aug 25, 2014 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2020 to Oct 14, 2026 (6.4 years).
SIXH vs WBIG 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.
SIXH vs WBIG Performance
ETC 6 Meridian Hedged Equity Index Option ETF (SIXH) is an ETF from 6 Meridian ETF and WBI BullBear Yield 3000 ETF (WBIG) is an ETF from WBI Investments. Over the past year SIXH returned +17.59% while WBIG returned +11.17%. Year to date, SIXH is up 14.72% versus a gain of 12.49% for WBIG.
Over three years, SIXH compounded at +13.16% per year against +7.85% for WBIG; over five years the annualized figures are +9.95% and +1.53% respectively. Across the full 6-year window we track, SIXH has the edge at +10.89% annualized vs +4.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WBIG has been the more volatile fund, with annualized monthly volatility of 12.4% 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 -11.7% for SIXH and -25.3% for WBIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SIXH charges 0.73% per year while WBIG charges 1.59%. On a $10,000 position that is $73 vs $159 annually, a gap of $86 per year that compounds over a long holding period. On income, SIXH currently yields 1.78% against 1.17% for WBIG.
Holdings Overlap
10.9% of SIXH's money is in holdings WBIG also owns. 8.8% of WBIG's money is in holdings SIXH also owns.
SIXH and WBIG share little of their money.
6 positions in common, counted across the 52 positions we hold weights for in SIXH and 71 in WBIG, against full books of 106 and 159.
What only one of them owns
Our book lists 61 positions for WBIG that do not appear in our book for SIXH (83.8% of the fund), and 46 for SIXH that do not appear in WBIG (89.7%).
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
You are not choosing between two funds in isolation.
Whichever of SIXH and WBIG 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, SIXH or WBIG?
SIXH has an expense ratio of 0.73% while WBIG charges 1.59%. SIXH is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, SIXH or WBIG?
Over the past year SIXH returned +17.59% vs +11.17% for WBIG, so SIXH leads on 1-year performance. Over the longest common window we track (6 years), SIXH annualized +10.89% vs +4.04% for WBIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SIXH or WBIG?
WBIG has been the more volatile fund at 12.4% annualized versus 9.1% for SIXH. Worst drawdown: SIXH -11.7% vs WBIG -25.3%.
Should I hold both SIXH and WBIG?
SIXH and WBIG have a monthly-return correlation of 0.53, 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 SIXH and WBIG?
10.9% of SIXH's money is in holdings WBIG also owns. 8.8% of WBIG's is in holdings SIXH also owns. They hold 6 positions in common, counted across the 52 positions we hold weights for in SIXH and 71 in WBIG.
Which pays a higher dividend, SIXH or WBIG?
SIXH yields 1.78% while WBIG yields 1.17%, so SIXH currently pays the higher dividend yield.
Is WBIG better than SIXH?
SIXH has a lower expense ratio. SIXH led over 1Y, 3Y, 5Y and the full window. WBIG is less concentrated, with 23.9% of the fund in its ten largest positions against 33.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.