SIXH vs. IBAT ETF Comparison

Comparison of 6 Meridian Hedged Equity-Index Option Strategy ETF (SIXH) to iShares Energy Storage & Materials ETF (IBAT)
SIXH

6 Meridian Hedged Equity-Index Option Strategy ETF

SIXH Description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. The equity securities in which it invests are mainly common stocks. The fund may invest in equity securities of companies of any capitalization. It is non-diversified.

Grade (RS Rating)

Last Trade

$37.58

Average Daily Volume

10,933

Number of Holdings *

50

* may have additional holdings in another (foreign) market
IBAT

iShares Energy Storage & Materials ETF

IBAT Description The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.39

Average Daily Volume

352

Number of Holdings *

14

* may have additional holdings in another (foreign) market
Performance
Period SIXH IBAT
30 Days 0.27% -2.72%
60 Days 1.27% -5.60%
90 Days 3.26% -3.88%
12 Months 15.27%
1 Overlapping Holdings
Symbol Grade Weight in SIXH Weight in IBAT Overlap
DOW F 1.17% 1.21% 1.17%
SIXH Overweight 49 Positions Relative to IBAT
Symbol Grade Weight
MO A 5.42%
T A 4.04%
VZ C 3.97%
PEP F 3.72%
GM C 2.86%
SPG A 2.79%
CVX A 2.72%
XOM B 2.71%
AXP A 2.71%
COST A 2.71%
TGT F 2.69%
NVDA B 2.68%
CL D 2.63%
CAT B 2.62%
DUK C 2.61%
SO C 2.58%
QCOM F 2.58%
GILD C 2.56%
META D 2.53%
KHC F 2.4%
LLY F 2.3%
BIL A 2.24%
COF C 1.45%
NFLX A 1.45%
PYPL B 1.42%
JPM A 1.42%
INTU B 1.41%
ORCL A 1.41%
BLK B 1.38%
USB A 1.37%
UNH B 1.35%
BRK.A B 1.35%
BK A 1.35%
GE D 1.34%
PG C 1.34%
WMT A 1.33%
GOOGL C 1.33%
AMZN C 1.32%
AAPL C 1.32%
AIG B 1.31%
PM B 1.31%
DE B 1.31%
RTX D 1.3%
IBM C 1.29%
AMD F 1.27%
LMT D 1.26%
JNJ C 1.25%
MRK D 1.23%
KO D 1.23%
SIXH Underweight 13 Positions Relative to IBAT
Symbol Grade Weight
APD A -7.15%
ETN A -3.68%
LIN C -2.99%
BE B -2.84%
ENPH F -2.74%
ENS F -2.55%
QS F -1.08%
PLUG F -0.98%
FLNC D -0.84%
SEDG F -0.4%
CHPT F -0.29%
FCEL B -0.07%
STEM F -0.04%
Compare ETFs