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| Side by side | SIXH |
|---|---|
| Strategy | Defined Outcome · Hedged equity |
| Expense ratio | 0.31% |
| Cost per year on $10k | $31 |
| Trailing 12-mo yield | 1.73% |
| Income per year on $10k | $173 |
| YTD | +18.1% |
| 1 year | +23.9% |
| 3 years · per year | +15.3% |
| 5 years · per year | +10.6% |
| Worst drop · 1Y | −3.5% |
| Volatility · 1Y | 7.9% |
| Holdings | 51 |
| Assets | $637M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.