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SIXA

GradeDNew York Stock Exchange Arca

ETC 6 Meridian Mega Cap Equity ETF

Broad Stock Market · Meridian · Inception 2020-05-08 · SEC filings

$57.49−0.23 (−0.41%)

As of Sep 23, 2026, 3:10 PM EDT

Intraday session: down, 69 prints from 57.73 to 57.49. Range 57.41 to 57.73. Use the arrow keys to read each point.$57.40$57.60$57.7010 AM12 PM2 PM4 PM
Expense ratio
0.31%
Fund size
$546M
1Y return
+18.7%
Yield · Last 12 months
1.91%
Holdings
49
Volume · 30D
0M sh
NAV per share
$57.74
52W range
low $48.28high $58.52

The ETF.net SIXA Grade

D

35/ 100

Rank 6 of 6 in US Mega-Cap

Confidence Medium

Six-pillar profile for SIXA. Scores out of 100: Cost 17, Risk 84, Mission 29, Tradability 16, Holdings 72, Durability 28. Strongest: Risk (84). Weakest: Tradability (16). Leans toward Risk.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 35 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 17
    Category rank6/6 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    DScore 29
    Category rank6/6 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    AScore 84
    Category rank1/6 · top 17%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    FScore 16
    Category rank6/6 · bottom quartile
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 72
    Category rank1/6 · top 17%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 28
    Category rank6/6 · bottom quartile

Graded as of Sep 22, 2026

Our read on SIXA

ETF.net Research

DAlmost every mega-cap ETF is a cheap index tracker. SIXA is the odd one out: an actively managed, momentum-driven cut of the largest 10% of the Russell 3000, live since 2020.

Stated mandate

The Fund seeks capital appreciation.

Why people hold it

  1. 01The active outlier in an index-dominated corner: a momentum-driven mega-cap portfolio instead of a cap-weighted list.
  2. 02The mandate keeps it anchored: at least 80% of net assets in mega caps, defined as the largest 10% of Russell 3000 stocks, mainly common stock.
  3. 03Pays monthly, a cadence most capital-appreciation equity funds skip.
  4. 04Trading since 2020 and one of a small ETF lineup built on advisory firm 6 Meridian's in-house strategies.6meridianfunds.com

Worth knowing

  1. 01At 0.47%, it runs above the 0.20% cohort median, and index rivals MGC and MGK charge 0.05%. Active stock selection is what the extra fee buys.
  2. 02Thinly traded next to the mega-cap index giants, so spreads and order size matter more here.
  3. 03Momentum leans into what has been working, so holdings can sit well away from a plain cap-weighted mega-cap index.

SIXA Holdings

As of Sep 20, 2026, 9:03 AM
Asset class
Stocks
Holdings
49
Top-10 weight
35%
Largest holding
MO5.3%

Sectors

  • Cons. Staples25.3%
  • Technology17.4%
  • Health Care15.8%
  • Communication13.6%
  • Financials9.4%
  • Consumer Discr.6.5%
  • Energy4.1%
  • Real Estate4.0%
  • Industrials3.9%

Geography

  • United States98.63%
  • Ireland1.37%
The fund’s holdings, weight-ordered — page 1 of 4.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001MOALTRIA GROUP INC5.33%413,776$29M369
002TAT&T INC3.93%838,540$21M415
003VZVERIZON COMMUNICATIONS INC3.87%433,543$21M441
004PEPPEPSICO INC3.86%156,199$21M447
005BMYBRISTOL-MYERS SQUIBB COMPANY3.78%325,529$20M460
006QCOMQUALCOMM INC3.08%88,402$17M523
007MUMICRON TECHNOLOGY INC2.75%15,261$15M655
008JNJJOHNSON & JOHNSON2.71%54,243$15M521
009GMGENERAL MOTORS COMPANY2.70%168,772$15M340
010AMTAMERICAN TOWER CORP2.70%83,210$15M333
011WMTWALMART INC.2.70%136,713$15M462
012PMPHILIP MORRIS INTERNATIONAL2.68%76,302$15M412
013MDLZMONDELEZ INTERNATIONAL INC2.68%233,746$15M366
014COPCONOCOPHILLIPS2.65%107,684$14M425
015LLYELI LILLY & CO2.64%12,418$14M569

Showing 1–15 of 50 holdings

SIXA Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

SIXA$11,868
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. SIXA $11,868. SPY $11,723. Use the arrow keys to read each point.$9,335$10,758$12,181Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for SIXA. Periods over one year show the average yearly return.
PeriodSIXA
Year to date+17.1%
1 month−0.7%
3 months+3.4%
1 year+18.7%
3 years+21.6%per year
5 years+13.4%per year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for SIXA
YearReturn barSIXA
2026 YTD+17.1%
2025+15.5%
2024+22.7%
2023+12.0%
2022−5.7%
2021+23.9%
2020+18.4%

History from May 11, 2020

SIXA in the news

ETF.net Research hasn’t filed on SIXA yet — coverage lands here as it’s written.

SIXA Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
1.91%Last 12 months
Payout per share
$1.10Last 12 months
Last payment
$0.03 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2023–2026

One bar per payment. 44 payments from 2023 to 2026 YTD. Jan 26, 2023 $0.05; Feb 23, 2023 $0.06; Mar 27, 2023 $0.10; Apr 25, 2023 $0.06; May 25, 2023 $0.05; Jun 27, 2023 $0.11; Jul 27, 2023 $0.02; Aug 28, 2023 $0.04; Sep 26, 2023 $0.09; Oct 26, 2023 $0.04; Nov 27, 2023 $0.04; Dec 26, 2023 $0.12; Jan 24, 2024 $0.03; Feb 26, 2024 $0.03; Mar 25, 2024 $0.09; Apr 24, 2024 $0.04; May 23, 2024 $0.05; Jun 24, 2024 $0.07; Jul 24, 2024 $0.05; Aug 26, 2024 $0.04; Sep 24, 2024 $0.09; Oct 24, 2024 $0.07; Nov 25, 2024 $0.06; Dec 30, 2024 $0.10; Jan 30, 2025 $0.10; Feb 27, 2025 $0.07; Mar 27, 2025 $0.12; Apr 29, 2025 $0.09; May 29, 2025 $0.06; Jun 26, 2025 $0.09; Jul 30, 2025 $0.15; Aug 28, 2025 $0.04; Sep 29, 2025 $0.09; Oct 30, 2025 $0.16; Nov 25, 2025 $0.05; Dec 30, 2025 $0.12; Jan 28, 2026 $0.09; Feb 25, 2026 $0.02; Mar 27, 2026 $0.09; Apr 28, 2026 $0.13; May 27, 2026 $0.07; Jun 26, 2026 $0.11; Jul 29, 2026 $0.14; Aug 27, 2026 $0.03. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Aug 27, 2026Aug 31, 2026$0.03
Jul 29, 2026Jul 31, 2026$0.14
Jun 26, 2026Jun 30, 2026$0.11
May 27, 2026May 29, 2026$0.07
Apr 28, 2026Apr 30, 2026$0.13
Mar 27, 2026Mar 31, 2026$0.09
Feb 25, 2026Feb 27, 2026$0.02
Jan 28, 2026Jan 30, 2026$0.09
Dec 30, 2025Dec 31, 2025$0.12
Nov 25, 2025Nov 26, 2025$0.05
Oct 30, 2025Oct 31, 2025$0.16
Sep 29, 2025Sep 30, 2025$0.09

SIXA Risk

How much the fund’s monthly returns vary, scaled to a year.
9.8%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.51
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−18.4%
Trough Sep 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.56
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

SIXA Cost

Expense ratio0.31%
  • The middle half of US Mega-Cap funds
  • Median 0.17%

Every other US Mega-Cap fund charges less.

SIXA costs $31.00 a year on $10,000. The median US Mega-Cap fund costs $17.50.