SIXA
+2.12 · +4.28%
$51.70 · NYSE ARCA

6 Meridian Mega Cap Equity ETF (SIXA) ETF Analysis | Large Value

Exchange Traded Concepts · USA
AUM:$463.5M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.78% — above average for this category.

What is SIXA?

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in mega capitalization equity securities. The Sub-Adviser considers mega capitalization companies to be the largest 10% of stocks included in the Russell 3000 Index by market capitalization.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SIXA delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.78% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 35.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$463.5M
Expense Ratio0.78%
Dividend Yield2.18%
Holdings48
Inception DateMay 2020
Domicile–
Distribution–
Index–
ProviderExchange Traded Concepts
Beta0.64
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would SIXA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.6%
1Y
+17.8%
3Y
+73.8%
5Y
+78.0%
OpenBook InsightIf you had invested £10,000 in SIXA 5 years ago, it would have grown to £17,797 — a gain of £7,797.

Annual Returns

Calendar year performance

SIXA delivered positive returns in 4 of the last 5 calendar years.
YearSIXA
2026 YTD+16.7%
2025+15.6%
2024+22.5%
2023+12.1%
2022-6.2%
CAGR 4yr+10.5%
4/5 positive yearsAvg return: +12.1%Worst year: -6.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.9%
Low
Momentum
+2.8%
30-day change
Support Level
56.42
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.