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SIXAETC 6 Meridian Mega Cap Equity ETF

Grow my money6y track recordRanked #1,057 of 2,998 in this goal

Seeks capital appreciation.

By Exchange Traded Concepts · Launched 2020

Annual Cost

0.46%

#2,346 of 5,861 · average

Fund Size

$493M

#1,601 of 5,861 · large

Return (1Y)Goal

+17.9%

Track Record

6 years

#2,057 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,824+18.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mega

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 35.4% of fundwell diversified

Altria Group, Inc.
5.8%
VERIZON COMMUNICATIONS INC.
4.4%
Pepsico, Inc.
4.2%
AT&T INC.
4.1%
BRISTOL-MYERS SQUIBB COMPANY
2.9%
THE SOUTHERN COMPANY
2.8%
MERCK & CO., INC.
2.8%
COLGATE-PALMOLIVE COMPANY
2.8%
DUKE ENERGY CORPORATION
2.8%
JOHNSON & JOHNSON
2.8%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Consumer Defensive
23.8%
Technology
17.0%
Healthcare
15.0%
Financial Services
12.8%
Communication
10.4%
Consumer Cyclical
5.1%
Energy
4.9%
Industrials
4.6%
Other
6.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.0%Low

Year-on-year price swings

Max drawdown
-18.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.31Strong risk-adjusted returns
Sortino (3Y)
1.93Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio investing primarily in mega capitalization equity securities, emphasizing high quality large-capitalization stocks. Utilizes a quantitatively-driven strategy to rank securities based on profitability, growth, and other investment factors.
Inception date
May 11, 2020
Fund family
Exchange Traded Concepts

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Data updated on 2026-08-04