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6 Meridian Low Beta Equity Strategy ETF (SIXL)
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Upturn Advisory Summary
11/05/2025: SIXL (1-star) is a SELL. SELL since 5 days. Simulated Profits (-4.07%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.76% | Avg. Invested days 65 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.62 | 52 Weeks Range 33.43 - 38.99 | Updated Date 06/30/2025 |
52 Weeks Range 33.43 - 38.99 | Updated Date 06/30/2025 |
Upturn AI SWOT
6 Meridian Low Beta Equity Strategy ETF
ETF Overview
Overview
The 6 Meridian Low Beta Equity Strategy ETF (SIXB) seeks long-term capital appreciation by investing in a diversified portfolio of U.S. equity securities with historically lower beta coefficients than the overall market.
Reputation and Reliability
6 Meridian Funds Trust is relatively new, so reputation is developing. Reliability depends on continued performance and adherence to investment strategy.
Management Expertise
Management team expertise is focused on quantitative strategies and risk management within the equity market.
Investment Objective
Goal
The primary investment goal is to provide long-term capital appreciation while maintaining a lower level of volatility compared to the broader equity market.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a proprietary, quantitative methodology to select stocks with low beta characteristics.
Composition The ETF's assets are primarily U.S. equity securities selected based on their beta coefficients and other risk factors.
Market Position
Market Share: SIXB has a smaller market share compared to established low volatility ETFs.
Total Net Assets (AUM): 27828594
Competitors
Key Competitors
- SPLV
- USMV
- LGLV
- QUAL
- ACWV
Competitive Landscape
The low volatility ETF market is competitive, with several established players. SIXB's advantage lies in its proprietary selection methodology. The disadvantage is a relatively smaller AUM and trading volume compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from reliable sources. (1yr: [13.25, 3yr: [8.28, 5yr: [7.74])
Benchmark Comparison: Benchmark comparison depends on the chosen benchmark for low volatility strategies (e.g., S&P 500 Low Volatility Index).
Expense Ratio: 0.69
Liquidity
Average Trading Volume
The average trading volume is low and could impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Market dynamics include economic conditions, interest rate changes, and investor sentiment toward risk-aversion, all influencing the appeal of low beta strategies.
Growth Trajectory
Growth depends on investor demand for lower volatility exposure and the ETF's ability to deliver consistent performance relative to its objectives. Changes may reflect portfolio rebalancing and factor adjustments.
Moat and Competitive Advantages
Competitive Edge
SIXBu2019s competitive edge lies in its proprietary, quantitative, low-beta stock-selection methodology and it aims to offer downside protection in volatile markets. It focuses on selecting securities exhibiting lower volatility and correlation to the overall market. This distinct approach is intended to improve risk-adjusted returns. The ETF also provides diversification across sectors and industries, which reduces the impact of single stock performance on overall portfolio performance.
Risk Analysis
Volatility
Assess SIXBu2019s historical volatility compared to the S&P 500 and other low-volatility ETFs.
Market Risk
The primary market risk is that low-beta stocks may underperform in strong bull markets. Stock selection and model implementation are other risks.
Investor Profile
Ideal Investor Profile
Ideal investors are risk-averse individuals or those seeking lower volatility exposure as part of a broader portfolio strategy.
Market Risk
SIXB may be suitable for long-term investors seeking to mitigate downside risk, but it is not ideal for active traders seeking high returns or those following passive index strategies.
Summary
SIXB is a low-beta equity strategy ETF designed to provide long-term capital appreciation with reduced volatility compared to the broader market. It uses a proprietary quantitative methodology for stock selection, which differentiates it from other ETFs. However, its AUM and trading volume are lower than those of its competitors. Investors seeking downside protection and lower volatility exposure may find SIXB suitable, but they should also consider the liquidity and expense ratio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- etf.com
- Morningstar
- Seeking Alpha
Disclaimers:
Data is based on available information and is subject to change. Investment decisions should be made based on individual circumstances and after consulting with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About 6 Meridian Low Beta Equity Strategy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 also may invest in real estate investment trusts (REITs).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.