SIXS vs. ISCB ETF Comparison

Comparison of 6 Meridian Small Cap Equity ETF (SIXS) to iShares Morningstar Small-Cap ETF (ISCB)
SIXS

6 Meridian Small Cap Equity ETF

SIXS Description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in small-capitalization equity securities. The Sub-Adviser considers small-capitalization companies to be the smallest 75% of stocks included in the Russell 3000 Index by market capitalization. Although it invests primarily in small-capitalization securities, the fund may invest in equity securities of companies of any capitalization. The equity securities in which it invests are mainly common stocks.

Grade (RS Rating)

Last Trade

$48.59

Average Daily Volume

2,558

Number of Holdings *

79

* may have additional holdings in another (foreign) market
ISCB

iShares Morningstar Small-Cap ETF

ISCB Description ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.

Grade (RS Rating)

Last Trade

$57.90

Average Daily Volume

5,264

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period SIXS ISCB
30 Days 1.05% 2.12%
60 Days 1.49% 2.28%
90 Days 9.15% 8.89%
12 Months 14.05% 21.40%
0 Overlapping Holdings
Symbol Grade Weight in SIXS Weight in ISCB Overlap
SIXS Overweight 79 Positions Relative to ISCB
Symbol Grade Weight
HCI C 2.34%
CALM B 2.32%
INVA B 2.31%
COLL B 2.27%
PRDO D 2.26%
AGO C 2.25%
CUBI F 1.17%
TR C 1.17%
HP D 1.17%
GIII C 1.17%
RES D 1.17%
BRC B 1.17%
MHO B 1.16%
LPG F 1.16%
CLW F 1.16%
LTC B 1.16%
GTY B 1.16%
FIZZ D 1.16%
ENSG C 1.16%
MMSI B 1.16%
DVAX D 1.16%
VIRT B 1.16%
AWR B 1.16%
LBRT D 1.16%
JBSS D 1.15%
MSGS B 1.15%
NABL D 1.15%
BKE B 1.15%
PMT B 1.15%
THS C 1.15%
REX D 1.15%
NPK C 1.15%
SMPL D 1.15%
BOX B 1.15%
MGEE B 1.15%
SPNT C 1.14%
RDN B 1.14%
PFBC C 1.14%
SAFT C 1.14%
JJSF C 1.14%
RGR F 1.14%
SPTN C 1.14%
HSII C 1.14%
AMSF C 1.14%
AMBC F 1.14%
WNC F 1.14%
CVI F 1.14%
EIG B 1.14%
GDEN D 1.13%
HSTM C 1.13%
ATGE D 1.13%
PUMP F 1.13%
VRTS D 1.13%
PRGS C 1.13%
DNOW D 1.13%
DXC C 1.13%
ATEN C 1.13%
CEIX D 1.13%
LRN B 1.12%
PINC C 1.12%
WRLD D 1.12%
PLAB F 1.12%
MOV F 1.12%
PBH B 1.12%
HCC F 1.12%
ANDE D 1.11%
SM D 1.11%
MCY C 1.11%
FDP B 1.11%
AX D 1.11%
MTUS F 1.11%
HMN C 1.11%
OGN D 1.1%
SCSC D 1.1%
ZEUS F 1.1%
RAMP F 1.1%
AMR F 1.1%
ENVA C 1.1%
EZPW D 1.09%
SIXS Underweight 10 Positions Relative to ISCB
Symbol Grade Weight
CVNA B -0.33%
FTAI B -0.28%
INSM D -0.27%
GWRE A -0.27%
COHR B -0.26%
CHRW B -0.26%
JLL B -0.26%
CW B -0.26%
CUBE B -0.25%
EWBC C -0.25%
Compare ETFs