EPSvsSEPIETF Comparison
WisdomTree U.S. LargeCap Fund (EPS) belongs to the US Large Cap segment. Shelton Equity Premium Income ETF (SEPI) is part of the Options Strategies segment. EPS's top 3 sector exposures are Information Technology, Financials and Communication Services. In contrast, SEPI's top sector exposures are Information Technology, Communication Services and Financials. EPS is less expensive with a Total Expense Ratio (TER) of 0.08%, versus 0.54% for SEPI. EPS is up 10.69% year-to-date (YTD) with +$52M in YTD flows. SEPI performs worse with 9.52% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of EPS and SEPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EPS vs SEPI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EPS SEPI | +1.54%+1.89% | +13.66%+12.74% | +10.69%+9.52% | +27.48%n/a | +76.84%n/a | +88.61%n/a |
| Flows | EPS SEPI | +$23M+$27M | +$34M+$58M | +$52M+$88M | +$180M- | +$316M- | +$441M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EPS SEPI | +14.94%+14.03% | +11.91%n/a | +14.10%n/a | +16.19%n/a |
| Max drawdown | EPS SEPI | -4.22%-3.64% | -8.40%n/a | -17.76%n/a | -23.62%n/a |
| Max drawdown duration | EPS SEPI | 16d16d | 70dn/a | 128dn/a | 707dn/a |
EPS | SEPI | |
Last sale 6/18/2026 at 1:30 PM | $78.16 | |
| Previous close 06/18/2026 | $77.44 | |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EPS | SEPI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EPS | SEPI | |
|---|---|---|
| Last price | $78.16 | – |
| 1D performance | +0.93% | – |
| AuM | $1.57 B | $152.58 M |
| E/R | 0.08% | 0.54% |
EPS | SEPI | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | Shelton Capital Management |
| Benchmark | WisdomTree U.S. Large Cap Total Return Index | - |
| N° of holdings | 472 | 37 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 23, 2007 | September 5, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
