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SEPIvsETF 2ETF Comparison

ETF 1
SEPI

Shelton Equity Premium Income ETF

This fund is part of
Options Strategies
-0.25%
VS
ETF 2
Suggested SEPI comparisons

Choose a second ETF to run a side-by-side ETF comparison with SEPI, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SEPI performance and flow charts

Performance

-0.50.00.51.0%Aug 10Aug 17Aug 24Aug 31Sep 7

Cumulative Flows

0 M5 M10 M15 MAug 10Aug 17Aug 24Aug 31Sep 7

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 09/09/2026
1M3MYTD1Y3Y5Y
Perf.
SEPI
ETF 2
+1.02%
+6.03%
+14.96%
+23.15%
n/a
n/a
Flows
SEPI
ETF 2
+$15M
+$50M
+$120M
+$175M
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
SEPI
ETF 2
+11.52%
+11.62%
n/a
n/a
Max drawdown
SEPI
ETF 2
-3.45%
-8.47%
n/a
n/a
Max drawdown duration
SEPI
ETF 2
16d
72d
n/a
n/a
Trading data

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SEPI
ETF 2
Last sale
Previous close
09/09/2026
Consolidated volume
09/09/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
SEPI
ETF 2
Last price
1D performance
AuM$189.14 M
E/R0.54%
Characteristics
SEPI
ETF 2
Management strategyActive
ProviderShelton Capital Management
Benchmark-
N° of holdings40
Asset class-
Trailing 12m distribution yield
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Inception dateSeptember 5, 2025
ESGNo
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Exposure

Countries

SEPI
USA
102.07%
Other
-2.07%
ETF 2

Sectors

SEPI
Technology
44.6%
Finance
14.86%
Consumer Non-Cycl.
12.63%
Industrials
9.05%
Healthcare
8.17%
Other
10.68%
ETF 2
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Diversification

SEPI

Total weight of top 15 holdings out of 15

62.83%
ETF 2

Top 15 holdings

Data as of July 31, 2026
SEPI
Advanced Micro Devices, Inc.
6.40%
Apple, Inc.
5.79%
Caterpillar, Inc.
5.71%
Alphabet, Inc.
4.83%
Micron Technology, Inc.
4.83%
Microsoft Corp.
4.41%
NVIDIA Corp.
4.19%
The Goldman Sachs Group, Inc.
4.08%
Amazon.com, Inc.
3.97%
ExxonMobil Holdings Corp.
3.63%
Johnson & Johnson
3.46%
Broadcom Inc.
3.29%
Meta Platforms, Inc.
2.86%
Merck & Co., Inc.
2.80%
eBay, Inc.
2.61%
ETF 2
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