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SEPIvsETF 2ETF Comparison

ETF 1
SEPI

Shelton Equity Premium Income ETF

This fund is part of
Options Strategies
+0.4%
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

-1.00.01.02.03.0%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

0 M2 M4 M6 M8 M10 M12 M14 MMay 12May 19May 26Jun 2Jun 9

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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 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
SEPI
ETF 2
+1.04%
+11.43%
+8.63%
n/a
n/a
n/a
Flows
SEPI
ETF 2
+$14M
+$45M
+$74M
-–
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
SEPI
ETF 2
+13.94%
n/a
n/a
n/a
Max drawdown
SEPI
ETF 2
-4.56%
n/a
n/a
n/a
Max drawdown duration
SEPI
ETF 2
21d
n/a
n/a
n/a
Trading data

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SEPI
ETF 2
Last sale
Previous close
06/11/2026
Consolidated volume
06/11/2026
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$138.15 M
E/R0.54%
Characteristics
SEPI
ETF 2
Management strategyActive
ProviderShelton Capital Management
Benchmark-
N° of holdings37
Asset class-
Trailing 12m distribution yield
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Inception dateSeptember 5, 2025
ESGNo
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Exposure

Countries

SEPI
USA
92.05%
Other
7.95%
ETF 2

Sectors

SEPI
Information Techn.
28.86%
Communication Ser.
11.18%
Financials
10.88%
Consumer Discreti.
10.83%
Industrials
9.27%
Health Care
8.84%
Other
20.14%
ETF 2
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Diversification

SEPI

Total weight of top 15 holdings out of 15

58.36%
ETF 2

Top 15 holdings

Data as of April 30, 2026
SEPI
CATERPILLAR
6.02%
APPLE
5.21%
ALPHABET INC-CL
4.93%
NVIDIA
4.70%
ADVANCED MICRO DEVICES
4.67%
MICROSOFT-T
4.19%
AMAZON.COM INC
3.96%
THE GOLDMAN SACHS GROUP
3.90%
META PLATFORMS
3.61%
EXXON
3.59%
MICRON TECHNOLOGY
3.19%
JOHNSON&JOHNSON
3.16%
MERCK & CO INC
2.47%
EBAY
2.38%
ARISTA NETWORKS
2.38%
ETF 2
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