Screener
BBLU vs SEPI
Ea Bridgeway Blue Chip ETF vs Shelton Equity Premium Income ETF
Key differences
BBLU is an equity ETF, while SEPI is an alternative ETF. BBLU charges 0.15% a year and SEPI 0.54%.
- BBLU is an equity fund, while SEPI is an alternative fund. They carry different risk/return profiles.
- BBLU follows a active selection strategy; SEPI uses option income.
- BBLU costs 0.39% less per year.
- BBLU is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- BBLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BBLU | SEPI | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.54% |
| Fund size (AUM) | $436M | $131M |
| Since | 1997 | 2025 |
| Dividend yield | 1.13% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +26.7% | N/A |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.32 | N/A |
| Volatility 1Y | 11.42% | — |
| Max drawdown | -17.20% | -7.66% |
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