Screener
CWS vs SEPI
AdvisorShares Focused Equity ETF vs Shelton Equity Premium Income ETF
Key differences
- SEPI costs 0.11% less per year.
- CWS is classified as equity, while SEPI is alternative — different risk/return profiles.
- CWS follows a active selection strategy; SEPI uses option income.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CWS | SEPI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.54% |
| Fund size (AUM) | $155M | $117M |
| Since | 2016 | 2025 |
| Dividend yield | 0.31% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +1.0% | N/A |
| CAGR 3Y | +10.3% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.51 | N/A |
| Volatility 1Y | 13.35% | — |
| Max drawdown | -33.82% | -7.66% |
Similar to CWS and SEPI
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