Screener
SEPI vs ACIO
Shelton Equity Premium Income ETF vs Aptus Collared Investment Opportunity ETF
Key differences
Both SEPI and ACIO are alternative ETFs. SEPI charges 0.54% a year and ACIO 0.79%. The main difference: SEPI costs 0.25% less per year.
- SEPI costs 0.25% less per year.
- ACIO is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- ACIO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | ACIO | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.79% |
| Fund size (AUM) | $131M | $2.4B |
| Since | 2025 | 2019 |
| Dividend yield | — | 0.38% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | N/A | +13.9% |
| CAGR 3Y | N/A | +15.6% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | — | 8.63% |
| Max drawdown | -7.66% | -14.19% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.