Screener
SEPI vs BCHP
Shelton Equity Premium Income ETF vs Principal Focused Blue Chip ETF
Key differences
SEPI is an alternative ETF, while BCHP is an equity ETF. SEPI charges 0.54% a year and BCHP 0.58%.
- SEPI is an alternative fund, while BCHP is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; BCHP uses active selection.
Side-by-side comparison
| SEPI | BCHP | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.58% |
| Fund size (AUM) | $131M | $230M |
| Since | 2025 | 2023 |
| Dividend yield | — | 0.00% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +3.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 16.15% |
| Max drawdown | -7.66% | -18.56% |
Similar to SEPI and BCHP
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