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SEPI vs CGIC

Shelton Equity Premium Income ETF vs Capital Group International Core Equity ETF

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

CGIC

Capital Group International Core Equity ETF

Capital Group

Annual cost

0.54%

Fund size

$1.7B

Key differences

  • CGIC is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
  • SEPI is classified as alternative, while CGIC is equity — different risk/return profiles.
  • SEPI follows a option income strategy; CGIC uses active selection.

Side-by-side comparison

SEPICGIC
Annual cost (TER)0.54%0.54%
Fund size (AUM)$117M$1.7B
Since20252024
Dividend yield1.38%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1YN/A+32.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.05%
Max drawdown-7.66%-13.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SEPI and CGIC