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SEPI vs CWS

Shelton Equity Premium Income ETF vs AdvisorShares Focused Equity ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$117M

CWS

AdvisorShares Focused Equity ETF

Annual cost

0.65%

Fund size

$155M

Key differences

  • SEPI costs 0.11% less per year.
  • SEPI is classified as alternative, while CWS is equity — different risk/return profiles.
  • SEPI follows a option income strategy; CWS uses active selection.
  • CWS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEPICWS
Annual cost (TER)0.54%0.65%
Fund size (AUM)$117M$155M
Since20252016
Dividend yield0.31%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+1.0%
CAGR 3YN/A+10.3%
CAGR 5YN/A+8.4%
Sharpe 3YN/A0.51
Volatility 1Y13.35%
Max drawdown-7.66%-33.82%

Similar to SEPI and CWS