Screener
SEPI vs DFLV
Shelton Equity Premium Income ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.33% less per year.
- DFLV is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
- SEPI is classified as alternative, while DFLV is equity — different risk/return profiles.
- SEPI follows a option income strategy; DFLV uses active selection.
Side-by-side comparison
| SEPI | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.21% |
| Fund size (AUM) | $117M | $5.9B |
| Since | 2025 | 2022 |
| Dividend yield | — | 1.46% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +34.4% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 11.35% |
| Max drawdown | -7.66% | -16.80% |
Similar to SEPI and DFLV
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