Screener
SEPI vs DGRO
Shelton Equity Premium Income ETF vs iShares Core Dividend Growth ETF
Key differences
SEPI is an alternative ETF, while DGRO is an equity ETF. SEPI charges 0.54% a year and DGRO 0.08%.
- SEPI is an alternative fund, while DGRO is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; DGRO uses index tracking.
- DGRO costs 0.46% less per year.
- DGRO is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- DGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | DGRO | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.08% |
| Fund size (AUM) | $131M | $40.5B |
| Since | 2025 | 2014 |
| Dividend yield | — | 1.96% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +22.9% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +10.6% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | — | 9.52% |
| Max drawdown | -7.66% | -35.10% |
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