Screener
SEPI vs DIVI
Shelton Equity Premium Income ETF vs Franklin International Core Dividend Tilt Index ETF
Key differences
- DIVI costs 0.45% less per year.
- DIVI is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
- SEPI is classified as alternative, while DIVI is equity — different risk/return profiles.
- SEPI covers north america markets; DIVI covers global.
- SEPI follows a option income strategy; DIVI uses active selection.
- DIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | DIVI | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.09% |
| Fund size (AUM) | $117M | $2.4B |
| Since | 2025 | 2016 |
| Dividend yield | — | 3.61% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +29.0% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +14.3% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | — | 14.91% |
| Max drawdown | -7.66% | -27.76% |
Similar to SEPI and DIVI
Explore further