Screener
SEPI vs DIVZ
Shelton Equity Premium Income ETF vs Polen Dividend Income ETF
Key differences
SEPI is an alternative ETF, while DIVZ is an equity ETF. SEPI charges 0.54% a year and DIVZ 0.65%.
- SEPI is an alternative fund, while DIVZ is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; DIVZ uses active selection.
- SEPI costs 0.11% less per year.
Side-by-side comparison
| SEPI | DIVZ | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.65% |
| Fund size (AUM) | $131M | $244M |
| Since | 2025 | 2021 |
| Dividend yield | — | 2.58% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +12.9% |
| CAGR 3Y | N/A | +16.3% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | — | 9.28% |
| Max drawdown | -7.66% | -15.43% |
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