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SEPI vs EMPB

Shelton Equity Premium Income ETF vs Efficient Market Portfolio Plus ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$117M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$18M

Key differences

  • SEPI costs 1.67% less per year.
  • SEPI is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • SEPI follows a option income strategy; EMPB uses active selection.

Side-by-side comparison

SEPIEMPB
Annual cost (TER)0.54%2.21%
Fund size (AUM)$117M$18M
Since20252024
Dividend yield0.82%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+20.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.39%
Max drawdown-7.66%-7.55%

Similar to SEPI and EMPB