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SEPI vs EQIN

Shelton Equity Premium Income ETF vs Columbia U.S. Equity Income ETF

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

  • EQIN costs 0.19% less per year.
  • SEPI is classified as alternative, while EQIN is equity — different risk/return profiles.
  • SEPI follows a option income strategy; EQIN uses index tracking.
  • EQIN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEPIEQIN
Annual cost (TER)0.54%0.35%
Fund size (AUM)$117M$276M
Since20252016
Dividend yield1.92%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+17.7%
CAGR 3YN/A+14.3%
CAGR 5YN/A+9.5%
Sharpe 3YN/A0.87
Volatility 1Y10.39%
Max drawdown-7.66%-42.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SEPI and EQIN