Screener
SEPI vs FBCG
Shelton Equity Premium Income ETF vs Fidelity Blue Chip Growth ETF
Key differences
SEPI is an alternative ETF, while FBCG is an equity ETF. SEPI charges 0.54% a year and FBCG 0.57%.
- SEPI is an alternative fund, while FBCG is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; FBCG uses active selection.
- SEPI covers North America; FBCG covers global markets.
- FBCG is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- FBCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | FBCG | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.57% |
| Fund size (AUM) | $131M | $6.9B |
| Since | 2025 | 2020 |
| Dividend yield | — | 0.04% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +32.6% |
| CAGR 3Y | N/A | +30.2% |
| CAGR 5Y | N/A | +14.8% |
| Sharpe 3Y | N/A | 1.12 |
| Volatility 1Y | — | 19.05% |
| Max drawdown | -7.66% | -43.56% |
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