Screener
SEPI vs FBCV
Shelton Equity Premium Income ETF vs Fidelity Blue Chip Value ETF
Key differences
SEPI is an alternative ETF, while FBCV is an equity ETF. SEPI charges 0.54% a year and FBCV 0.57%.
- SEPI is an alternative fund, while FBCV is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; FBCV uses active selection.
- FBCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | FBCV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.57% |
| Fund size (AUM) | $131M | $162M |
| Since | 2025 | 2020 |
| Dividend yield | — | 1.42% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +25.0% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 0.98 |
| Volatility 1Y | — | 10.52% |
| Max drawdown | -7.66% | -15.55% |
Similar to SEPI and FBCV
Explore further