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SEPI vs FELG

Shelton Equity Premium Income ETF vs Fidelity Enhanced Large Cap Growth ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$131M

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

Key differences

SEPI is an alternative ETF, while FELG is an equity ETF. SEPI charges 0.54% a year and FELG 0.18%.

  • SEPI is an alternative fund, while FELG is an equity fund. They carry different risk/return profiles.
  • SEPI follows a option income strategy; FELG uses active selection.
  • FELG costs 0.36% less per year.
  • FELG is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
  • FELG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEPIFELG
Annual cost (TER)0.54%0.18%
Fund size (AUM)$131M$5.8B
Since20252007
Dividend yield0.34%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+22.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.84%
Max drawdown-7.66%-23.89%

Similar to SEPI and FELG