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SEPI vs FELV
Shelton Equity Premium Income ETF vs Fidelity Enhanced Large Cap Value ETF
Key differences
SEPI is an alternative ETF, while FELV is an equity ETF. SEPI charges 0.54% a year and FELV 0.18%.
- SEPI is an alternative fund, while FELV is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; FELV uses index tracking.
- FELV costs 0.36% less per year.
- FELV is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- FELV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | FELV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.18% |
| Fund size (AUM) | $131M | $3.0B |
| Since | 2025 | 2007 |
| Dividend yield | — | 1.52% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +28.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 10.93% |
| Max drawdown | -7.66% | -16.08% |
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