Screener
SEPI vs FESM
Shelton Equity Premium Income ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
SEPI is an alternative ETF, while FESM is an equity ETF. SEPI charges 0.54% a year and FESM 0.28%.
- SEPI is an alternative fund, while FESM is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; FESM uses index enhanced.
- FESM costs 0.26% less per year.
- FESM is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | FESM | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.28% |
| Fund size (AUM) | $131M | $5.3B |
| Since | 2025 | 2007 |
| Dividend yield | — | 0.53% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index enhanced |
| CAGR 1Y | N/A | +44.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 19.29% |
| Max drawdown | -7.66% | -26.93% |
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