Skip to content
Beacon
Screener

SEPI vs FFLV

Shelton Equity Premium Income ETF vs Fidelity Fundamental Large Cap

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$131M

FFLV

Fidelity Fundamental Large Cap

Annual cost

0.38%

Fund size

$16M

Key differences

SEPI is an alternative ETF, while FFLV is an equity ETF. SEPI charges 0.54% a year and FFLV 0.38%.

  • SEPI is an alternative fund, while FFLV is an equity fund. They carry different risk/return profiles.
  • SEPI follows a option income strategy; FFLV uses active selection.
  • SEPI covers North America; FFLV covers global markets.
  • FFLV costs 0.16% less per year.
  • SEPI is much larger than FFLV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SEPIFFLV
Annual cost (TER)0.54%0.38%
Fund size (AUM)$131M$16M
Since20252024
Dividend yield1.47%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1YN/A+27.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.45%
Max drawdown-7.66%-16.71%

Similar to SEPI and FFLV