Screener
SEPI vs FMCX
Shelton Equity Premium Income ETF vs FM Focus Equity ETF
Key differences
- SEPI costs 0.17% less per year.
- SEPI is classified as alternative, while FMCX is equity — different risk/return profiles.
- SEPI follows a option income strategy; FMCX uses active selection.
Side-by-side comparison
| SEPI | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.71% |
| Fund size (AUM) | $117M | $115M |
| Since | 2025 | 2022 |
| Dividend yield | — | 0.34% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +19.0% |
| CAGR 3Y | N/A | +16.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.93 |
| Volatility 1Y | — | 12.95% |
| Max drawdown | -7.66% | -17.70% |
Similar to SEPI and FMCX
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