Screener
SEPI vs FMDE
Shelton Equity Premium Income ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
SEPI is an alternative ETF, while FMDE is an equity ETF. SEPI charges 0.54% a year and FMDE 0.23%.
- SEPI is an alternative fund, while FMDE is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; FMDE uses index enhanced.
- FMDE costs 0.31% less per year.
- FMDE is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- FMDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.23% |
| Fund size (AUM) | $131M | $7.0B |
| Since | 2025 | 2007 |
| Dividend yield | — | 1.11% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index enhanced |
| CAGR 1Y | N/A | +18.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 13.75% |
| Max drawdown | -7.66% | -21.10% |
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