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SEPI vs HDV
Shelton Equity Premium Income ETF vs iShares Core High Dividend ETF
Key differences
SEPI is an alternative ETF, while HDV is an equity ETF. SEPI charges 0.54% a year and HDV 0.08%.
- SEPI is an alternative fund, while HDV is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; HDV uses index tracking.
- HDV costs 0.46% less per year.
- HDV is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | HDV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.08% |
| Fund size (AUM) | $131M | $13.4B |
| Since | 2025 | 2011 |
| Dividend yield | — | 2.91% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +22.4% |
| CAGR 3Y | N/A | +15.9% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | — | 9.71% |
| Max drawdown | -7.66% | -37.04% |
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