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SEPI vs HEMI

Shelton Equity Premium Income ETF vs Hartford Equity Premium Income ETF

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

HEMI

Hartford Equity Premium Income ETF

Hartford Mutual Funds

Annual cost

0.49%

Fund size

$33M

Key differences

  • HEMI costs 0.05% less per year.
  • SEPI is significantly larger than HEMI — larger funds tend to be more liquid and less likely to close.
  • SEPI is classified as alternative, while HEMI is equity — different risk/return profiles.
  • SEPI follows a option income strategy; HEMI uses active selection.

Side-by-side comparison

SEPIHEMI
Annual cost (TER)0.54%0.49%
Fund size (AUM)$117M$33M
Since20252025
Dividend yield
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.66%-7.79%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SEPI and HEMI