Screener
SEPI vs IDVZ
Shelton Equity Premium Income ETF vs Polen International Dividend Income ETF
Key differences
SEPI is an alternative ETF, while IDVZ is an equity ETF. SEPI charges 0.54% a year and IDVZ 0.75%.
- SEPI is an alternative fund, while IDVZ is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; IDVZ uses active selection.
- SEPI covers North America; IDVZ covers global markets.
- SEPI costs 0.21% less per year.
Side-by-side comparison
| SEPI | IDVZ | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.75% |
| Fund size (AUM) | $131M | $157M |
| Since | 2025 | 2024 |
| Dividend yield | — | 2.76% |
| Asset class | alternative | equity |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +20.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 12.08% |
| Max drawdown | -7.66% | -10.99% |
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