Screener
SEPI vs INCM
Shelton Equity Premium Income ETF vs Franklin Income Focus ETF
Key differences
- INCM costs 0.16% less per year.
- INCM is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
- SEPI covers north america markets; INCM covers emerging markets.
- SEPI follows a option income strategy; INCM uses multi strategy.
Side-by-side comparison
| SEPI | INCM | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.38% |
| Fund size (AUM) | $117M | $1.5B |
| Since | 2025 | 2023 |
| Dividend yield | — | 5.04% |
| Asset class | alternative | alternative |
| Region | north america | emerging markets |
| Strategy | option income | multi strategy |
| CAGR 1Y | N/A | +17.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 5.28% |
| Max drawdown | -7.66% | -7.84% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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