Screener
SEPI vs IVV
Shelton Equity Premium Income ETF vs iShares Core S&P 500 ETF
Key differences
- IVV costs 0.51% less per year.
- IVV is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
- SEPI follows a active selection strategy; IVV uses index tracking.
- IVV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | IVV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.03% |
| Fund size (AUM) | $117M | $797.5B |
| Since | 2025 | 2000 |
| Dividend yield | — | 1.12% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +28.9% |
| CAGR 3Y | N/A | +23.3% |
| CAGR 5Y | N/A | +13.7% |
| Sharpe 3Y | N/A | 1.25 |
| Volatility 1Y | — | 11.98% |
| Max drawdown | -7.66% | -33.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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