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SEPI vs KDVD

Shelton Equity Premium Income ETF vs Keeley Dividend ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$131M

KDVD

Keeley Dividend ETF

Annual cost

0.00%

Fund size

$8M

Key differences

SEPI is an alternative ETF, while KDVD is an equity ETF. SEPI charges 0.54% a year and KDVD 0.00%.

  • SEPI is an alternative fund, while KDVD is an equity fund. They carry different risk/return profiles.
  • SEPI follows a option income strategy; KDVD uses active selection.
  • KDVD costs 0.54% less per year.
  • SEPI is much larger than KDVD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SEPIKDVD
Annual cost (TER)0.54%0.00%
Fund size (AUM)$131M$8M
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%-10.98%

Similar to SEPI and KDVD