Screener
SEPI vs MDLV
Shelton Equity Premium Income ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
- SEPI is significantly larger than MDLV — larger funds tend to be more liquid and less likely to close.
- SEPI is classified as alternative, while MDLV is equity — different risk/return profiles.
- SEPI follows a option income strategy; MDLV uses active selection.
Side-by-side comparison
| SEPI | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.58% |
| Fund size (AUM) | $117M | $38M |
| Since | 2025 | 2023 |
| Dividend yield | — | 2.82% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +22.1% |
| CAGR 3Y | N/A | +12.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | — | 8.77% |
| Max drawdown | -7.66% | -10.71% |
Similar to SEPI and MDLV
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