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SEPI vs PIEQ

Shelton Equity Premium Income ETF vs Principal International Equity ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$117M

PIEQ

Principal International Equity ETF

Annual cost

0.48%

Fund size

$1.5B

Key differences

  • PIEQ costs 0.06% less per year.
  • PIEQ is significantly larger than SEPI — larger funds tend to be more liquid and less likely to close.
  • SEPI is classified as alternative, while PIEQ is equity — different risk/return profiles.
  • SEPI covers north america markets; PIEQ covers global.
  • SEPI follows a option income strategy; PIEQ uses index tracking.

Side-by-side comparison

SEPIPIEQ
Annual cost (TER)0.54%0.48%
Fund size (AUM)$117M$1.5B
Since20252024
Dividend yield1.22%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1YN/A+30.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.83%
Max drawdown-7.66%-15.17%

Similar to SEPI and PIEQ