Screener
SEPI vs QDIV
Shelton Equity Premium Income ETF vs Global X S&P 500 Quality Dividend ETF
Key differences
- QDIV costs 0.34% less per year.
- SEPI is significantly larger than QDIV — larger funds tend to be more liquid and less likely to close.
- SEPI is classified as alternative, while QDIV is equity — different risk/return profiles.
- SEPI follows a option income strategy; QDIV uses index tracking.
- QDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | QDIV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.20% |
| Fund size (AUM) | $117M | $33M |
| Since | 2025 | 2018 |
| Dividend yield | — | 2.97% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +16.1% |
| CAGR 3Y | N/A | +10.1% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | N/A | 0.53 |
| Volatility 1Y | — | 11.93% |
| Max drawdown | -7.66% | -41.20% |
Similar to SEPI and QDIV
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