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SEPI vs REVS

Shelton Equity Premium Income ETF vs Columbia Research Enhanced Value ETF

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

REVS

Columbia Research Enhanced Value ETF

Columbia Threadneedle

Annual cost

0.19%

Fund size

$284M

Key differences

  • REVS costs 0.35% less per year.
  • SEPI is classified as alternative, while REVS is equity — different risk/return profiles.
  • SEPI follows a option income strategy; REVS uses index tracking.
  • REVS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEPIREVS
Annual cost (TER)0.54%0.19%
Fund size (AUM)$117M$284M
Since20252019
Dividend yield0.97%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+28.9%
CAGR 3YN/A+19.1%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.11
Volatility 1Y11.62%
Max drawdown-7.66%-37.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SEPI and REVS