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SEPI vs SCMC

Shelton Equity Premium Income ETF vs Sterling Capital Multi-strategy Income Etf

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

SCMC

STERLING CAPITAL MULTI-STRATEGY INCOME ETF

Sterling Capital Funds

Annual cost

0.55%

Fund size

$198M

Key differences

  • SEPI is classified as alternative, while SCMC is fixed income — different risk/return profiles.
  • SEPI follows a option income strategy; SCMC uses active selection.

Side-by-side comparison

SEPISCMC
Annual cost (TER)0.54%0.55%
Fund size (AUM)$117M$198M
Since20252025
Dividend yield
Asset classalternativefixed income
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%-1.91%

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

Similar to SEPI and SCMC