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SEPI vs TCHP

Shelton Equity Premium Income ETF vs T. Rowe Price Blue Chip Growth ETF

SEPI

Shelton Equity Premium Income ETF

Annual cost

0.54%

Fund size

$131M

TCHP

T. Rowe Price Blue Chip Growth ETF

Annual cost

0.57%

Fund size

$2.2B

Key differences

SEPI is an alternative ETF, while TCHP is an equity ETF. SEPI charges 0.54% a year and TCHP 0.57%.

  • SEPI is an alternative fund, while TCHP is an equity fund. They carry different risk/return profiles.
  • SEPI follows a option income strategy; TCHP uses active selection.
  • TCHP is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
  • TCHP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEPITCHP
Annual cost (TER)0.54%0.57%
Fund size (AUM)$131M$2.2B
Since20252020
Dividend yield0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+16.3%
CAGR 3YN/A+24.3%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.01
Volatility 1Y16.47%
Max drawdown-7.66%-42.34%

Similar to SEPI and TCHP