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SEPI vs TDVG
Shelton Equity Premium Income ETF vs T. Rowe Price Dividend Growth ETF
Key differences
SEPI is an alternative ETF, while TDVG is an equity ETF. SEPI charges 0.54% a year and TDVG 0.50%.
- SEPI is an alternative fund, while TDVG is an equity fund. They carry different risk/return profiles.
- SEPI follows a option income strategy; TDVG uses active selection.
- TDVG is much larger than SEPI. Larger funds are usually more liquid and less likely to close.
- TDVG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | TDVG | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.50% |
| Fund size (AUM) | $131M | $1.3B |
| Since | 2025 | 2020 |
| Dividend yield | — | 0.99% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +16.5% |
| CAGR 3Y | N/A | +16.3% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 1.02 |
| Volatility 1Y | — | 9.75% |
| Max drawdown | -7.66% | -19.20% |
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