Screener
SEPI vs UDIV
Shelton Equity Premium Income ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
- UDIV costs 0.48% less per year.
- SEPI is classified as alternative, while UDIV is equity — different risk/return profiles.
- SEPI follows a option income strategy; UDIV uses index tracking.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SEPI | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.06% |
| Fund size (AUM) | $117M | $121M |
| Since | 2025 | 2016 |
| Dividend yield | — | 1.49% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +36.5% |
| CAGR 3Y | N/A | +25.4% |
| CAGR 5Y | N/A | +14.4% |
| Sharpe 3Y | N/A | 1.36 |
| Volatility 1Y | — | 12.06% |
| Max drawdown | -7.66% | -35.21% |
Similar to SEPI and UDIV
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