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SEPI vs XIDV

Shelton Equity Premium Income ETF vs Franklin International Dividend Booster Index ETF

SEPI

Shelton Equity Premium Income ETF

Shelton Capital Management

Annual cost

0.54%

Fund size

$117M

XIDV

Franklin International Dividend Booster Index ETF

Franklin Templeton Investments

Annual cost

0.19%

Fund size

$56M

Key differences

  • XIDV costs 0.35% less per year.
  • SEPI is classified as alternative, while XIDV is equity — different risk/return profiles.
  • SEPI covers north america markets; XIDV covers global.
  • SEPI follows a option income strategy; XIDV uses index tracking.

Side-by-side comparison

SEPIXIDV
Annual cost (TER)0.54%0.19%
Fund size (AUM)$117M$56M
Since20252025
Dividend yield4.30%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1YN/A+31.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.30%
Max drawdown-7.66%-12.15%

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

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