Compare · 3 funds side by side · dividends reinvested

SEPI, DGRO and SCHD

SEPIShelton Capital×DGROiShares×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,075DGRO · best of the three

Story of the three · IncomeMost incomeSEPI · 8.38% · $838 a year on $10k

Story of the three · RiskSmallest drop

SEPI, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.6

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.38%+13.1%+16.0%[…][…]−7.7%13.2%$190M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SEPI 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Shelton Equity Premium Income ETF · $190M[…]

SEPI

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,075

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

SEPI

More Ways to See the Pairs

SEPI vs DGRO: Top 5 Holdings

Today

SEPI

26.4%in top 5

DGRO

in top 515.1%

SEPIStockDGRO

7.2%AAPL3.1%

6.2%MSFT3.2%

5.1%NVDAnot top 5

4.0%GOOGLnot top 5

4.0%AMZN

Cost, Income and Risk

Fees: SEPI, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SEPI0.54%$54

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DGRO

+13.1%Year to dateJan 1 → Nov 10+19.1%

+16.0%1 yearTotal return+22.8%

[…]3 years · per year$10,000 became […] · $17,474+20.4%

[…]5 years · per year$10,000 became […] · $17,075+11.3%

0.54%Expense ratio$54 · $8 a year on $10k · lower is better0.08%

8.38%Trailing 12-mo yield$838 · $183 a year on $10k1.83%

−7.7%Worst dropSmaller is better−6.5%

13.2%VolatilityLower is calmer10.3%

SEPIDGRO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5DGRO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5ABBV3.0%

not top 5XOM2.9%

not top 5JNJ2.9%

Held in common26.7%

End-of-day Nov 10, 2026 · share of each fund

SEPI vs DGRO Returns, Every Period

1Y

Shelton CapitalSEPI

+16.0%

past year

DGROiShares

+22.8%

past year

SEPIDGROFaded: behind in that period

0–2DGRO wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SEPI vs SCHD

YTD

Shelton CapitalSEPI

+13.1%

SCHDSchwab

+33.8%

+13.1%Year to date+33.8%

−7.7%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.8%

8.4%Yield2.9%

$190MAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SEPI, DGRO, SCHD

1Y

8.38%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.38%$838

SCHD2.94%$294

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$784most kept, SEPI

SEPI$838 − $54 = $784

SCHD$294 − $6 = $288

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SEPI, DGRO, SCHD

Today

26.7%most shared, SEPI and DGRO

SEPIDGROSCHD

SEPI—26.7%8.2%

DGRO26.7%—21.2%

SCHD8.2%21.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SEPIWorst drop−7.7%13.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SEPISCHD

+13.1%Year to date+33.8%

8.4%Yield2.9%

+16.0%Past year+38.8%

0.54%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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SEPI, DGRO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SEPI, DGRO, SCHD