Compare · 3 funds side by side · dividends reinvested

SEPI, GPIQ and SCHD

SEPIShelton Capital×GPIQGoldman Sachs×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SEPI, GPIQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.53%+11.0%+14.1%[…][…]−7.7%13.1%$190M2.2

Goldman Sachs Nasdaq-100 Premium Income ETFIncome · Premium income0.35%11.39%+5.4%+6.0%+20.7%[…]−13.0%18.7%$6.4B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: SEPI 2025 · GPIQ 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

GPIQ

Goldman Sachs Nasdaq-100 Premium Income ETF · $6.4B[…]

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

SEPIMeasureGPIQ

+11.0%Year to dateJan 1 → Nov 5+5.4%

+14.1%1 yearTotal return+6.0%

[…]3 years · per year$10,000 became […] · $17,581+20.7%

[…]5 years · per year[…]

0.54%Expense ratio$54 · $35 a year on $10k · lower is better0.35%

8.53%Trailing 12-mo yield$853 · $1,139 a year on $10k11.39%

−7.7%Worst dropSmaller is better−13.0%

13.1%VolatilityLower is calmer18.7%

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

4–2SEPI wins

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

More Ways to See the Pairs

SEPI vs GPIQ: Top 5 Holdings

Today

SEPI

26.9%in top 5

GPIQ

in top 531.3%

SEPIStockGPIQ

7.1%AAPL8.3%

5.7%NVDA7.7%

6.2%MSFT6.8%

not top 5AMZN4.6%

4.0%XOMnot top 5

3.9%GOOGLnot top 5

not top 5MU3.9%

Held in common39.5%

End-of-day Nov 5, 2026 · share of each fund

SEPI vs GPIQ Returns, Every Period

Shelton CapitalSEPI

+14.1%

past year

GPIQGoldman Sachs

+6.0%

past year

SEPIGPIQFaded: behind in that period

2–0SEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SEPI vs GPIQ

YTD

Shelton CapitalSEPI

+11.0%

GPIQGoldman Sachs

+5.4%

+11.0%Year to date+5.4%

−7.7%Worst drop · 1Y−13.0%

13.1%Volatility · 1Y18.7%

8.5%Yield11.4%

$190MAssets$6.4B

3–1SEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, GPIQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIQ0.35%$35

SEPI0.54%$54

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SEPI, GPIQ, SCHD

11.39%highest, GPIQ

FundTrailing yieldYield$10k

GPIQ11.39%$1,139

SEPI8.53%$853

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,104most kept, GPIQ

GPIQ$1,139 − $35 = $1,104

SEPI$853 − $54 = $799

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SEPI, GPIQ, SCHD

Today

39.5%most shared, SEPI and GPIQ

SEPIGPIQSCHD

SEPI—39.5%8.2%

GPIQ39.5%—6.0%

SCHD8.2%6.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SEPIWorst drop−7.7%13.1% vol

GPIQWorst drop−13.0%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GPIQSCHD

+5.4%Year to date+32.3%

11.4%Yield3.0%

+6.0%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026