Compare · 3 funds side by side · dividends reinvested

SEPI, GPIX and SCHD

SEPIShelton Capital×GPIXGoldman Sachs×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SEPI, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.62%+9.3%+10.9%+19.7%[…]−7.7%11.9%$6.3B2.3

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.52%+11.2%+13.7%[…][…]−7.7%13.1%$190M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SEPI 2025 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

GPIX

Goldman Sachs S&P 500 Premium Income ETF · $6.3B[…]

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

SEPIMeasureGPIX

+11.2%Year to dateJan 1 → Nov 6+9.3%

+13.7%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $17,136+19.7%

[…]5 years · per year[…]

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

8.52%Trailing 12-mo yield$852 · $862 a year on $10k8.62%

−7.7%Worst dropSmaller is better−7.7%

13.1%VolatilityLower is calmer11.9%

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

2–3GPIX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEPI vs GPIX: Top 5 Holdings

Today

SEPI

26.8%in top 5

GPIX

in top 528.8%

SEPIStockGPIX

7.2%AAPL7.9%

5.3%NVDA7.0%

6.2%MSFT6.3%

not top 5AMZN4.0%

4.0%XOMnot top 5

4.0%GOOGL3.5%

Held in common44.9%

End-of-day Nov 6, 2026 · share of each fund

SEPI vs GPIX Returns, Every Period

Shelton CapitalSEPI

+13.7%

past year

GPIXGoldman Sachs

+10.9%

past year

SEPIGPIXFaded: behind in that period

2–0SEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SEPI vs GPIX

YTD

Shelton CapitalSEPI

+11.2%

GPIXGoldman Sachs

+9.3%

+11.2%Year to date+9.3%

−7.7%Worst drop · 1Y−7.7%

13.1%Volatility · 1Y11.9%

8.5%Yield8.6%

$190MAssets$6.3B

2–1GPIX wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

SEPI0.54%$54

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SEPI, GPIX, SCHD

8.62%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.62%$862

SEPI8.52%$852

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$827most kept, GPIX

GPIX$862 − $35 = $827

SEPI$852 − $54 = $798

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SEPI, GPIX, SCHD

Today

44.9%most shared, SEPI and GPIX

SEPIGPIXSCHD

SEPI—44.9%8.5%

GPIX44.9%—8.4%

SCHD8.5%8.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

GPIXWorst drop−7.7%11.9% vol

SEPIWorst drop−7.7%13.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+9.3%Year to date+31.4%

8.6%Yield3.0%

+10.9%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026