Compare · 3 funds side by side · dividends reinvested

SEPI, GPIX and VYM

SEPIShelton Capital×GPIXGoldman Sachs×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

SEPI, GPIX and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.65%+8.9%+10.9%+20.0%[…]−7.7%11.9%$6.5B2.3

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.53%+11.0%+14.1%[…][…]−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 5, 2026 · returns include dividends · since: SEPI 2025 · GPIX 2023 · VYM 2006

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 · $6.5B[…]

$10,000 five years ago, dividends reinvested · they hold 45.2% in common

SEPIMeasureGPIX

+11.0%Year to dateJan 1 → Nov 5+8.9%

+14.1%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $17,262+20.0%

[…]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 · $865 a year on $10k8.65%

−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 5, 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

26.9%in top 5

GPIX

in top 528.8%

SEPIStockGPIX

7.1%AAPL7.7%

5.7%NVDA7.4%

6.2%MSFT6.3%

4.0%XOMnot top 5

not top 5AMZN4.0%

3.9%GOOGL3.4%

Held in common45.2%

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

SEPI vs GPIX Returns, Every Period

Shelton CapitalSEPI

+14.1%

past year

GPIXGoldman Sachs

+10.9%

past year

SEPIGPIXFaded: behind in that period

2–0SEPI wins

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

SEPI vs GPIX

YTD

Shelton CapitalSEPI

+11.0%

GPIXGoldman Sachs

+8.9%

+11.0%Year to date+8.9%

−7.7%Worst drop · 1Y−7.7%

13.1%Volatility · 1Y11.9%

8.5%Yield8.6%

$190MAssets$6.5B

2–1GPIX wins

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

Cost, Income and Risk

Fees: SEPI, GPIX, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

GPIX0.35%$35

SEPI0.54%$54

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

Yields: SEPI, GPIX, VYM

8.65%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.65%$865

SEPI8.53%$853

VYM2.30%$230

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

Income After Fees on $10,000

$830most kept, GPIX

GPIX$865 − $35 = $830

SEPI$853 − $54 = $799

VYM$230 − $4 = $226

KeptFee

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

Overlap: SEPI, GPIX, VYM

Today

45.2%most shared, SEPI and GPIX

SEPIGPIXVYM

SEPI—45.2%21.1%

GPIX45.2%—32.9%

VYM21.1%32.9%—

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

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

GPIXWorst drop−7.7%11.9% vol

SEPIWorst drop−7.7%13.1% vol

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

Paid More vs Made More

YTD

GPIXVYM

+8.9%Year to date+13.3%

8.6%Yield2.3%

+10.9%Past year+17.7%

0.35%Fee0.04%

3–1VYM 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