Compare · 2 funds side by side · dividends reinvested

SEPI and IVV

SEPIShelton Capital×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

SEPI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.53%+11.0%+14.1%[…][…]−7.7%13.1%$190M1.2

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

Rank among the two1st → 2ndFee, 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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 44.1% in common

SEPIMeasureIVV

+11.0%Year to dateJan 1 → Nov 5+8.4%

+14.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.54%Expense ratio$54 · $3 a year on $10k · lower is better0.03%

8.53%Trailing 12-mo yield$853 · $114 a year on $10k1.14%

−7.7%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

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

5–1SEPI 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 IVV: Top 5 Holdings

Today

SEPI

26.9%in top 5

IVV

in top 527.7%

SEPIStockIVV

7.1%AAPL7.7%

5.7%NVDA7.3%

6.2%MSFT6.2%

4.0%XOMnot top 5

not top 5AMZN3.9%

3.9%GOOGL2.6%

Held in common44.1%

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

SEPI vs IVV Returns, Every Period

Shelton CapitalSEPI

+14.1%

past year

IVViShares

+9.7%

past year

SEPIIVVFaded: behind in that period

2–0SEPI wins

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

Income vs Core: SEPI vs IVV

YTD

Shelton CapitalSEPI

+11.0%

IVViShares

+8.4%

+11.0%Year to date+8.4%

−7.7%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

8.5%Yield1.1%

$190MAssets$887B

4–0SEPI wins

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

Cost, Income and Risk

Fees: SEPI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SEPI0.54%$54

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

Yields: SEPI, IVV

8.53%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.53%$853

IVV1.14%$114

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

Income After Fees on $10,000

$799most kept, SEPI

SEPI$853 − $54 = $799

IVV$114 − $3 = $111

KeptFee

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

Overlap: SEPI, IVV

Today

44.1%most shared, SEPI and IVV

SEPIIVV

SEPI—44.1%

IVV44.1%—

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

Return vs Bumpiness: 2 ETFs

+14.1%SEPI, at 13.1% volatility

SEPIWorst drop−7.7%13.1% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SEPIIVV

+11.0%Year to date+8.4%

8.5%Yield1.1%

+14.1%Past year+9.7%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026