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$17,177IVV · 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%8.52%+11.2%+13.7%[…][…]−7.7%13.1%$190M1.2

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SEPI 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SEPI

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

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

IVVMeasureSEPI

+8.7%Year to dateJan 1 → Nov 6+11.2%

+9.8%1 yearTotal return+13.7%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $54 a year on $10k · lower is better0.54%

1.14%Trailing 12-mo yield$114 · $852 a year on $10k8.52%

−8.9%Worst dropSmaller is better−7.7%

13.6%VolatilityLower is calmer13.1%

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

1–5SEPI wins

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

More Ways to See the Pairs

IVV vs SEPI: Top 5 Holdings

Today

IVV

27.8%in top 5

SEPI

in top 526.8%

IVVStockSEPI

7.9%AAPL7.2%

6.9%NVDA5.3%

6.3%MSFT6.2%

4.0%AMZNnot top 5

not top 5XOM4.0%

2.6%GOOGL4.0%

Held in common43.9%

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

IVV vs SEPI Returns, Every Period

iSharesIVV

+9.8%

past year

SEPIShelton Capital

+13.7%

past year

IVVSEPIFaded: behind in that period

0–2SEPI wins

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

Core vs Income: IVV vs SEPI

YTD

iSharesIVV

+8.7%

SEPIShelton Capital

+11.2%

+8.7%Year to date+11.2%

−8.9%Worst drop · 1Y−7.7%

13.6%Volatility · 1Y13.1%

1.1%Yield8.5%

$850BAssets$190M

4–0SEPI wins

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

Yields: SEPI, IVV

8.52%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.52%$852

IVV1.14%$114

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

Income After Fees on $10,000

$798most kept, SEPI

SEPI$852 − $54 = $798

IVV$114 − $3 = $111

KeptFee

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

Overlap: SEPI, IVV

Today

43.9%most shared, SEPI and IVV

SEPIIVV

SEPI—43.9%

IVV43.9%—

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

Return vs Bumpiness: 2 ETFs

+13.7%SEPI, at 13.1% volatility

SEPIWorst drop−7.7%13.1% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SEPIIVV

+11.2%Year to date+8.7%

8.5%Yield1.1%

+13.7%Past year+9.8%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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