Compare SEPI and JEPQ

SEPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.38%+13.0%+15.0%[…][…]−7.7%12.6%$190M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SEPI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

SEPIMeasureJEPQ

+13.0%Year to dateJan 1 → Nov 3+7.5%

+15.0%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

8.38%Trailing 12-mo yield$838 · $1,228 a year on $10k12.28%

−7.7%Worst dropSmaller is better−8.8%

12.6%VolatilityLower is calmer15.5%

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

4–2SEPI wins

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

More Ways to See the Pairs

SEPI vs JEPQ: Top 5 Holdings

Today

SEPI

26.7%in top 5

JEPQ

in top 527.5%

SEPIStockJEPQ

7.0%AAPL6.9%

5.8%NVDA6.9%

5.8%MSFT5.5%

4.3%XOMnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

3.9%GOOGLnot top 5

Held in common34.5%

End-of-day Nov 3, 2026 · share of each fund

SEPI vs JEPQ Returns, Every Period

1Y

Shelton CapitalSEPI

+15.0%

past year

JEPQJ.P. Morgan

+8.6%

past year

SEPIJEPQFaded: behind in that period

2–0SEPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SEPI vs JEPQ

YTD

Shelton CapitalSEPI

+13.0%

JEPQJ.P. Morgan

+7.5%

+13.0%Year to date+7.5%

−7.7%Worst drop · 1Y−8.8%

12.6%Volatility · 1Y15.5%

8.4%Yield12.3%

$190MAssets$41.8B

3–1SEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SEPI0.54%$54

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SEPI, JEPQ

1Y

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

SEPI8.38%$838

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SEPI$838 − $54 = $784

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SEPI, JEPQ

Today

34.5%most shared, SEPI and JEPQ

SEPIJEPQ

SEPI—34.5%

JEPQ34.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.0%SEPI, at 12.6% volatility

SEPIWorst drop−7.7%12.6% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSEPI

+7.5%Year to date+13.0%

12.3%Yield8.4%

+8.6%Past year+15.0%

0.35%Fee0.54%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026