Compare · 3 funds side by side · dividends reinvested

SEPI, JEPQ and JEPI

SEPIShelton Capital×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

SEPI, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.36%+13.3%+16.6%[…][…]−7.7%13.2%$190M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SEPI 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 34.6% in common

SEPIMeasureJEPQ

+13.3%Year to dateJan 1 → Nov 9+6.6%

+16.6%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

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

8.36%Trailing 12-mo yield$836 · $1,239 a year on $10k12.39%

−7.7%Worst dropSmaller is better−11.5%

13.2%VolatilityLower is calmer16.9%

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

4–2SEPI wins

End-of-day Nov 9, 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 528.6%

SEPIStockJEPQ

7.1%AAPL7.3%

5.5%NVDA6.7%

6.1%MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

4.0%XOMnot top 5

4.0%GOOGLnot top 5

Held in common34.6%

End-of-day Nov 9, 2026 · share of each fund

SEPI vs JEPQ Returns, Every Period

Shelton CapitalSEPI

+16.6%

past year

JEPQJ.P. Morgan

+9.2%

past year

SEPIJEPQFaded: behind in that period

2–0SEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SEPI vs JEPQ

YTD

Shelton CapitalSEPI

+13.3%

JEPQJ.P. Morgan

+6.6%

+13.3%Year to date+6.6%

−7.7%Worst drop · 1Y−11.5%

13.2%Volatility · 1Y16.9%

8.4%Yield12.4%

$190MAssets$40.7B

3–1SEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SEPI0.54%$54

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SEPI, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SEPI8.36%$836

JEPI7.93%$793

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SEPI$836 − $54 = $782

JEPI$793 − $35 = $758

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SEPI, JEPQ, JEPI

Today

34.6%most shared, SEPI and JEPQ

SEPIJEPQJEPI

SEPI—34.6%23.8%

JEPQ34.6%—27.5%

JEPI23.8%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.6%SEPI, at 13.2% volatility

JEPIWorst drop−6.7%9.0% vol

SEPIWorst drop−7.7%13.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSEPI

+6.6%Year to date+13.3%

12.4%Yield8.4%

+9.2%Past year+16.6%

0.35%Fee0.54%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026