Compare SEPI and RDVI

SEPI and RDVI, 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

FT Vest Rising Dividend Achievers Target Income ETFIncome · Premium income0.75%8.23%+15.5%+19.7%+22.5%[…]−8.5%13.6%$3.9B1.6

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 · RDVI 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEPI

RDVI

FT Vest Rising Dividend Achievers Target Income ETF · $3.9B[…]

$10,000 five years ago, dividends reinvested · they hold 22.3% in common

SEPIMeasureRDVI

+13.0%Year to dateJan 1 → Nov 3+15.5%

+15.0%1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $18,403+22.5%

[…]5 years · per year[…]

0.54%Expense ratio$54 · $75 a year on $10k · lower is better0.75%

8.38%Trailing 12-mo yield$838 · $823 a year on $10k8.23%

−7.7%Worst dropSmaller is better−8.5%

12.6%VolatilityLower is calmer13.6%

SEPIRDVI 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 RDVI: Top 5 Holdings

Today

SEPI

26.7%in top 5

RDVI

in top 511.7%

SEPIStockRDVI

7.0%AAPLnot top 5

5.8%NVDAnot top 5

5.8%MSFTnot top 5

4.3%XOMnot top 5

3.9%GOOGLnot top 5

not top 5TRV2.4%

not top 5ACN2.4%

not top 5V2.3%

not top 5ADP2.3%

not top 5VLTO2.3%

Held in common22.3%

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

SEPI vs RDVI Returns, Every Period

1Y

Shelton CapitalSEPI

+15.0%

past year

RDVIFirst Trust

+19.7%

past year

SEPIRDVIFaded: behind in that period

0–2RDVI wins

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

SEPI vs RDVI

YTD

Shelton CapitalSEPI

+13.0%

RDVIFirst Trust

+15.5%

+13.0%Year to date+15.5%

−7.7%Worst drop · 1Y−8.5%

12.6%Volatility · 1Y13.6%

8.4%Yield8.2%

$190MAssets$3.9B

3–1SEPI wins

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

Cost, Income and Risk

Fees: SEPI, RDVI

Today

0.54%lowest, SEPI

FundExpense ratioFee$10k

SEPI0.54%$54

RDVI0.75%$75

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

Yields: SEPI, RDVI

1Y

8.38%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.38%$838

RDVI8.23%$823

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

Income After Fees on $10,000

1Y

$784most kept, SEPI

SEPI$838 − $54 = $784

RDVI$823 − $75 = $748

KeptFee

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

Overlap: SEPI, RDVI

Today

22.3%most shared, SEPI and RDVI

SEPIRDVI

SEPI—22.3%

RDVI22.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+19.7%RDVI, at 13.6% volatility

SEPIWorst drop−7.7%12.6% vol

RDVIWorst drop−8.5%13.6% vol

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

Paid More vs Made More

YTD

SEPIRDVI

+13.0%Year to date+15.5%

8.4%Yield8.2%

+15.0%Past year+19.7%

0.54%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

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