Compare · 2 funds side by side · dividends reinvested

SEPI and SCHD

SEPIShelton Capital×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.25%+14.8%+17.1%[…][…]−7.7%12.7%$190M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SEPI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

SEPIMeasureSCHD

+14.8%Year to dateJan 1 → Nov 4+35.3%

+17.1%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.54%Expense ratio$54 · $6 a year on $10k · lower is better0.06%

8.25%Trailing 12-mo yield$825 · $291 a year on $10k2.91%

−7.7%Worst dropSmaller is better−6.9%

12.7%VolatilityLower is calmer11.5%

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

1–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SEPI vs SCHD: Top 5 Holdings

Today

SEPI

26.7%in top 5

SCHD

in top 521.6%

SEPIStockSCHD

7.0%AAPLnot top 5

5.8%NVDAnot top 5

5.8%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

4.3%XOMnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.9%GOOGLnot top 5

Held in common8.2%

End-of-day Nov 4, 2026 · share of each fund

SEPI vs SCHD Returns, Every Period

Shelton CapitalSEPI

+17.1%

past year

SCHDSchwab

+41.6%

past year

SEPISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SEPI vs SCHD

YTD

Shelton CapitalSEPI

+14.8%

SCHDSchwab

+35.3%

+14.8%Year to date+35.3%

−7.7%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.5%

8.3%Yield2.9%

$190MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SEPI0.54%$54

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SEPI, SCHD

8.25%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.25%$825

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$771most kept, SEPI

SEPI$825 − $54 = $771

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SEPI, SCHD

Today

8.2%most shared, SEPI and SCHD

SEPISCHD

SEPI—8.2%

SCHD8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SEPIWorst drop−7.7%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SEPISCHD

+14.8%Year to date+35.3%

8.3%Yield2.9%

+17.1%Past year+41.6%

0.54%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026