Compare · 2 funds side by side · dividends reinvested

SEPI and SPY

SEPIShelton Capital×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SEPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.25%+14.8%+17.1%[…][…]−7.7%12.7%$190M1.2

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SEPI 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

SEPIMeasureSPY

+14.8%Year to dateJan 1 → Nov 4+13.3%

+17.1%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.54%Expense ratio$54 · $9 a year on $10k · lower is better0.09%

8.25%Trailing 12-mo yield$825 · $99 a year on $10k0.99%

−7.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.9%

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

5–1SEPI 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 SPY: Top 5 Holdings

Today

SEPI

26.7%in top 5

SPY

in top 527.3%

SEPIStockSPY

5.8%NVDA7.7%

7.0%AAPL7.4%

5.8%MSFT5.9%

4.3%XOMnot top 5

3.9%GOOGL2.5%

not top 5AMZN3.8%

Held in common43.4%

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

SEPI vs SPY Returns, Every Period

Shelton CapitalSEPI

+17.1%

past year

SPYSPDR

+13.4%

past year

SEPISPYFaded: behind in that period

2–0SEPI wins

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

Income vs Core: SEPI vs SPY

YTD

Shelton CapitalSEPI

+14.8%

SPYSPDR

+13.3%

+14.8%Year to date+13.3%

−7.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.9%

8.3%Yield1.0%

$190MAssets$805B

4–0SEPI wins

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

Cost, Income and Risk

Fees: SEPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEPI0.54%$54

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

Yields: SEPI, SPY

8.25%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.25%$825

SPY0.99%$99

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

Income After Fees on $10,000

$771most kept, SEPI

SEPI$825 − $54 = $771

SPY$99 − $9 = $90

KeptFee

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

Overlap: SEPI, SPY

Today

43.4%most shared, SEPI and SPY

SEPISPY

SEPI—43.4%

SPY43.4%—

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

Return vs Bumpiness: 2 ETFs

+17.1%SEPI, at 12.7% volatility

SEPIWorst drop−7.7%12.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SEPISPY

+14.8%Year to date+13.3%

8.3%Yield1.0%

+17.1%Past year+13.4%

0.54%Fee0.09%

3–1SEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026