Compare · 3 funds side by side · dividends reinvested

SEPI, SPY and IVV

SEPIShelton Capital×SPYSPDR×IVViShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

Story of the three · IncomeMost incomeSEPI · 8.31% · $831 a year on $10k

Story of the three · RiskSmallest drop

SEPI, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.31%+14.0%+15.0%[…][…]−7.7%12.7%$190M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SEPI 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEPI

IVV

iShares Core S&P 500 ETF · $875B$17,265

$10,000 five years ago, dividends reinvested · they hold 43.5% in common

SEPIMeasure

More Ways to See the Pairs

SEPI vs IVV: Top 5 Holdings

Today

SEPI

25.9%in top 5

IVV

in top 526.8%

SEPIStockIVV

7.2%AAPL7.9%

4.9%NVDA6.4%

5.8%MSFT5.9%

4.0%GOOGL2.6%

not top 5AMZN

Cost, Income and Risk

Fees: SEPI, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SEPI0.54%$54

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SEPI, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IVV

+14.0%Year to dateJan 1 → Nov 13+11.5%

+15.0%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,931+21.5%

[…]5 years · per year$10,000 became […] · $17,265+11.5%

0.54%Expense ratio$54 · $3 a year on $10k · lower is better0.03%

8.31%Trailing 12-mo yield$831 · $111 a year on $10k1.11%

−7.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.8%

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

5–1SEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

3.9%AMDnot top 5

Held in common43.5%

End-of-day Nov 13, 2026 · share of each fund

SEPI vs IVV Returns, Every Period

1Y

Shelton CapitalSEPI

+15.0%

past year

IVViShares

+11.6%

past year

SEPIIVVFaded: behind in that period

2–0SEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Core: SEPI vs IVV

YTD

Shelton CapitalSEPI

+14.0%

IVViShares

+11.5%

+14.0%Year to date+11.5%

−7.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.8%

8.3%Yield1.1%

$190MAssets$875B

4–0SEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

8.31%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.31%$831

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$777most kept, SEPI

SEPI$831 − $54 = $777

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SEPI, SPY, IVV

Today

99.9%most shared, SPY and IVV

SEPISPYIVV

SEPI—43.5%43.5%

SPY43.5%—99.9%

IVV43.5%99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%SEPI, at 12.7% volatility

SEPIWorst drop−7.7%12.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SEPIIVV

+14.0%Year to date+11.5%

8.3%Yield1.1%

+15.0%Past year+11.6%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SEPI, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three