Compare · 3 funds side by side · dividends reinvested

SEPI, SPY and VOO

SEPIShelton Capital×SPYSPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SEPI, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.52%+11.2%+13.7%[…][…]−7.7%13.1%$190M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SEPI 2025 · SPY 1993 · VOO 2010

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 · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 43.9% in common

SEPIMeasureSPY

+11.2%Year to dateJan 1 → Nov 6+8.7%

+13.7%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

8.52%Trailing 12-mo yield$852 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

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

5–1SEPI wins

End-of-day Nov 6, 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

26.8%in top 5

SPY

in top 527.8%

SEPIStockSPY

7.2%AAPL7.9%

5.3%NVDA6.9%

6.2%MSFT6.3%

not top 5AMZN4.0%

4.0%XOMnot top 5

4.0%GOOGL2.6%

Held in common43.9%

End-of-day Nov 6, 2026 · share of each fund

SEPI vs SPY Returns, Every Period

Shelton CapitalSEPI

+13.7%

past year

SPYSPDR

+9.7%

past year

SEPISPYFaded: behind in that period

2–0SEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: SEPI vs VOO

YTD

Shelton CapitalSEPI

+11.2%

VOOVanguard

+8.7%

+11.2%Year to date+8.7%

−7.7%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.5%

8.5%Yield1.1%

$190MAssets$1.00T

4–0SEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

SEPI0.54%$54

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SEPI, SPY, VOO

8.52%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.52%$852

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$798most kept, SEPI

SEPI$852 − $54 = $798

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SEPI, SPY, VOO

Today

92.2%most shared, SPY and VOO

SEPISPYVOO

SEPI—43.9%43.6%

SPY43.9%—92.2%

VOO43.6%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%SEPI, at 13.1% volatility

SEPIWorst drop−7.7%13.1% vol

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SEPIVOO

+11.2%Year to date+8.7%

8.5%Yield1.1%

+13.7%Past year+9.8%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026