Compare · 2 funds side by side · dividends reinvested

SEPI and SPY

SEPIShelton Capital×SPYSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,214SPY · best of the two

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

Story of the two · RiskSmallest drop

SEPI and SPY, 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%$190M1.2

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%$806B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEPI

SPY

State Street SPDR S&P 500 ETF · $806B$17,214

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

SEPIMeasureSPY

+14.0%

More Ways to See the Pairs

SEPI vs SPY: Top 5 Holdings

Today

SEPI

25.9%in top 5

SPY

in top 526.8%

SEPIStockSPY

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

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEPI0.54%$54

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

Yields: SEPI, SPY

1Y

8.31%highest, SEPI

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+15.0%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $17,889+21.4%

[…]5 years · per year$10,000 became […] · $17,214+11.5%

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

8.31%Trailing 12-mo yield$831 · $101 a year on $10k1.01%

−7.7%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.7%

SEPISPY 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 SPY Returns, Every Period

1Y

Shelton CapitalSEPI

+15.0%

past year

SPYSPDR

+11.6%

past year

SEPISPYFaded: 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 SPY

YTD

Shelton CapitalSEPI

+14.0%

SPYSPDR

+11.5%

+14.0%Year to date+11.5%

−7.7%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.7%

8.3%Yield1.0%

$190MAssets$806B

4–0SEPI wins

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

$10k

SEPI8.31%$831

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

SPY$101 − $9 = $92

KeptFee

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

Overlap: SEPI, SPY

Today

43.5%most shared, SEPI and SPY

SEPISPY

SEPI—43.5%

SPY43.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+15.0%SEPI, at 12.7% volatility

SEPIWorst drop−7.7%12.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SEPISPY

+14.0%Year to date+11.5%

8.3%Yield1.0%

+15.0%Past year+11.6%

0.54%Fee0.09%

3–1SEPI wins

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

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SEPI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two