Compare · 3 funds side by side · dividends reinvested

SEPI, SPYM and IVV

SEPIShelton Capital×SPYMSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SEPI, SPYM and IVV, 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

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

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 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

SEPIMeasureSPYM

+11.2%Year to dateJan 1 → Nov 6+8.8%

+13.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.54%Expense ratio$54 · $2 a year on $10k · lower is better0.02%

8.52%Trailing 12-mo yield$852 · $105 a year on $10k1.05%

−7.7%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

SEPISPYM 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 SPYM: Top 5 Holdings

Today

SEPI

26.8%in top 5

SPYM

in top 527.8%

SEPIStockSPYM

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 SPYM Returns, Every Period

Shelton CapitalSEPI

+13.7%

past year

SPYMSPDR

+9.8%

past year

SEPISPYMFaded: 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 IVV

YTD

Shelton CapitalSEPI

+11.2%

IVViShares

+8.7%

+11.2%Year to date+8.7%

−7.7%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

8.5%Yield1.1%

$190MAssets$853B

4–0SEPI wins

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

Cost, Income and Risk

Fees: SEPI, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SEPI0.54%$54

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

Yields: SEPI, SPYM, IVV

8.52%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.52%$852

IVV1.14%$114

SPYM1.05%$105

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

Income After Fees on $10,000

$798most kept, SEPI

SEPI$852 − $54 = $798

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SEPI, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SEPISPYMIVV

SEPI—43.9%43.9%

SPYM43.9%—99.9%

IVV43.9%99.9%—

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

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SEPISPYM

+11.2%Year to date+8.8%

8.5%Yield1.1%

+13.7%Past year+9.8%

0.54%Fee0.02%

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$853B

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