Compare · 2 funds side by side · dividends reinvested

SEPI and VIG

SEPIShelton Capital×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.25%+14.8%+17.1%[…][…]−7.7%12.7%$190M1.7

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

SEPIMeasureVIG

+14.8%Year to dateJan 1 → Nov 4+16.4%

+17.1%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.54%Expense ratio$54 · $4 a year on $10k · lower is better0.04%

8.25%Trailing 12-mo yield$825 · $144 a year on $10k1.44%

−7.7%Worst dropSmaller is better−7.9%

12.7%VolatilityLower is calmer10.2%

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

2–4VIG 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 VIG: Top 5 Holdings

Today

SEPI

26.7%in top 5

VIG

in top 522.1%

SEPIStockVIG

7.0%AAPL4.9%

5.8%NVDAnot top 5

5.8%MSFT4.9%

not top 5AVGO4.3%

4.3%XOMnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.9%GOOGLnot top 5

Held in common29.1%

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

SEPI vs VIG Returns, Every Period

Shelton CapitalSEPI

+17.1%

past year

VIGVanguard

+18.9%

past year

SEPIVIGFaded: behind in that period

0–2VIG wins

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

SEPI vs VIG

YTD

Shelton CapitalSEPI

+14.8%

VIGVanguard

+16.4%

+14.8%Year to date+16.4%

−7.7%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y10.2%

8.3%Yield1.4%

$190MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SEPI0.54%$54

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

Yields: SEPI, VIG

8.25%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.25%$825

VIG1.44%$144

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

Income After Fees on $10,000

$771most kept, SEPI

SEPI$825 − $54 = $771

VIG$144 − $4 = $140

KeptFee

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

Overlap: SEPI, VIG

Today

29.1%most shared, SEPI and VIG

SEPIVIG

SEPI—29.1%

VIG29.1%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

SEPIWorst drop−7.7%12.7% vol

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

Paid More vs Made More

YTD

SEPIVIG

+14.8%Year to date+16.4%

8.3%Yield1.4%

+17.1%Past year+18.9%

0.54%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026