Compare · 2 funds side by side · dividends reinvested

SEPI and VIG

SEPIShelton Capital×VIGVanguard×

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$16,513VIG · 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 VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.3

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.31%+14.0%+15.0%[…][…]−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 13, 2026 · returns include dividends · since: SEPI 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SEPI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

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

SEPIMeasureVIG

+14.0%

More Ways to See the Pairs

SEPI vs VIG: Top 5 Holdings

Today

SEPI

25.9%in top 5

VIG

in top 522.1%

SEPIStockVIG

7.2%AAPL4.9%

5.8%MSFT4.9%

4.9%NVDAnot top 5

not top 5AVGO4.3%

not top 5LLY

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 13, 2026 · fee on $10,000 a year

Yields: SEPI, VIG

1Y

8.31%highest, SEPI

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+16.0%

+15.0%1 yearTotal return+16.3%

[…]3 years · per year$10,000 became […] · $16,797+18.9%

[…]5 years · per year$10,000 became […] · $16,513+10.6%

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

8.31%Trailing 12-mo yield$831 · $145 a year on $10k1.45%

−7.7%Worst dropSmaller is better−7.9%

12.7%VolatilityLower is calmer11.0%

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

2–4VIG wins

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

4.1%

4.0%GOOGLnot top 5

3.9%AMDnot top 5

not top 5JPM3.9%

Held in common29.1%

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

SEPI vs VIG Returns, Every Period

1Y

Shelton CapitalSEPI

+15.0%

past year

VIGVanguard

+16.3%

past year

SEPIVIGFaded: behind in that period

0–2VIG wins

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

SEPI vs VIG

YTD

Shelton CapitalSEPI

+14.0%

VIGVanguard

+16.0%

+14.0%Year to date+16.0%

−7.7%Worst drop · 1Y−7.9%

12.7%Volatility · 1Y11.0%

8.3%Yield1.4%

$190MAssets$109B

2–2level

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

$10k

SEPI8.31%$831

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$777most kept, SEPI

SEPI$831 − $54 = $777

VIG$145 − $4 = $141

KeptFee

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

Return vs Bumpiness: 2 ETFs

1Y

+16.3%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

SEPIWorst drop−7.7%12.7% vol

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

Paid More vs Made More

YTD

SEPIVIG

+14.0%Year to date+16.0%

8.3%Yield1.4%

+15.0%Past year+16.3%

0.54%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO 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 VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two