Compare · 2 funds side by side · dividends reinvested

SEPI and VTI

SEPIShelton Capital×VTIVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

SEPI and VTI, 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%$190M1.2

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SEPI 2025 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

SEPI

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

SEPIMeasureVTI

+11.2%Year to dateJan 1 → Nov 6+8.9%

+13.7%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.54%Expense ratio$54 · $3 a year on $10k · lower is better0.03%

8.52%Trailing 12-mo yield$852 · $109 a year on $10k1.09%

−7.7%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.7%

SEPIVTI 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 VTI: Top 5 Holdings

Today

SEPI

26.8%in top 5

VTI

in top 525.0%

SEPIStockVTI

7.2%AAPL6.6%

5.3%NVDA7.1%

6.2%MSFT5.2%

4.0%XOMnot top 5

4.0%GOOGL2.8%

not top 5AMZN3.3%

Held in common40.1%

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

SEPI vs VTI Returns, Every Period

Shelton CapitalSEPI

+13.7%

past year

VTIVanguard

+9.9%

past year

SEPIVTIFaded: 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 VTI

YTD

Shelton CapitalSEPI

+11.2%

VTIVanguard

+8.9%

+11.2%Year to date+8.9%

−7.7%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.7%

8.5%Yield1.1%

$190MAssets$689B

4–0SEPI wins

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

Cost, Income and Risk

Fees: SEPI, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SEPI0.54%$54

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

Yields: SEPI, VTI

8.52%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.52%$852

VTI1.09%$109

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

Income After Fees on $10,000

$798most kept, SEPI

SEPI$852 − $54 = $798

VTI$109 − $3 = $106

KeptFee

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

Overlap: SEPI, VTI

Today

40.1%most shared, SEPI and VTI

SEPIVTI

SEPI—40.1%

VTI40.1%—

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

Return vs Bumpiness: 2 ETFs

+13.7%SEPI, at 13.1% volatility

SEPIWorst drop−7.7%13.1% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SEPIVTI

+11.2%Year to date+8.9%

8.5%Yield1.1%

+13.7%Past year+9.9%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026