Compare · 3 funds side by side · dividends reinvested

SEPI, VTI and VOO

SEPIShelton Capital×VTIVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

SEPI, VTI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Shelton Equity Premium Income ETFIncome · Premium income0.54%8.36%+13.3%+16.6%[…][…]−7.7%13.2%$190M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SEPI 2025 · VTI 2001 · VOO 2010

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$16,697

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

SEPIMeasureVTI

+13.3%Year to dateJan 1 → Nov 9+11.6%

+16.6%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

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

8.36%Trailing 12-mo yield$836 · $106 a year on $10k1.06%

−7.7%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.9%

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

5–1SEPI wins

End-of-day Nov 9, 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

26.7%in top 5

VTI

in top 525.0%

SEPIStockVTI

7.1%AAPL6.6%

5.5%NVDA7.1%

6.1%MSFT5.2%

4.0%XOMnot top 5

4.0%GOOGL2.8%

not top 5AMZN3.3%

Held in common40.2%

End-of-day Nov 9, 2026 · share of each fund

SEPI vs VTI Returns, Every Period

Shelton CapitalSEPI

+16.6%

past year

VTIVanguard

+13.9%

past year

SEPIVTIFaded: behind in that period

2–0SEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: SEPI vs VOO

YTD

Shelton CapitalSEPI

+13.3%

VOOVanguard

+11.3%

+13.3%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.7%

8.4%Yield1.1%

$190MAssets$1.00T

4–0SEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEPI, VTI, VOO

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

VOO0.03%$3

SEPI0.54%$54

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SEPI, VTI, VOO

8.36%highest, SEPI

FundTrailing yieldYield$10k

SEPI8.36%$836

VOO1.07%$107

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$782most kept, SEPI

SEPI$836 − $54 = $782

VOO$107 − $3 = $104

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SEPI, VTI, VOO

Today

89.0%most shared, VTI and VOO

SEPIVTIVOO

SEPI—40.2%43.7%

VTI40.2%—89.0%

VOO43.7%89.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.6%SEPI, at 13.2% volatility

SEPIWorst drop−7.7%13.2% vol

VOOWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SEPIVTI

+13.3%Year to date+11.6%

8.4%Yield1.1%

+16.6%Past year+13.9%

0.54%Fee0.03%

3–1SEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026