IVV vs SEPI

AIVV

BSEPI

Measures won1–3SEPI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income8.52%SEPI · $852 on $10k

Smallest drop−7.7%SEPI · worst fall in 1Y

Held in common43.9%IVV and SEPI

IVV

SEPI

iShares Core S&P 500 ETF · $850BShelton Equity Premium Income ETF · $190M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $54 on $10k · lower wins0.54%

1.14%12-mo yield$114 · $852 on $10k8.52%

−8.9%Worst dropSmaller wins−7.7%

13.6%VolatilityLower wins13.1%

1–3SEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · SEPI

7.9%AAPL7.2%

6.3%MSFT6.2%

6.9%NVDA5.3%

4.0%AMZN3.9%

Held in common43.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.52%	+0.1%	+11.2%	+13.7%	new	new	−7.7%	$190M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.52%	+0.1%	+11.2%	+13.7%	new	new	−7.7%	$190M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SEPI

IVV

iShares Core S&P 500

$17,177

SEPI

Shelton Equity Premium Income

[…]

MeasureIVVSEPI

Fee0.03%0.54%

Cost on $10k a year$3$54

Yield1.14%8.52%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.6%13.1%

3–1measures won
SEPI first

43.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$850B

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

Overlap: IVV, SEPI

Today

43.9%most shared, IVV and SEPI

IVVSEPI

IVV—43.9%

SEPI43.9%—

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

Income After Fees on $10,000

$798most kept, SEPI

SEPI$852 − $54 = $798

IVV$114 − $3 = $111

KeptFee

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