SEPI vs IVV

ASEPI

BIVV

Measures won3–1SEPI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income8.53%SEPI · $853 on $10k

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

Held in common44.1%SEPI and IVV

SEPI

IVV

Shelton Equity Premium Income ETF · $190MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.54%Expense ratio$54 · $3 on $10k · lower wins0.03%

8.53%12-mo yield$853 · $114 on $10k1.14%

−7.7%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

3–1SEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEPI · IVV

7.1%AAPL7.7%

6.2%MSFT6.2%

5.7%NVDA7.3%

3.9%AMZN3.9%

Held in common44.1%

End-of-day Nov 5, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.53%	−3.3%	+11.0%	+14.1%	new	new	−7.7%	$190M

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ASEPI	Shelton Equity Premium Income ETFRead Desk		0.54%	8.53%	−3.3%	+11.0%	+14.1%	new	new	−7.7%	$190M

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

Cards for this view

SEPI vs IVV

SEPI

Shelton Equity Premium Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureSEPIIVV

Fee0.54%0.03%

Cost on $10k a year$54$3

Yield8.53%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.1%13.6%

3–1measures won
SEPI first

44.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SEPI, IVV

Today

44.1%most shared, SEPI and IVV

SEPIIVV

SEPI—44.1%

IVV44.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$799most kept, SEPI

SEPI$853 − $54 = $799

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee