SEPI vs SCHD

ASEPI

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income8.28%SEPI · $828 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common8.1%SEPI and SCHD

Shelton Equity Premium Income ETF · $190MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.54%Expense ratio$54 · $6 on $10k · lower wins0.06%

8.28%12-mo yield$828 · $293 on $10k2.93%

Cards for this view

SEPI

Shelton Equity Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureSEPISCHD

Fee0.54%0.06%

Cost on $10k a year$54$6

Yield8.28%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y12.7%11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.28%	0.0%	+14.4%	+15.9%	new	new	−7.7%	$190M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.28%	0.0%	+14.4%	+15.9%	new	new	−7.7%	$190M

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