SEPI vs SPY

ASEPI

BSPY

Measures won3–1SEPI wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income8.52%SEPI · $852 on $10k

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

Held in common43.9%SEPI and SPY

SEPI

SPY

Shelton Equity Premium Income ETF · $190MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.54%Expense ratio$54 · $9 on $10k · lower wins0.09%

8.52%12-mo yield$852 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

3–1SEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEPI · SPY

7.2%AAPL7.9%

6.2%MSFT6.3%

5.3%NVDA6.9%

3.9%AMZN4.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASEPI	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASEPI	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

SEPI vs SPY

SEPI

Shelton Equity Premium Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureSEPISPY

Fee0.54%0.09%

Cost on $10k a year$54$9

Yield8.52%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.1%13.6%

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: SEPI, SPY, VOO

Today

92.2%most shared, SPY and VOO

SEPISPYVOO

SEPI—43.9%43.6%

SPY43.9%—92.2%

VOO43.6%92.2%—

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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