SEPI vs VOO

ASEPI

BVOO

Measures won3–1SEPI wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · VTI $16,585

Lowest cost0.03%VOO · $3 on $10k

Most income8.38%SEPI · $838 on $10k

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

Held in common43.5%SEPI and VOO

Shelton Equity Premium Income ETF · $190MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

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

8.38%12-mo yield$838 · $108 on $10k1.08%

Cards for this view

SEPI

Shelton Equity Premium Income

[…]

VOO

Vanguard S&P 500

$17,416

MeasureSEPIVOO

Fee0.54%0.03%

Cost on $10k a year$54$3

Yield8.38%1.08%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.2%13.7%

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.38%	−0.2%	+13.1%	+16.0%	new	new	−7.7%	$190M

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	ASEPI	Shelton Equity Premium Income ETFRead Desk	0.54%	8.38%	−0.2%	+13.1%	+16.0%	new	new	−7.7%	$190M

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