SEPI vs VTI

ASEPI

BVTI

Measures won3–1SEPI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income8.52%SEPI · $852 on $10k

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

Held in common40.1%SEPI and VTI

SEPI

VTI

Shelton Equity Premium Income ETF · $190MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

8.52%12-mo yield$852 · $109 on $10k1.09%

−7.7%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.7%

3–1SEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSEPI · VTI

7.2%AAPL6.6%

5.3%NVDA7.1%

6.2%MSFT5.2%

3.9%AMZN3.3%

Held in common40.1%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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 VTI

SEPI

Shelton Equity Premium Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSEPIVTI

Fee0.54%0.03%

Cost on $10k a year$54$3

Yield8.52%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.1%13.7%

3–1measures won
SEPI first

40.1%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SEPI, VTI, IVV

Today

85.5%most shared, VTI and IVV

SEPIVTIIVV

SEPI—40.1%43.9%

VTI40.1%—85.5%

IVV43.9%85.5%—

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

VTI$109 − $3 = $106

KeptFee

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