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Save view, at the bottom, keeps this one here JEPI and SEPI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.3%−2.3%−1.5%+14.0%+15.0%——+22.6%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
Shelton Capital SEPI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsOther
Shelton Capital SEPI · 42 holdings · tile size = share of the fund · as of Nov 13, 2026
+11.9%
+11.9%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+10.4%
$6.5B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+15.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+13.5%
$1.6B
JPMorgan Equity Premium Yield
new
new
$922M
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+14.0%
$913M
JPMorgan Nasdaq Equity Premium Yield
new
new
$817M
Parametric Equity Premium Income
+18.3%
+18.3%
$574M
WisdomTree Equity Premium Income
+6.6%
+6.6%
$563M
Kensington Hedged Premium Income
+8.4%
+8.4%
$462M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+10.6%
$333M
KBW Premium Yield Equity REIT
+15.3%
+15.3%
$283M
YieldMax Gold Miners Option Income Strategy
−12.0%
−12.0%
$254M
YieldMax MRNA Option Income Strategy
+456.5%
+456.5%
$247M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.5B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
Shelton Equity Premium Income ETF
−0.3%
+14.0%
+15.0%
$190M
#14 of 75 this year · #24 cheapest of 92 · sorted by assets
SEPI and its peer group · total return · as of Nov 13, 2026
3.99%
5AMDAdvanced Micro Devices3.95% 8BRK-BBerkshire Hathaway3.82% 9JNJJohnson & Johnson3.79% 10MUMicron Technology3.50% Shelton Capital SEPI · weight in the fund · as of Nov 13, 2026
Shelton Capital SEPI · 42 holdings · tile size = share of the fund · as of Nov 13, 2026
SEPI wins
+0.4 pts
JEPI and SEPI · year-to-date · as of Nov 13, 2026 · AUM not scored
SEPIAvsBPeer average
1D−0.3%−0.6%
1M−2.3%−4.5%
3M−1.5%−2.2%
YTD+14.0%+6.0%
1Y+15.0%+6.3%
3Y[…]+42.8%
5Y[…]+21.3%
5–0SEPI wins
91 Premium income peers · each row scaled to its leader
JNJ3.8%
Other
JNJ3.8%
Other
TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsOther