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level
Return
1D ▼
1M
3M
YTD
1Y
3Y
5Y
MAX
Total return0.0%−4.1%−4.9%————+0.2%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Shelton Capital SEPQ and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
TechnologyConsumer CyclicalCommunication ServicesConsumer DefensiveHealthcareOther
Shelton Capital SEPQ · 101 holdings · tile size = share of the fund · as of Nov 12, 2026
+12.3%
+12.3%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+11.7%
$6.4B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+15.3%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+13.8%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+13.7%
$913M
JPMorgan Equity Premium Yield
new
new
$900M
JPMorgan Nasdaq Equity Premium Yield
new
new
$788M
Parametric Equity Premium Income
+17.7%
+17.7%
$569M
WisdomTree Equity Premium Income
+7.2%
+7.2%
$547M
Kensington Hedged Premium Income
+8.6%
+8.6%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+10.4%
$329M
KBW Premium Yield Equity REIT
+14.5%
+14.5%
$289M
YieldMax Gold Miners Option Income Strategy
−11.9%
−11.9%
$271M
YieldMax MRNA Option Income Strategy
+477.6%
+477.6%
$260M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.4B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
STF Tactical Growth & Income ETF
0.0%
new
new
$92.7M
#26 cheapest of 92 · sorted by assets
SEPQ and its peer group · total return · as of Nov 12, 2026
4.68%
5MUMicron Technology3.79% 6AMDAdvanced Micro Devices3.75% Shelton Capital SEPQ · weight in the fund · as of Nov 12, 2026
Shelton Capital SEPQ · 101 holdings · tile size = share of the fund · as of Nov 12, 2026
JEPI and SEPQ · year-to-date · as of Nov 12, 2026 · AUM not scored
SEPQAvsBPeer average
1D0.0%−1.3%
1M−4.1%−3.3%
3M−4.9%−1.9%
YTD[…]+6.5%
1Y[…]+6.6%
3Y[…]+43.1%
5Y[…]+22.0%
1–2Peer average wins
91 Premium income peers · each row scaled to its leader
WMT3.0%
89 more
WMT3.0%
79 more
TechnologyConsumer CyclicalCommunication ServicesConsumer DefensiveHealthcareOther