SEPI ETF
Shelton Equity Premium Income ETF
SEPI ETF Overview
SEPI ETF (Shelton Equity Premium Income ETF) is managed by Shelton Capital Management with $197.7M in net assets. SEPI expense ratio is 0.54%, holding 337 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2025-09-08.
SEPI performance shows a YTD return of 8.55%. The 1-year return is 21.94%. SEPI dividend yield stands at 7.99%, paid monthly.
SEPI top holdings include Advanced Micro Devices Inc (7.5%), Apple, Inc (6.0%), Micron Technology, Inc. (5.8%), Caterpillar, Inc. (5.3%), Microsoft Corp (4.7%). Go to all SEPI holdings, SEPI sectors, or SEPI dividends.
SEPI can be compared against other funds. Use SEPI overlap to find shared positions, or SEPI vs another fund for a side-by-side view. SEPI alternatives are available via the screener, along with tax-loss harvesting opportunities.