SEPI vs SPY

Quick Verdict

SPY has a lower expense ratio. SEPI delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SEPIMore Diversified: SPY

Side-by-Side Comparison

MetricSEPISPYWinner
Expense Ratio0.54%0.09%
AUM$164M$789.1B
Dividend Yield6.08%1.01%
Holdings121505
YTD Return+14.88%+14.47%
1Y Return+24.59%+21.96%
3Y Return (annualized)-+21.70%
5Y Return (annualized)-+13.30%
Volatility (annualized)-15.3%
Max Drawdown-7.7%-56.5%
Fund FamilyShelton Capital ManagementState Street Investment Management
CategoryEquityEquity
InceptionSep 8, 2025Jan 22, 1993

SEPI vs SPY Performance

Shelton Equity Premium Income ETF (SEPI) is a ETF from Shelton Capital Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year SEPI returned +24.59% while SPY returned +21.96%. Year to date, SEPI is up 14.88% versus a gain of 14.47% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.7% for SEPI and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

SEPI charges 0.54% per year while SPY charges 0.09%. On a $10,000 position that is $54 vs $9 annually, a gap of $45 per year that compounds over a long holding period. On income, SEPI currently yields 6.08% against 1.01% for SPY.

Holdings Overlap

40.1%overlap

SEPI and SPY share 39 holdings out of 504 unique holdings combined, representing a 40.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SEPIWeight in SPYDifference
AAPL5.72%7.09%1.37%
NVDA4.71%7.31%2.60%
GOOGL5.32%3.32%2.00%
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AVGOProProPro
MUProProPro
METAProProPro
XOMProProPro
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Frequently Asked Questions

Which is cheaper, SEPI or SPY?

SEPI has an expense ratio of 0.54% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, SEPI or SPY?

Over the past year SEPI returned +24.59% vs +21.96% for SPY, so SEPI leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between SEPI and SPY?

SEPI and SPY share 39 common holdings with a 40.1% weight overlap. Combined, they hold 504 unique securities.

Which pays a higher dividend, SEPI or SPY?

SEPI yields 6.08% while SPY yields 1.01%, so SEPI currently pays the higher dividend yield.

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