SEPI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSEPIVYMWinner
Expense Ratio0.54%0.04%
AUM$164M$79.0B
Dividend Yield6.08%2.86%
Holdings121568
YTD Return+14.17%+16.16%
1Y Return+23.82%+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-7.7%-58.8%
Fund FamilyShelton Capital ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 8, 2025Nov 10, 2006

SEPI vs VYM Performance

Shelton Equity Premium Income ETF (SEPI) is a ETF from Shelton Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SEPI returned +23.82% while VYM returned +26.05%. Year to date, SEPI is up 14.17% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.7% for SEPI and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $54 vs $4 annually, a gap of $50 per year that compounds over a long holding period. On income, SEPI currently yields 6.08% against 2.86% for VYM.

Holdings Overlap

22.0%overlap

SEPI and VYM share 19 holdings out of 579 unique holdings combined, representing a 22.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SEPIWeight in VYMDifference
AVGO3.56%6.47%2.91%
CAT6.16%1.51%4.65%
XOM3.68%2.83%0.85%
JNJProProPro
JPM:USProProPro
GSProProPro
WMTProProPro
MRKProProPro
EBAYProProPro
DUKProProPro
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Frequently Asked Questions

Which is cheaper, SEPI or VYM?

SEPI has an expense ratio of 0.54% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which performed better, SEPI or VYM?

Over the past year SEPI returned +23.82% vs +26.05% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between SEPI and VYM?

SEPI and VYM share 19 common holdings with a 22.0% weight overlap. Combined, they hold 579 unique securities.

Which pays a higher dividend, SEPI or VYM?

SEPI yields 6.08% while VYM yields 2.86%, so SEPI currently pays the higher dividend yield.

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