SEPQ vs SPY

SEPQ vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricSEPQSPYWinner
Expense Ratio0.65%0.09%
AUM$87M$814.4B
Dividend Yield11.55%1.01%
Holdings100505
YTD Return-0.31%+12.87%
1Y Return-+21.13%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+12.69%
Volatility (annualized)-15.3%
Max Drawdown-0.7%-56.5%
Fund FamilyShelton Capital ManagementState Street Investment Management
CategoryAlternativeEquity
InceptionMay 18, 2022Jan 22, 1993

SEPQ vs SPY Performance

STF Tactical Growth & Income ETF (SEPQ) 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. Year to date, SEPQ is down 0.31% versus a gain of 12.87% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.7% for SEPQ 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

SEPQ charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, SEPQ currently yields 11.55% against 1.01% for SPY.

Holdings Overlap

53.7%overlap

SEPQ and SPY share 86 holdings out of 515 unique holdings combined, representing a 53.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in SEPQWeight in SPYDifference
NVDA8.63%7.71%0.92%
AAPL7.69%6.83%0.86%
MSFT6.03%5.50%0.53%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
AMDProProPro
METAProProPro
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Frequently Asked Questions

Which is cheaper, SEPQ or SPY?

SEPQ has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

What is the holdings overlap between SEPQ and SPY?

SEPQ and SPY share 86 common holdings with a 53.7% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, SEPQ or SPY?

SEPQ yields 11.55% while SPY yields 1.01%, so SEPQ currently pays the higher dividend yield.

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