SEPQ vs VYM

SEPQ vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricSEPQVYMWinner
Expense Ratio0.65%0.04%
AUM$87M$81.6B
Dividend Yield11.55%2.24%
Holdings100613
YTD Return-0.31%+14.57%
1Y Return-+21.08%
3Y Return (annualized)-+18.16%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-0.7%-58.8%
Fund FamilyShelton Capital ManagementVanguard (US)
CategoryAlternativeEquity
InceptionMay 18, 2022Nov 10, 2006

SEPQ vs VYM Performance

STF Tactical Growth & Income ETF (SEPQ) is a ETF from Shelton Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SEPQ is down 0.31% versus a gain of 14.57% for VYM.

Risk: Volatility and Drawdowns

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

SEPQ charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, SEPQ currently yields 11.55% against 2.24% for VYM.

Holdings Overlap

14.5%overlap

SEPQ and VYM share 28 holdings out of 672 unique holdings combined, representing a 14.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SEPQWeight in VYMDifference
AVGO3.10%7.29%4.19%
CSCO2.18%1.93%0.25%
LIN1.09%0.99%0.10%
AMGNProProPro
PEPProProPro
QCOMProProPro
GILDProProPro
TXNProProPro
TMUSProProPro
ADIProProPro
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Frequently Asked Questions

Which is cheaper, SEPQ or VYM?

SEPQ has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between SEPQ and VYM?

SEPQ and VYM share 28 common holdings with a 14.5% weight overlap. Combined, they hold 672 unique securities.

Which pays a higher dividend, SEPQ or VYM?

SEPQ yields 11.55% while VYM yields 2.24%, so SEPQ currently pays the higher dividend yield.

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