SEPI ETF
Shelton Equity Premium Income ETF
SEPI ETF Overview
SEPI ETF (Shelton Equity Premium Income ETF) is managed by Shelton Capital Management with $200.1M in net assets. SEPI expense ratio is 0.54%, holding 151 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2025-09-08.
SEPI performance shows a YTD return of 12.99%. The 1-year return is 15.93%. SEPI dividend yield stands at 8.35%, paid monthly.
SEPI top holdings include Apple, Inc (6.9%), Nvidia Corp. (5.8%), Microsoft Corp 4.100 Feb 06 37 (5.7%), Exxonmobil Holdings Corp Common Stock Usd (4.2%), Alphabet Inc (3.8%). 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.