SEPI vs. GOOP
SEPI (Shelton Equity Premium Income ETF) and GOOP (Kurv Yield Premium Strategy Google ETF) are both Derivative Income funds. Both are actively managed. A 0.55 correlation means they provide meaningful diversification when combined. SEPI charges 0.54%/yr vs 0.99%/yr for GOOP.
Performance
SEPI vs. GOOP - Performance Comparison
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Returns By Period
In the year-to-date period, SEPI achieves a 11.13% return, which is significantly lower than GOOP's 12.36% return.
SEPI
- 1D
- -0.35%
- 1M
- 5.29%
- YTD
- 11.13%
- 6M
- 11.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GOOP
- 1D
- -0.95%
- 1M
- -7.01%
- YTD
- 12.36%
- 6M
- 10.67%
- 1Y
- 93.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEPI vs. GOOP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SEPI Shelton Equity Premium Income ETF | 11.13% | 6.85% |
GOOP Kurv Yield Premium Strategy Google ETF | 12.36% | 25.29% |
Correlation
The correlation between SEPI and GOOP is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 9, 2025 | 0.55 |
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Return for Risk
SEPI vs. GOOP — Risk / Return Rank
SEPI
GOOP
SEPI vs. GOOP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Premium Income ETF (SEPI) and Kurv Yield Premium Strategy Google ETF (GOOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| SEPI | GOOP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 3.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.11 | 1.51 | +0.60 |
Drawdowns
SEPI vs. GOOP - Drawdown Comparison
The maximum SEPI drawdown since its inception was -7.66%, smaller than the maximum GOOP drawdown of -27.49%. Use the drawdown chart below to compare losses from any high point for SEPI and GOOP.
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Drawdown Indicators
| SEPI | GOOP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | -27.49% | +19.83% |
Max Drawdown (1Y)Largest decline over 1 year | — | -23.32% | — |
Current DrawdownCurrent decline from peak | -0.35% | -11.90% | +11.55% |
Average DrawdownAverage peak-to-trough decline | -1.45% | -6.29% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.12% | — |
Volatility
SEPI vs. GOOP - Volatility Comparison
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Volatility by Period
| SEPI | GOOP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.14% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 22.59% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 28.30% | -15.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.53% | 25.91% | -13.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.53% | 25.91% | -13.38% |
SEPI vs. GOOP - Expense Ratio Comparison
SEPI has a 0.54% expense ratio, which is lower than GOOP's 0.99% expense ratio.
Dividends
SEPI vs. GOOP - Dividend Comparison
SEPI's dividend yield for the trailing twelve months is around 4.68%, less than GOOP's 12.25% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
GOOP Kurv Yield Premium Strategy Google ETF | 12.25% | 11.79% | 13.73% | 2.06% |
SEPI Shelton Equity Premium Income ETF | 4.68% | 1.37% | 0.00% | 0.00% |
Frequently Asked Questions
SEPI and GOOP have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SEPI is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SEPI is cheaper with a 0.54% expense ratio, compared with 0.99% for GOOP.
GOOP has the higher dividend yield at 12.25%, compared with 4.68% for SEPI.
They also come from different issuers: Shelton and Kurv. Their fees differ too: 0.54% for SEPI and 0.99% for GOOP.
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