SEPI vs. IPDP
SEPI (Shelton Equity Premium Income ETF) and IPDP (Dividend Performers ETF) are both Derivative Income funds. Both are actively managed. SEPI charges 0.54%/yr vs 1.52%/yr for IPDP.
Performance
SEPI vs. IPDP - Performance Comparison
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Returns By Period
SEPI
- 1D
- -0.95%
- 1M
- 0.55%
- 6M
- 10.21%
- YTD
- 11.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IPDP
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEPI vs. IPDP - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SEPI Shelton Equity Premium Income ETF | 11.96% |
IPDP Dividend Performers ETF | 0.00% |
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Return for Risk
SEPI vs. IPDP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Premium Income ETF (SEPI) and Dividend Performers ETF (IPDP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
SEPI vs. IPDP - Drawdown Comparison
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Drawdown Indicators
| SEPI | IPDP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | — | — |
Current DrawdownCurrent decline from peak | -1.02% | — | — |
Average DrawdownAverage peak-to-trough decline | -1.41% | — | — |
Volatility
SEPI vs. IPDP - Volatility Comparison
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Volatility by Period
| SEPI | IPDP | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 12.56% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.56% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.56% | — | — |
SEPI vs. IPDP - Expense Ratio Comparison
SEPI has a 0.54% expense ratio, which is lower than IPDP's 1.52% expense ratio.
Dividends
SEPI vs. IPDP - Dividend Comparison
SEPI's dividend yield for the trailing twelve months is around 5.41%, while IPDP has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
IPDP Dividend Performers ETF | 0.00% | 0.00% |
SEPI Shelton Equity Premium Income ETF | 5.41% | 1.37% |
Frequently Asked Questions
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 1.52% for IPDP.
SEPI has the higher dividend yield at 5.41%, compared with 0.00% for IPDP.
They also come from different issuers: Shelton and Innovative Portfolios. Their fees differ too: 0.54% for SEPI and 1.52% for IPDP.
Find the right allocation for SEPI and IPDP
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