SEPI vs. USOY
SEPI (Shelton Equity Premium Income ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.23, they often move in opposite directions. SEPI charges 0.54%/yr vs 1.22%/yr for USOY.
Performance
SEPI vs. USOY - 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 USOY's 62.18% return.
SEPI
- 1D
- -0.35%
- 1M
- 5.29%
- YTD
- 11.13%
- 6M
- 11.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USOY
- 1D
- 1.45%
- 1M
- -3.43%
- YTD
- 62.18%
- 6M
- 59.35%
- 1Y
- 57.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEPI vs. USOY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SEPI Shelton Equity Premium Income ETF | 11.13% | 6.85% |
USOY Defiance Oil Enhanced Options Income ETF | 62.18% | -4.47% |
Correlation
The correlation between SEPI and USOY is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 9, 2025 | -0.23 |
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Return for Risk
SEPI vs. USOY — Risk / Return Rank
SEPI
USOY
SEPI vs. USOY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Premium Income ETF (SEPI) and Defiance Oil Enhanced Options Income ETF (USOY). 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 | USOY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.11 | 0.99 | +1.12 |
Drawdowns
SEPI vs. USOY - Drawdown Comparison
The maximum SEPI drawdown since its inception was -7.66%, smaller than the maximum USOY drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for SEPI and USOY.
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Drawdown Indicators
| SEPI | USOY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.66% | -17.46% | +9.80% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.29% | — |
Current DrawdownCurrent decline from peak | -0.35% | -5.11% | +4.76% |
Average DrawdownAverage peak-to-trough decline | -1.45% | -6.47% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 7.42% | — |
Volatility
SEPI vs. USOY - Volatility Comparison
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Volatility by Period
| SEPI | USOY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.62% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 27.18% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.53% | 30.44% | -17.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.53% | 26.13% | -13.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.53% | 26.13% | -13.60% |
SEPI vs. USOY - Expense Ratio Comparison
SEPI has a 0.54% expense ratio, which is lower than USOY's 1.22% expense ratio.
Dividends
SEPI vs. USOY - Dividend Comparison
SEPI's dividend yield for the trailing twelve months is around 4.68%, less than USOY's 54.16% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
SEPI Shelton Equity Premium Income ETF | 4.68% | 1.37% | 0.00% |
USOY Defiance Oil Enhanced Options Income ETF | 54.16% | 104.32% | 48.60% |
Frequently Asked Questions
SEPI and USOY have a correlation of -0.23, 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 1.22% for USOY.
USOY has the higher dividend yield at 54.16%, compared with 4.68% for SEPI.
They also come from different issuers: Shelton and Defiance. Their fees differ too: 0.54% for SEPI and 1.22% for USOY.
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