IBIG vs SEPI
Comparison between ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG, ETF) and SHELTON EQUITY PREMIUM INCOME ETF (SEPI, ETF).
IBIG vs SEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIG
$131M
Winner
SEPI
$131M
Expense Ratio
Winner
IBIG
0.10%
SEPI
0.54%
Max Drawdown
Winner
IBIG
4.57%
SEPI
9.38%
Sharpe Ratio
IBIG
0.43
Winner
SEPI
1.39
5Y Beta
Winner
IBIG
0.01
SEPI
0.88
P/E Ratio
IBIG
N/A
SEPI
30.50
Forward P/E
IBIG
N/A
SEPI
20.59
PEG Ratio
IBIG
N/A
SEPI
0.55
5Y EPS CAGR
IBIG
N/A
SEPI
23.02%
Debt to Equity
IBIG
N/A
SEPI
26.74%
P/S Ratio
IBIG
N/A
SEPI
4.44
P/B Ratio
IBIG
N/A
SEPI
5.78
IBIG vs SEPI - Historical Returns
Returns include dividend reinvestment.
1M
IBIG
-0.62%
Winner
SEPI
+1.21%
3M
IBIG
+0.32%
Winner
SEPI
+11.25%
6M
IBIG
+1.46%
Winner
SEPI
+10.21%
1Y
IBIG
+4.75%
SEPI
N/A
Max(CAGR)
IBIG
+5.93%
Winner
SEPI
+23.14%
IBIG vs SEPI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIG | SEPI |
|---|---|---|
| 2026 | +1.41% | +8.69% |
| 2025 | +7.82% | +6.84% |
| 2024 | +2.81% | N/A |
| 2023 | +4.25% | N/A |
IBIG vs SEPI Drawdown Comparison
The maximum drawdown for IBIG was -3.21%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for SEPI was -7.66%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The current IBIG drawdown is -0.72%. The current SEPI drawdown is -1.73%.
| Rank | IBIG | SEPI |
|---|---|---|
| #1 | -3.21% Sep 24, 2024 - Feb 28, 2025 | -7.66% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -2.34% Apr 3, 2025 - Apr 30, 2025 | -4.99% Nov 10, 2025 - Dec 11, 2025 |
| #3 | -2.33% Feb 1, 2024 - Jun 4, 2024 | -3.64% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -2.25% Sep 22, 2023 - Nov 3, 2023 | -2.70% Dec 11, 2025 - Dec 24, 2025 |
| #5 | -1.44% Apr 30, 2025 - Jun 25, 2025 | -2.56% Oct 29, 2025 - Nov 10, 2025 |
| #6 | -1.35% Mar 17, 2026 - Apr 14, 2026 | -2.34% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -1.26% Dec 27, 2023 - Jan 31, 2024 | -2.31% Jan 6, 2026 - Jan 27, 2026 |
| #8 | -0.94% Mar 3, 2025 - Mar 27, 2025 | -1.29% May 14, 2026 - May 22, 2026 |
| #9 | -0.93% Jun 5, 2024 - Jun 18, 2024 | -0.98% Dec 24, 2025 - Jan 5, 2026 |
| #10 | -0.89% May 1, 2026 - May 22, 2026 | -0.92% Sep 22, 2025 - Oct 2, 2025 |
| #11 | -0.88% Nov 8, 2023 - Nov 14, 2023 | -0.82% Apr 17, 2026 - Apr 22, 2026 |
| #12 | -0.81% Oct 22, 2025 - Jan 29, 2026 | -0.79% Oct 20, 2025 - Oct 24, 2025 |
| #13 | -0.79% Aug 5, 2024 - Aug 21, 2024 | -0.63% May 6, 2026 - May 8, 2026 |
| #14 | -0.64% Sep 8, 2025 - Oct 22, 2025 | -0.44% May 1, 2026 - May 5, 2026 |
| #15 | -0.62% Nov 20, 2023 - Nov 28, 2023 | -0.39% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between IBIG and SEPI is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2023 - 2026)
IBIG vs SEPI dividend yield comparison.
| Year | IBIG | SEPI |
|---|---|---|
| 2026 | 0.26% | 3.45% |
| 2025 | 4.70% | 1.37% |
| 2024 | 4.15% | 0.00% |
| 2023 | 0.78% | 0.00% |
Select Stocks to Compare
Popular: IBIG vs SPYSEPI vs SPY
More Comparisons
Compare with similar stocks