SEPI vs IBIG
Comparison between SHELTON EQUITY PREMIUM INCOME ETF (SEPI, ETF) and ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG, ETF).
SEPI vs IBIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SEPI
$131M
IBIG
$131M
Expense Ratio
SEPI
0.54%
Winner
IBIG
0.10%
Max Drawdown
SEPI
9.38%
Winner
IBIG
4.57%
Sharpe Ratio
Winner
SEPI
1.43
IBIG
0.13
5Y Beta
SEPI
0.87
Winner
IBIG
0.01
P/E Ratio
SEPI
31.49
IBIG
N/A
Forward P/E
SEPI
20.50
IBIG
N/A
PEG Ratio
SEPI
0.49
IBIG
N/A
5Y EPS CAGR
SEPI
23.02%
IBIG
N/A
Debt to Equity
SEPI
26.74%
IBIG
N/A
SEPI vs IBIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPI
+2.03%
IBIG
-0.50%
3M
Winner
SEPI
+12.49%
IBIG
-0.20%
6M
Winner
SEPI
+11.81%
IBIG
+0.94%
1Y
SEPI
N/A
IBIG
+4.01%
Max(CAGR)
Winner
SEPI
+23.79%
IBIG
+5.77%
SEPI vs IBIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SEPI | IBIG |
|---|---|---|
| 2026 | +9.51% | +1.09% |
| 2025 | +6.84% | +7.82% |
| 2024 | N/A | +2.81% |
| 2023 | N/A | +4.25% |
SEPI vs IBIG Drawdown Comparison
The maximum drawdown for SEPI was -7.66%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The maximum drawdown for IBIG was -3.21%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The current SEPI drawdown is -0.99%. The current IBIG drawdown is -1.04%.
| Rank | SEPI | IBIG |
|---|---|---|
| #1 | -7.66% Jan 28, 2026 - Apr 14, 2026 | -3.21% Sep 24, 2024 - Feb 28, 2025 |
| #2 | -4.99% Nov 10, 2025 - Dec 11, 2025 | -2.34% Apr 3, 2025 - Apr 30, 2025 |
| #3 | -3.64% Jun 2, 2026 - Jun 10, 2026 | -2.33% Feb 1, 2024 - Jun 4, 2024 |
| #4 | -2.70% Dec 11, 2025 - Dec 24, 2025 | -2.25% Sep 22, 2023 - Nov 3, 2023 |
| #5 | -2.56% Oct 29, 2025 - Nov 10, 2025 | -1.44% Apr 30, 2025 - Jun 25, 2025 |
| #6 | -2.34% Oct 8, 2025 - Oct 20, 2025 | -1.35% Mar 17, 2026 - Apr 14, 2026 |
| #7 | -2.31% Jan 6, 2026 - Jan 27, 2026 | -1.26% Dec 27, 2023 - Jan 31, 2024 |
| #8 | -1.29% May 14, 2026 - May 22, 2026 | -1.23% May 1, 2026 - Jun 17, 2026 |
| #9 | -0.98% Dec 24, 2025 - Jan 5, 2026 | -0.94% Mar 3, 2025 - Mar 27, 2025 |
| #10 | -0.92% Sep 22, 2025 - Oct 2, 2025 | -0.93% Jun 5, 2024 - Jun 18, 2024 |
| #11 | -0.82% Apr 17, 2026 - Apr 22, 2026 | -0.88% Nov 8, 2023 - Nov 14, 2023 |
| #12 | -0.79% Oct 20, 2025 - Oct 24, 2025 | -0.81% Oct 22, 2025 - Jan 29, 2026 |
| #13 | -0.63% May 6, 2026 - May 8, 2026 | -0.79% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -0.44% May 1, 2026 - May 5, 2026 | -0.64% Sep 8, 2025 - Oct 22, 2025 |
| #15 | -0.39% Apr 22, 2026 - Apr 24, 2026 | -0.62% Nov 20, 2023 - Nov 28, 2023 |
Correlation
Correlation between SEPI and IBIG is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
0.71
-101
Dividend Comparison (2023 - 2026)
SEPI vs IBIG dividend yield comparison.
| Year | SEPI | IBIG |
|---|---|---|
| 2026 | 3.43% | 0.26% |
| 2025 | 1.37% | 4.70% |
| 2024 | 0.00% | 4.15% |
| 2023 | 0.00% | 0.78% |
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