SEPI vs UTHY

Comparison between SHELTON EQUITY PREMIUM INCOME ETF (SEPI, ETF) and F/M US TREASURY 30 YEAR BOND ETF (UTHY, ETF).

SEPI vs UTHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEPI(ETF)	UTHY(ETF)
Net Assets	$152M	$153M
Expense Ratio	0.54%	0.15%
Max Drawdown	9.38%	24.77%
Sharpe Ratio	1.37	-0.32
5Y Beta	0.86	0.05
P/E Ratio	27.24	N/A
Forward P/E	18.96	N/A
PEG Ratio	0.30	N/A
5Y EPS CAGR	21.69%	N/A
Debt to Equity	31.52%	N/A
P/S Ratio	2.49	N/A
P/B Ratio	5.00	N/A

Net Assets

SEPI

$152M

Winner

UTHY

$153M

Expense Ratio

SEPI

0.54%

Winner

UTHY

0.15%

Max Drawdown

Winner

SEPI

9.38%

UTHY

24.77%

Sharpe Ratio

Winner

SEPI

1.37

UTHY

-0.32

5Y Beta

SEPI

0.86

Winner

UTHY

0.05

P/E Ratio

SEPI

27.24

UTHY

N/A

Forward P/E

SEPI

18.96

UTHY

N/A

PEG Ratio

SEPI

0.30

UTHY

N/A

5Y EPS CAGR

SEPI

21.69%

UTHY

N/A

Debt to Equity

SEPI

31.52%

UTHY

N/A

P/S Ratio

SEPI

2.49

UTHY

N/A

P/B Ratio

SEPI

5.00

UTHY

N/A

SEPI vs UTHY - Historical Returns

Returns include dividend reinvestment.

Period	SEPI	UTHY
1 month	+1.85%	-3.08%
3 months	+6.74%	-2.69%
6 months	+10.12%	-2.98%
1 year	+19.09%	+1.05%
Max(CAGR)	+22.22%	-3.02%

Winner

SEPI

+1.85%

UTHY

-3.08%

Winner

SEPI

+6.74%

UTHY

-2.69%

Winner

SEPI

+10.12%

UTHY

-2.98%

Winner

SEPI

+19.09%

UTHY

+1.05%

Max(CAGR)

Winner

SEPI

+22.22%

UTHY

-3.02%

SEPI vs UTHY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	SEPI	UTHY
2026	+10.54%	-2.17%
2025	+6.84%	+3.46%
2024	N/A	-7.48%
2023	N/A	-2.67%

SEPI vs UTHY Drawdown Comparison

The maximum drawdown for SEPI was -7.66%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.

The maximum drawdown for UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SEPI drawdown is -1.09%. The current UTHY drawdown is -13.30%.

Rank	SEPI	UTHY
#1	-7.66% Jan 28, 2026 - Apr 14, 2026	-21.84% Apr 6, 2023 - Oct 19, 2023
#2	-4.99% Nov 10, 2025 - Dec 11, 2025	-0.17% Mar 28, 2023 - Mar 30, 2023
#3	-3.64% Jun 2, 2026 - Jul 9, 2026	N/A
#4	-2.70% Dec 11, 2025 - Dec 24, 2025	N/A
#5	-2.56% Oct 29, 2025 - Nov 10, 2025	N/A
#6	-2.34% Oct 8, 2025 - Oct 20, 2025	N/A
#7	-2.31% Jan 6, 2026 - Jan 27, 2026	N/A
#8	-1.73% Jul 10, 2026 - Jul 17, 2026	N/A
#9	-1.29% May 14, 2026 - May 22, 2026	N/A
#10	-0.98% Dec 24, 2025 - Jan 5, 2026	N/A
#11	-0.92% Sep 22, 2025 - Oct 2, 2025	N/A
#12	-0.82% Apr 17, 2026 - Apr 22, 2026	N/A
#13	-0.79% Oct 20, 2025 - Oct 24, 2025	N/A
#14	-0.63% May 6, 2026 - May 8, 2026	N/A
#15	-0.44% May 1, 2026 - May 5, 2026	N/A

Correlation

Correlation between SEPI and UTHY is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

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