USEP vs SEPI
Comparison between Innovator U.S. Equity Ultra Buffer ETF - September (USEP, ETF) and SHELTON EQUITY PREMIUM INCOME ETF (SEPI, ETF).
USEP vs SEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USEP
$152M
Winner
SEPI
$152M
Expense Ratio
USEP
0.79%
Winner
SEPI
0.54%
Max Drawdown
USEP
13.37%
Winner
SEPI
9.38%
Sharpe Ratio
USEP
1.32
Winner
SEPI
1.37
5Y Beta
Winner
USEP
0.44
SEPI
0.86
P/E Ratio
USEP
N/A
SEPI
27.24
Forward P/E
USEP
N/A
SEPI
18.96
PEG Ratio
USEP
N/A
SEPI
0.30
5Y EPS CAGR
USEP
N/A
SEPI
21.69%
Debt to Equity
USEP
N/A
SEPI
31.52%
P/S Ratio
USEP
N/A
SEPI
2.49
P/B Ratio
USEP
N/A
SEPI
5.00
USEP vs SEPI - Historical Returns
Returns include dividend reinvestment.
1M
USEP
+0.75%
Winner
SEPI
+1.85%
3M
USEP
+2.86%
Winner
SEPI
+6.74%
6M
USEP
+4.82%
Winner
SEPI
+10.12%
1Y
USEP
+10.69%
Winner
SEPI
+19.09%
5Y(CAGR)
USEP
+8.01%
SEPI
N/A
Max(CAGR)
USEP
+7.96%
Winner
SEPI
+22.22%
USEP vs SEPI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | USEP | SEPI |
|---|---|---|
| 2026 | +5.32% | +10.54% |
| 2025 | +11.84% | +6.84% |
| 2024 | +12.74% | N/A |
| 2023 | +19.03% | N/A |
| 2022 | -8.14% | N/A |
| 2021 | +6.46% | N/A |
| 2020 | +6.87% | N/A |
| 2019 | +3.60% | N/A |
USEP vs SEPI Drawdown Comparison
The maximum drawdown for USEP was -13.37%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for SEPI was -7.66%, occurring on Mar 27, 2026. Recovery took 52 trading sessions.
The current USEP drawdown is -0.40%. The current SEPI drawdown is -1.09%.
| Rank | USEP | SEPI |
|---|---|---|
| #1 | -13.37% Feb 12, 2020 - Jul 14, 2020 | -7.66% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -11.84% Jan 4, 2022 - Jun 13, 2023 | -4.99% Nov 10, 2025 - Dec 11, 2025 |
| #3 | -9.72% Feb 19, 2025 - Jun 9, 2025 | -3.64% Jun 2, 2026 - Jul 9, 2026 |
| #4 | -4.64% Sep 1, 2023 - Nov 14, 2023 | -2.70% Dec 11, 2025 - Dec 24, 2025 |
| #5 | -4.03% Feb 25, 2026 - Apr 13, 2026 | -2.56% Oct 29, 2025 - Nov 10, 2025 |
| #6 | -3.12% Sep 2, 2020 - Nov 5, 2020 | -2.34% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -2.43% Jul 31, 2023 - Aug 29, 2023 | -2.31% Jan 6, 2026 - Jan 27, 2026 |
| #8 | -2.21% Jul 31, 2024 - Aug 13, 2024 | -1.73% Jul 10, 2026 - Jul 17, 2026 |
| #9 | -2.17% Mar 28, 2024 - May 6, 2024 | -1.29% May 14, 2026 - May 22, 2026 |
| #10 | -2.05% Sep 2, 2021 - Oct 21, 2021 | -0.98% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -2.02% Oct 27, 2025 - Dec 4, 2025 | -0.92% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -1.85% Aug 28, 2024 - Sep 13, 2024 | -0.82% Apr 17, 2026 - Apr 22, 2026 |
| #13 | -1.54% Dec 11, 2024 - Jan 21, 2025 | -0.79% Oct 20, 2025 - Oct 24, 2025 |
| #14 | -1.39% Nov 8, 2021 - Dec 23, 2021 | -0.63% May 6, 2026 - May 8, 2026 |
| #15 | -1.34% Oct 8, 2025 - Oct 23, 2025 | -0.44% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between USEP and SEPI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
USEP vs SEPI dividend yield comparison.
| Year | USEP | SEPI |
|---|---|---|
| 2026 | 0.00% | 4.13% |
| 2025 | 0.00% | 1.37% |
| 2019 | 0.64% | 0.00% |
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