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Data as of .

FTQI vs SEPI: which paid, and which earned it?

Over the year FTQI paid 12.0% of its price in cash against SEPI’s 7.5% and the two finished level on total return.

First Trust Nasdaq BuyWrite Income ETF and Shelton Equity Premium Income ETF.

12.0%FTQI cash paid, 1 year
7.5%SEPI cash paid, 1 year
+21.5%FTQI total return, 1 year
+21.8%SEPI total return, 1 year

ETFIQ Return Stability Score: SEPI scores higher

Was the payout funded by returns, or by your own capital?

FTQI 76SEPI 94.23.8, the lowest in this set96.8, the highest

A percentile among the 173 income ETFs writing on an index or proxy. It is a position in a set, not a rating, and neither end of it is a recommendation. All income ETFs ranked by it · How it is computed

FTQIAbout even with QQQ · 1 year to Sep 18, 2026
QQQ+21.8%FTQI+21.5%12.0% of it arrived as cashabout even with QQQTotal return, distributions reinvestedQQQ+21.8%FTQI+21.5%12.0% cashabout even with QQQ
SEPI5.2 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%SEPI+21.8%7.5% of it arrived as cash5.2 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%SEPI+21.8%5.2 pts ahead of SPY

What they hold in common

By the books each fund has filed, FTQI and SEPI hold 32% of their money in the same securities at the same weight.

Positions FTQI and SEPI both hold, largest shared weight first
HoldingFTQISEPI
Advanced Micro Devices, Inc.5.41%7.54%
Apple Inc.8.76%5.24%
NVIDIA Corporation6.55%4.04%
Amazon.com, Inc.4.13%3.36%
Meta Platforms, Inc. (Class A)2.75%2.79%
Micron Technology, Inc.2.38%6.53%
Alphabet Inc. (Class A)2.06%4.68%
Broadcom Inc.1.92%3.08%
Microsoft Corporation1.41%3.42%
Netflix, Inc.1.24%1.21%
eBay Inc.0.85%2.47%
Caterpillar Inc.0.82%7.20%
Only in each
Only in FTQIOnly in SEPI
US Dollar 5.75%GOLDMAN SACHS GROUP INC (THE) 3.91%
Cisco Systems, Inc. 3.18%MERCK & COMPANY INC 2.67%
Tesla, Inc. 2.68%ARISTA NETWORKS INC 2.18%
Palantir Technologies Inc. (Class A) 2.54%DUKE ENERGY CORP 2.08%
Seagate Technology Holdings Plc 2.17%GENERAL MOTORS COMPANY 1.96%
Alphabet Inc. (Class C) 2.05%CARDINAL HEALTH INC 1.91%
Palo Alto Networks, Inc. 1.42%BERKSHIRE HATHAWAY INC 1.87%
AbbVie Inc. 1.32%AKAMAI TECHNOLOGIES INC 1.80%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 18, 2026.

Performance, window by window

FTQI and SEPI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
FTQISEPIFTQISEPIFTQISEPI
3 months+4.0%+5.4%2.9%2.1%+6.5 pts+3.2 pts
6 months+18.3%+20.5%6.3%4.7%−5.9 pts+2.5 pts
1 year+21.5%+21.8%12.0%7.5%−0.3 pts+5.2 pts
3 years+62.9%not published37.0%not published−35.3 ptsnot published
Since launch+141.7%+24.4%78.8%7.7%−675.0 pts+5.4 pts
Open the live comparison on ETFIQ
FTQI and SEPI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
FTQI
First Trust Nasdaq BuyWrite Income ETF
Covered call on QQQ, paying monthly
SEPI
Shelton Equity Premium Income ETF
Covered call on SPY, paying monthly
IssuerFirst TrustShelton
Strategycovered callcovered call
BenchmarkNasdaq-100 (QQQ)S&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized11.9%8.3%
Expense ratio0.75%0.54%
Cash paid, 1 year12.0%7.5%
Price change, 1 year+8.0%+13.4%
Total return, 1 year+21.5%+21.8%
Benchmark return, 1 year+21.8%+16.6%
Ahead or behind−0.3 pts+5.2 pts
Return of capital, latest estimatenot publishednot published
Age4637 days375 days
Net assets$975m$152m

FTQI in plain words

Over the year to Sep 18, 2026, FTQI paid 12.0% of its starting value in cash distributions while its price rose 8.0%. With every distribution reinvested, the fund returned +21.5%. Nasdaq-100 (QQQ) returned +21.8% over the same days, so a holder was about even. At its price on Sep 18, 2026 the latest distribution annualizes to 11.9%, paid monthly.

SEPI in plain words

Over the year to Sep 18, 2026, SEPI paid 7.5% of its starting value in cash distributions while its price rose 13.4%. With every distribution reinvested, the fund returned +21.8%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 5.2 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 8.3%, paid monthly.

Questions people ask

Which paid more, FTQI or SEPI?
Over the year to Sep 18, 2026, FTQI paid 12.0% of its starting price in cash and SEPI paid 7.5%, so FTQI paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, FTQI or SEPI?
With every distribution reinvested, FTQI returned +21.5% and SEPI returned +21.8% over the year to Sep 18, 2026, so SEPI returned more.
Which is cheaper, FTQI or SEPI?
FTQI charges 0.75% a year and SEPI charges 0.54%, so SEPI is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FTQI against SEPI, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FTQI against SEPI, data as of Sep 18, 2026. https://etfiq.com/compare/income/ftqi-vs-sepi Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources