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Data as of .

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

GRNI and SEPI both write options for income.

Fundstrat Granny Shots US Large Cap & Income ETF and Shelton Equity Premium Income ETF.

7.8%GRNI cash paid, 1 year
7.5%SEPI cash paid, 1 year
+14.5%GRNI total return, 1 year
+21.8%SEPI total return, 1 year
GRNI2.1 pts behind SPY · since launch to Sep 18, 2026
SPY+16.6%GRNI+14.5%7.8% of it arrived as cash2.1 pts behind SPYTotal return, distributions reinvestedSPY+16.6%GRNI+14.5%2.1 pts behind SPY
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, GRNI and SEPI hold 36% of their money in the same securities at the same weight.

Positions GRNI and SEPI both hold, largest shared weight first
HoldingGRNISEPI
Advanced Micro Devices Inc4.11%7.54%
Amazon.com Inc2.99%3.36%
Alphabet Inc2.96%4.68%
Broadcom Inc2.90%3.08%
Caterpillar Inc2.73%7.20%
NVIDIA Corp2.46%4.04%
Apple Inc2.39%5.24%
Microsoft Corp2.37%3.42%
Goldman Sachs Group Inc/The2.31%3.91%
Meta Platforms Inc2.23%2.79%
Arista Networks Inc2.86%2.18%
JPMorgan Chase & Co2.35%1.77%
Only in each
Only in GRNIOnly in SEPI
Quanta Services Inc 3.23%MICRON TECHNOLOGY INC 6.53%
GE Vernova Inc 3.08%JOHNSON & JOHNSON 3.31%
Strategy Inc 3.04%EXXON MOBIL CORP 3.08%
KLA Corp 2.75%MERCK & COMPANY INC 2.67%
Eaton Corp PLC 2.64%EBAY INC 2.47%
Bank of New York Mellon Corp/T 2.61%DUKE ENERGY CORP 2.08%
ONEOK Inc 2.49%GENERAL MOTORS COMPANY 1.96%
Air Products and Chemicals Inc 2.48%CARDINAL HEALTH INC 1.91%

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 Apr 30, 2026 and Jun 30, 2026.

Performance, window by window

GRNI and SEPI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
GRNISEPIGRNISEPIGRNISEPI
3 months+2.1%+5.4%2.5%2.1%−0.2 pts+3.2 pts
6 months+16.3%+20.5%5.4%4.7%−1.8 pts+2.5 pts
1 yearnot published+21.8%not published7.5%not published+5.2 pts
Since launch+14.5%+24.4%7.8%7.7%−2.1 pts+5.4 pts
Open the live comparison on ETFIQ
GRNI and SEPI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
GRNI
Fundstrat Granny Shots US Large Cap & Income ETF
Option income on SPY, paying monthly
SEPI
Shelton Equity Premium Income ETF
Covered call on SPY, paying monthly
IssuerFundstratShelton
Strategyoption incomecovered call
BenchmarkS&P 500 (SPY)S&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized10.0%8.3%
Expense ratio0.99%0.54%
Cash paid, 1 year7.8% (since launch on Nov 18, 2025)7.5%
Price change, 1 year+6.2%+13.4%
Total return, 1 year+14.5% (since launch on Nov 18, 2025)+21.8%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind−2.1 pts+5.2 pts
Return of capital, latest estimatenot publishednot published
Age304 days375 days
Net assets$49m$152m

GRNI in plain words

Over the period since launch on Nov 18, 2025 to Sep 18, 2026, GRNI paid 7.8% of its starting value in cash distributions while its price rose 6.2%. With every distribution reinvested, the fund returned +14.5%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 2.1 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 10.0%, 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 is cheaper, GRNI or SEPI?
GRNI charges 0.99% 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.

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

How every figure is computed · Standards and sources