Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

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

Over the year PAPI paid 7.9% of its price in cash against SEPI’s 7.5%, though SEPI returned more with it reinvested.

Parametric Equity Premium Income ETF and Shelton Equity Premium Income ETF.

7.9%PAPI cash paid, 1 year
7.5%SEPI cash paid, 1 year
+12.8%PAPI 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?

PAPI 62.8SEPI 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

PAPI3.8 pts behind SPY · 1 year to Sep 18, 2026
SPY+16.6%PAPI+12.8%7.9% of it arrived as cash3.8 pts behind SPYTotal return, distributions reinvestedSPY+16.6%PAPI+12.8%3.8 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, PAPI and SEPI hold 7% of their money in the same securities at the same weight.

Positions PAPI and SEPI both hold, largest shared weight first
HoldingPAPISEPI
Alphabet, Inc.0.59%4.68%
Merck & Co., Inc.0.59%2.67%
Cardinal Health, Inc.0.59%1.91%
Johnson & Johnson0.56%3.31%
Norfolk Southern Corp.0.52%1.14%
RTX Corp.0.52%1.26%
Duke Energy Corp.0.51%2.08%
United Parcel Service, Inc.0.51%0.61%
Procter & Gamble Co. (The)0.49%0.83%
Verizon Communications, Inc.0.48%0.81%
Exxon Mobil Corp.0.47%3.08%
Salesforce, Inc.0.46%1.06%
Only in each
Only in PAPIOnly in SEPI
Corning, Inc. 1.01%ADVANCED MICRO DEVICES INC 7.54%
TD SYNNEX Corp. 0.81%CATERPILLAR INC 7.20%
Cisco Systems, Inc. 0.77%MICRON TECHNOLOGY INC 6.53%
Power Integrations, Inc. 0.73%APPLE INC 5.24%
Royalty Pharma plc 0.73%NVIDIA CORP 4.04%
Millicom International Cellular SA 0.72%GOLDMAN SACHS GROUP INC (THE) 3.91%
Avnet, Inc. 0.71%AMAZON.COM INC 3.36%
Texas Instruments, Inc. 0.71%BROADCOM INC 3.08%

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.

Performance, window by window

PAPI and SEPI over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
PAPISEPIPAPISEPIPAPISEPI
3 months+4.7%+5.4%2.0%2.1%+2.5 pts+3.2 pts
6 months+5.6%+20.5%4.0%4.7%−12.4 pts+2.5 pts
1 year+12.8%+21.8%7.9%7.5%−3.8 pts+5.2 pts
Since launch+35.6%+24.4%22.5%7.7%−49.6 pts+5.4 pts
Open the live comparison on ETFIQ
PAPI and SEPI on the same fields, as of Sep 18, 2026. Source: ETFIQ.
PAPI
Parametric Equity Premium Income ETF
Covered call on SPY, paying monthly
SEPI
Shelton Equity Premium Income ETF
Covered call on SPY, paying monthly
IssuerParametricShelton
Strategycovered callcovered call
BenchmarkS&P 500 (SPY)S&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized7.2%8.3%
Expense ratio0.29%0.54%
Cash paid, 1 year7.9%7.5%
Price change, 1 year+4.5%+13.4%
Total return, 1 year+12.8%+21.8%
Benchmark return, 1 year+16.6%+16.6%
Ahead or behind−3.8 pts+5.2 pts
Return of capital, latest estimatenot publishednot published
Age1065 days375 days
Net assets$400m$152m

PAPI in plain words

Over the year to Sep 18, 2026, PAPI paid 7.9% of its starting value in cash distributions while its price rose 4.5%. With every distribution reinvested, the fund returned +12.8%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was behind by 3.8 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.2%, 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, PAPI or SEPI?
Over the year to Sep 18, 2026, PAPI paid 7.9% of its starting price in cash and SEPI paid 7.5%, so PAPI paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, PAPI or SEPI?
With every distribution reinvested, PAPI returned +12.8% and SEPI returned +21.8% over the year to Sep 18, 2026, so SEPI returned more.
Which is cheaper, PAPI or SEPI?
PAPI charges 0.29% a year and SEPI charges 0.54%, so PAPI 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.

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

How every figure is computed · Standards and sources