BALI
Price
$31.65
Change
-$0.01 (-0.03%)
Updated
Oct 3 closing price
Net Assets
464.87M
JEPQ
Price
$57.28
Change
-$0.01 (-0.02%)
Updated
Oct 3 closing price
Net Assets
31.04B
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BALI vs JEPQ

Header iconBALI vs JEPQ Comparison
Open Charts BALI vs JEPQBanner chart's image
iShares Advantage Large Cap Income ETF
Price$31.65
Change-$0.01 (-0.03%)
Volume$283.92K
Net Assets464.87M
JPMorgan Nasdaq Equity Premium Inc ETF
Price$57.28
Change-$0.01 (-0.02%)
Volume$7.95M
Net Assets31.04B
BALI vs JEPQ Comparison Chart in %
BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPQ
Daily Signalchanged days ago
Gain/Loss if bought
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BALI vs. JEPQ commentary
Oct 06, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALI is a Buy and JEPQ is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 31B vs. BALI (465M). BALI has a higher annual dividend yield than JEPQ: BALI (12.038) vs JEPQ (10.448). BALI was incepted earlier than JEPQ: BALI (2 years) vs JEPQ (3 years). BALI (0.35) and JEPQ (0.35) have comparable expense ratios . JEPQ has a higher turnover BALI (90.00) vs BALI (90.00).
BALIJEPQBALI / JEPQ
Gain YTD12.03810.448115%
Net Assets465M31B2%
Total Expense Ratio0.350.35100%
Turnover90.00168.0054%
Yield7.8010.5774%
Fund Existence2 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPQ
RSI
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
57%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
63%
Momentum
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
85%
MACD
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
85%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 4 days ago
88%
Declines
ODDS (%)
Bearish Trend 11 days ago
58%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
63%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
87%
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BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPQ
Daily Signalchanged days ago
Gain/Loss if bought
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BALI and

Correlation & Price change

A.I.dvisor indicates that over the last year, BALI has been closely correlated with JHG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BALI
1D Price
Change %
BALI100%
-0.03%
JHG - BALI
79%
Closely correlated
+1.49%
AXP - BALI
79%
Closely correlated
-0.07%
PH - BALI
79%
Closely correlated
+0.67%
MS - BALI
78%
Closely correlated
+1.47%
MCO - BALI
77%
Closely correlated
+0.60%
More

JEPQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with NVDA. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then NVDA could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPQ
1D Price
Change %
JEPQ100%
-0.02%
NVDA - JEPQ
76%
Closely correlated
-0.67%
AMZN - JEPQ
74%
Closely correlated
-1.30%
ADI - JEPQ
74%
Closely correlated
+0.13%
ETN - JEPQ
73%
Closely correlated
-0.88%
AMD - JEPQ
73%
Closely correlated
-2.98%
More