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ISPY vs JEPI
ISPY vs JEPI Comparison Chart in %
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ISPY vs. JEPI commentary
Jun 20, 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 ISPY is a StrongBuy and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40B vs. ISPY (841M). JEPI has a higher annual dividend yield than ISPY: JEPI (0.513) vs ISPY (-0.661). ISPY was incepted earlier than JEPI: ISPY (2 years) vs JEPI (5 years). JEPI (0.35) has a lower expense ratio than ISPY (0.55). JEPI has a higher turnover ISPY (7.00) vs ISPY (7.00).
| ISPY | JEPI | ISPY / JEPI | |
| Gain YTD | -0.661 | 0.513 | -129% |
| Net Assets | 841M | 40B | 2% |
| Total Expense Ratio | 0.55 | 0.35 | 157% |
| Turnover | 7.00 | 174.00 | 4% |
| Yield | 13.73 | 8.01 | 171% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| ISPY | JEPI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | 2 days ago 57% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 89% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 85% | 2 days ago 77% |
| Advances ODDS (%) | 16 days ago 88% | 14 days ago 79% |
| Declines ODDS (%) | 29 days ago 74% | 2 days ago 70% |
| BollingerBands ODDS (%) | N/A | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 87% | 2 days ago 75% |
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JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | -0.23% | ||
| EMR - JEPI | 75% Closely correlated | +1.01% | ||
| CMI - JEPI | 70% Closely correlated | +0.06% | ||
| SYK - JEPI | 70% Closely correlated | -0.03% | ||
| CAT - JEPI | 69% Closely correlated | +0.59% | ||
| VLTO - JEPI | 68% Closely correlated | -0.42% | ||
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