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JEPI vs JEPQ
JEPI vs JEPQ Comparison Chart
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JEPI vs. JEPQ commentary
Jun 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 JEPI is a StrongBuy and JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.8B vs. JEPQ (26.4B). JEPI has a higher annual dividend yield than JEPQ: JEPI (0.567) vs JEPQ (-2.348). JEPI was incepted earlier than JEPQ: JEPI (5 years) vs JEPQ (3 years). JEPI (0.35) and JEPQ (0.35) have comparable expense ratios . JEPI (174.00) and JEPQ (168.00) have matching turnover.
| JEPI | JEPQ | JEPI / JEPQ | |
| Gain YTD | 0.567 | -2.348 | -24% |
| Net Assets | 39.8B | 26.4B | 151% |
| Total Expense Ratio | 0.35 | 0.35 | 100% |
| Turnover | 174.00 | 168.00 | 104% |
| Yield | 8.01 | 11.28 | 71% |
| Fund Existence | 5 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | JEPQ | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 50% |
| Stochastic ODDS (%) | 1 day ago 52% | 1 day ago 58% |
| Momentum ODDS (%) | 1 day ago 67% | N/A |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 88% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 88% |
| Advances ODDS (%) | 1 day ago 79% | 2 days ago 87% |
| Declines ODDS (%) | 14 days ago 71% | 16 days ago 75% |
| BollingerBands ODDS (%) | 1 day ago 60% | 1 day ago 59% |
| Aroon ODDS (%) | 1 day ago 73% | 1 day ago 84% |
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Interesting Tickers
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% | +0.02% | ||
| EMR - JEPI | 75% Closely correlated | +0.73% | ||
| CMI - JEPI | 70% Closely correlated | +0.09% | ||
| SYK - JEPI | 69% Closely correlated | +0.14% | ||
| CAT - JEPI | 69% Closely correlated | -0.11% | ||
| VLTO - JEPI | 67% Closely correlated | +0.76% | ||
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JEPQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with SNPS. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then SNPS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPQ | 1D Price Change % | ||
|---|---|---|---|---|
| JEPQ | 100% | -0.36% | ||
| SNPS - JEPQ | 74% Closely correlated | +1.90% | ||
| LRCX - JEPQ | 73% Closely correlated | +0.17% | ||
| AMAT - JEPQ | 71% Closely correlated | +1.40% | ||
| AMZN - JEPQ | 71% Closely correlated | +0.33% | ||
| ASML - JEPQ | 69% Closely correlated | +0.67% | ||
More | ||||