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JEPI vs JEPQ
JEPI vs JEPQ Comparison Chart in %
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JEPI vs. JEPQ commentary
Jun 28, 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 Buy and JEPQ is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.6B vs. JEPQ (27.4B). JEPI has a higher annual dividend yield than JEPQ: JEPI (2.172) vs JEPQ (1.253). 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 | 2.172 | 1.253 | 173% |
| Net Assets | 40.6B | 27.4B | 148% |
| 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 (%) | 2 days ago 58% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 53% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 76% | N/A |
| MACD ODDS (%) | 2 days ago 75% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 89% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 88% |
| Advances ODDS (%) | 5 days ago 79% | 2 days ago 87% |
| Declines ODDS (%) | 10 days ago 70% | N/A |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 85% |
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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% | +0.46% | ||
| EMR - JEPI | 75% Closely correlated | +0.33% | ||
| CMI - JEPI | 70% Closely correlated | +0.47% | ||
| SYK - JEPI | 70% Closely correlated | +0.81% | ||
| CAT - JEPI | 69% Closely correlated | +0.74% | ||
| VLTO - JEPI | 68% Closely correlated | -0.05% | ||
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