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JEPI vs SCHD
JEPI vs SCHD Comparison Chart
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VS
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JEPI vs. SCHD commentary
Jun 07, 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 SCHD is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 68.2B vs. JEPI (39.8B). JEPI has a higher annual dividend yield than SCHD: JEPI (1.036) vs SCHD (-1.979). JEPI was incepted earlier than SCHD: JEPI (5 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than JEPI (0.35). JEPI has a higher turnover SCHD (29.00) vs SCHD (29.00).
| JEPI | SCHD | JEPI / SCHD | |
| Gain YTD | 1.036 | -1.979 | -52% |
| Net Assets | 39.8B | 68.2B | 58% |
| Total Expense Ratio | 0.35 | 0.06 | 583% |
| Turnover | 174.00 | 29.00 | 600% |
| Yield | 8.01 | 3.97 | 202% |
| Fund Existence | 5 years | 14 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | SCHD | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 77% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 86% |
| MACD ODDS (%) | 1 day ago 81% | N/A |
| TrendWeek ODDS (%) | 1 day ago 81% | 1 day ago 86% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 84% |
| Advances ODDS (%) | 1 day ago 79% | 5 days ago 84% |
| Declines ODDS (%) | 16 days ago 71% | 3 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 58% | 1 day ago 85% |
| Aroon ODDS (%) | 1 day ago 73% | 1 day ago 84% |
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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% | +0.47% | ||
| EMR - JEPI | 75% Closely correlated | +0.82% | ||
| CMI - JEPI | 70% Closely correlated | +1.07% | ||
| SYK - JEPI | 70% Closely correlated | +0.21% | ||
| CAT - JEPI | 69% Closely correlated | +1.26% | ||
| VLTO - JEPI | 67% Closely correlated | +0.60% | ||
More | ||||
SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | +1.18% | ||
| APAM - SCHD | 74% Closely correlated | +1.12% | ||
| BLK - SCHD | 74% Closely correlated | +0.36% | ||
| RF - SCHD | 73% Closely correlated | +3.42% | ||
| BEN - SCHD | 73% Closely correlated | +0.55% | ||
| HBAN - SCHD | 73% Closely correlated | +3.05% | ||
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