Interact to see
Advertisement
Advertisement
JEPI vs SCHD
JEPI vs SCHD Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
JEPI vs. SCHD commentary
Oct 12, 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 Hold and SCHD is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 69.2B vs. JEPI (40.4B). JEPI has a higher annual dividend yield than SCHD: JEPI (3.664) vs SCHD (-0.066). 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 | 3.664 | -0.066 | -5,547% |
| Net Assets | 40.4B | 69.2B | 58% |
| Total Expense Ratio | 0.35 | 0.06 | 583% |
| Turnover | 174.00 | 29.00 | 600% |
| Yield | 8.37 | 3.79 | 221% |
| Fund Existence | 5 years | 14 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | SCHD | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 90% | 3 days ago 90% |
| Stochastic ODDS (%) | 3 days ago 64% | 3 days ago 85% |
| Momentum ODDS (%) | 3 days ago 74% | 3 days ago 78% |
| MACD ODDS (%) | 3 days ago 58% | 3 days ago 72% |
| TrendWeek ODDS (%) | 3 days ago 67% | 3 days ago 72% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 77% |
| Advances ODDS (%) | 12 days ago 77% | 12 days ago 84% |
| Declines ODDS (%) | 3 days ago 68% | 3 days ago 71% |
| BollingerBands ODDS (%) | 3 days ago 77% | 3 days ago 88% |
| Aroon ODDS (%) | 3 days ago 75% | 3 days ago 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMZ | 13.39 | 0.80 | +6.35% |
| Direxion Daily TSM Bear 1X Shares | |||
| DJIA | 21.62 | -0.29 | -1.32% |
| Global X Dow 30 Covered Call ETF | |||
| GSIB | 45.72 | -0.91 | -1.96% |
| Themes Global Systemically Imp Bks ETF | |||
| KIO | 12.04 | -0.31 | -2.50% |
| KKR Income OPPORTUNITIES FUND | |||
| BKLC | 125.44 | -3.48 | -2.70% |
| BNY Mellon US Large Cap Core Equity ETF | |||
SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with FITB. 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 FITB could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | -1.70% | ||
| FITB - SCHD | 74% Closely correlated | -5.30% | ||
| BEN - SCHD | 73% Closely correlated | -4.06% | ||
| TROW - SCHD | 73% Closely correlated | -4.32% | ||
| USB - SCHD | 73% Closely correlated | -3.86% | ||
| SLB - SCHD | 73% Closely correlated | -4.26% | ||
More | ||||