JEPI
Price
$56.16
Change
+$0.09 (+0.16%)
Updated
Jun 26 closing price
Net Assets
44.3B
Intraday BUY SELL Signals
SCHD
Price
$32.09
Change
+$0.13 (+0.41%)
Updated
Jun 26 closing price
Net Assets
95.93B
Intraday BUY SELL Signals
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JEPI vs SCHD

JEPI vs SCHD Comparison Chart in %
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JEPI vs. SCHD commentary
Jun 27, 2026

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 SCHD is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 95.9B vs. JEPI (44.3B). SCHD has a higher annual dividend yield than JEPI: SCHD (18.916) vs JEPI (1.507). JEPI was incepted earlier than SCHD: JEPI (6 years) vs SCHD (15 years). SCHD (0.06) has a lower expense ratio than JEPI (0.35). JEPI has a higher turnover SCHD (30.00) vs SCHD (30.00).
JEPISCHDJEPI / SCHD
Gain YTD1.50718.9168%
Net Assets44.3B95.9B46%
Total Expense Ratio0.350.06583%
Turnover172.0030.00573%
Yield8.453.25260%
Fund Existence6 years15 years-
TECHNICAL ANALYSIS
Technical Analysis
JEPISCHD
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
76%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
84%
Momentum
ODDS (%)
Bullish Trend 2 days ago
81%
Bearish Trend 2 days ago
63%
MACD
ODDS (%)
Bullish Trend 2 days ago
79%
Bearish Trend 2 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
77%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
72%
Bearish Trend 2 days ago
76%
Advances
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
84%
Declines
ODDS (%)
Bearish Trend 5 days ago
68%
Bearish Trend 10 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
48%
Bullish Trend 2 days ago
79%
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JEPI
Daily Signal:
Gain/Loss:
SCHD
Daily Signal:
Gain/Loss:
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JEPI and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPI has been closely correlated with IR. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then IR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPI
1D Price
Change %
JEPI100%
+0.16%
IR - JEPI
66%
Closely correlated
-0.40%
AVY - JEPI
61%
Loosely correlated
+0.70%
DOV - JEPI
60%
Loosely correlated
-2.07%
EMR - JEPI
60%
Loosely correlated
-1.27%
APH - JEPI
59%
Loosely correlated
-0.87%
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