JEPI
Price
$57.72
Change
-$0.24 (-0.41%)
Updated
Aug 20 closing price
Net Assets
46.28B
Intraday BUY SELL Signals
SOXY
Price
$89.77
Change
-$0.31 (-0.34%)
Updated
Aug 20, 04:15 PM (EDT)
Net Assets
65M
Intraday BUY SELL Signals
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JEPI vs SOXY

JEPI vs SOXY Comparison Chart in %
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JEPI vs. SOXY commentary
Aug 21, 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 Hold and SOXY is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 46.3B vs. SOXY (65M). SOXY has a higher annual dividend yield than JEPI: SOXY (62.465) vs JEPI (6.161). JEPI was incepted earlier than SOXY: JEPI (6 years) vs SOXY (2 years). JEPI (0.35) has a lower expense ratio than SOXY (1.06). JEPI has a higher turnover SOXY (33.00) vs SOXY (33.00).
JEPISOXYJEPI / SOXY
Gain YTD6.16162.46510%
Net Assets46.3B65M71,231%
Total Expense Ratio0.351.0633%
Turnover172.0033.00521%
Yield7.977.74103%
Fund Existence6 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
JEPISOXY
RSI
ODDS (%)
Bearish Trend 2 days ago
63%
Bullish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
77%
Momentum
ODDS (%)
Bullish Trend 2 days ago
82%
Bearish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
80%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
77%
Bearish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
74%
Bearish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 8 days ago
90%
Declines
ODDS (%)
N/A
Bearish Trend 2 days ago
76%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
82%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bearish Trend 2 days ago
82%
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JEPI
Daily Signal:
Gain/Loss:
SOXY
Daily Signal:
Gain/Loss:
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SOXY and

Correlation & Price change

A.I.dvisor indicates that over the last year, SOXY has been closely correlated with LRCX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOXY jumps, then LRCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOXY
1D Price
Change %
SOXY100%
-1.94%
LRCX - SOXY
87%
Closely correlated
-6.33%
AMAT - SOXY
83%
Closely correlated
-3.53%
ASX - SOXY
81%
Closely correlated
-2.06%
TSM - SOXY
79%
Closely correlated
-0.32%
MPWR - SOXY
77%
Closely correlated
-2.48%
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