JEPI
Price
$54.85
Change
+$0.64 (+1.18%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
37.33B
SPXX
Price
$16.22
Change
+$0.15 (+0.93%)
Updated
Apr 24, 04:55 PM (EDT)
Net Assets
294.9M
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JEPI vs SPXX

Header iconJEPI vs SPXX Comparison
Open Charts JEPI vs SPXXBanner chart's image
JPMorgan Equity Premium Income ETF
Price$54.85
Change+$0.64 (+1.18%)
Volume$19.4K
Net Assets37.33B
Nuveen S&P 500 Dynamic Overwrite Fund
Price$16.22
Change+$0.15 (+0.93%)
Volume$100
Net Assets294.9M
JEPI vs SPXX Comparison Chart
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPXX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
JEPI vs. SPXX commentary
Apr 25, 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 SPXX is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 37.3B vs. SPXX (295M). JEPI has a higher annual dividend yield than SPXX: JEPI (-4.037) vs SPXX (-7.630). JEPI was incepted earlier than SPXX: JEPI (5 years) vs SPXX (19 years). JEPI (0.35) has a lower expense ratio than SPXX (0.89). JEPI has a higher turnover SPXX (21.00) vs SPXX (21.00).
JEPISPXXJEPI / SPXX
Gain YTD-4.037-7.63053%
Net Assets37.3B295M12,644%
Total Expense Ratio0.350.8939%
Turnover174.0021.00829%
Yield7.470.591,262%
Fund Existence5 years19 years-
TECHNICAL ANALYSIS
Technical Analysis
JEPISPXX
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
85%
Momentum
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 2 days ago
76%
Advances
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
84%
Declines
ODDS (%)
Bearish Trend 9 days ago
69%
Bearish Trend 4 days ago
78%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
87%
Aroon
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
72%
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPXX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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 %
JEPI100%
+0.71%
EMR - JEPI
75%
Closely correlated
+1.28%
CMI - JEPI
71%
Closely correlated
+1.63%
CAT - JEPI
69%
Closely correlated
+1.58%
SYK - JEPI
68%
Closely correlated
+2.58%
BAC - JEPI
66%
Closely correlated
+1.12%
More

SPXX and

Correlation & Price change

A.I.dvisor tells us that SPXX and AAPL have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SPXX and AAPL's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPXX
1D Price
Change %
SPXX100%
+2.36%
AAPL - SPXX
15%
Poorly correlated
+2.43%
META - SPXX
10%
Poorly correlated
+4.00%
MSFT - SPXX
7%
Poorly correlated
+2.06%
LLY - SPXX
6%
Poorly correlated
+0.23%
GOOG - SPXX
1%
Poorly correlated
+2.48%
More