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JEPI vs SPXX
JEPI vs SPXX Comparison Chart in %
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JEPI vs. SPXX commentary
Jul 26, 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 SPXX is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41B vs. SPXX (328M). SPXX has a higher annual dividend yield than JEPI: SPXX (5.835) vs JEPI (4.094). JEPI was incepted earlier than SPXX: JEPI (5 years) vs SPXX (20 years). JEPI (0.35) has a lower expense ratio than SPXX (0.89). JEPI has a higher turnover SPXX (17.00) vs SPXX (17.00).
| JEPI | SPXX | JEPI / SPXX | |
| Gain YTD | 4.094 | 5.835 | 70% |
| Net Assets | 41B | 328M | 12,500% |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Turnover | 174.00 | 17.00 | 1,024% |
| Yield | 8.22 | 3.54 | 232% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | SPXX | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 77% |
| Momentum ODDS (%) | 2 days ago 86% | 2 days ago 83% |
| MACD ODDS (%) | 2 days ago 58% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 81% | 2 days ago 83% |
| TrendMonth ODDS (%) | 2 days ago 78% | 2 days ago 82% |
| Advances ODDS (%) | 3 days ago 78% | 4 days ago 84% |
| Declines ODDS (%) | 5 days ago 69% | 11 days ago 77% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 82% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 86% |
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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% | +0.26% | ||
| EMR - JEPI | 75% Closely correlated | +1.91% | ||
| SYK - JEPI | 72% Closely correlated | +1.73% | ||
| CMI - JEPI | 71% Closely correlated | +1.16% | ||
| CAT - JEPI | 70% Closely correlated | +0.98% | ||
| VLTO - JEPI | 70% Closely correlated | +0.01% | ||
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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 % | ||
|---|---|---|---|---|
| SPXX | 100% | +0.61% | ||
| AAPL - SPXX | 15% Poorly correlated | +0.06% | ||
| META - SPXX | 10% Poorly correlated | -0.30% | ||
| MSFT - SPXX | 7% Poorly correlated | +0.55% | ||
| LLY - SPXX | 6% Poorly correlated | +0.90% | ||
| GOOG - SPXX | 1% Poorly correlated | +0.46% | ||
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