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JEPI vs SPY
JEPI vs SPY Comparison Chart
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JEPI vs. SPY commentary
Apr 30, 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 SPY is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPY has more net assets: 570B vs. JEPI (38.3B). JEPI has a higher annual dividend yield than SPY: JEPI (-2.143) vs SPY (-5.135). JEPI was incepted earlier than SPY: JEPI (5 years) vs SPY (32 years). SPY (0.09) has a lower expense ratio than JEPI (0.35). JEPI has a higher turnover SPY (3.00) vs SPY (3.00).
| JEPI | SPY | JEPI / SPY | |
| Gain YTD | -2.143 | -5.135 | 42% |
| Net Assets | 38.3B | 570B | 7% |
| Total Expense Ratio | 0.35 | 0.09 | 370% |
| Turnover | 174.00 | 3.00 | 5,800% |
| Yield | 7.47 | 1.28 | 583% |
| Fund Existence | 5 years | 32 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | SPY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 1 day ago 86% |
| Stochastic ODDS (%) | 2 days ago 59% | 1 day ago 66% |
| Momentum ODDS (%) | 2 days ago 87% | 1 day ago 89% |
| MACD ODDS (%) | 2 days ago 84% | 1 day ago 87% |
| TrendWeek ODDS (%) | 2 days ago 81% | 1 day ago 87% |
| TrendMonth ODDS (%) | 2 days ago 71% | 1 day ago 78% |
| Advances ODDS (%) | 2 days ago 79% | 1 day ago 87% |
| Declines ODDS (%) | 14 days ago 69% | 14 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 83% | 1 day ago 90% |
| Aroon ODDS (%) | 2 days ago 50% | 1 day ago 74% |
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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% | +0.34% | ||
| EMR - JEPI | 75% Closely correlated | +0.56% | ||
| CMI - JEPI | 71% Closely correlated | -0.36% | ||
| CAT - JEPI | 69% Closely correlated | +0.11% | ||
| SYK - JEPI | 68% Closely correlated | +1.21% | ||
| BAC - JEPI | 67% Closely correlated | +0.53% | ||
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