JEPI
Price
$56.62
Change
+$0.23 (+0.41%)
Updated
Jul 21, 04:59 PM (EDT)
Net Assets
45B
Intraday BUY SELL Signals
YLDE
Price
$56.80
Change
-$0.04 (-0.07%)
Updated
Jul 21 closing price
Net Assets
167.65M
Intraday BUY SELL Signals
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JEPI vs YLDE

JEPI vs YLDE Comparison Chart in %
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JEPI vs. YLDE commentary
Jul 22, 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 YLDE is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPI has more net assets: 45B vs. YLDE (168M). YLDE has a higher annual dividend yield than JEPI: YLDE (7.625) vs JEPI (2.626). JEPI was incepted earlier than YLDE: JEPI (6 years) vs YLDE (9 years). JEPI (0.35) has a lower expense ratio than YLDE (0.48). JEPI has a higher turnover YLDE (40.00) vs YLDE (40.00).
JEPIYLDEJEPI / YLDE
Gain YTD2.6267.62534%
Net Assets45B168M26,786%
Total Expense Ratio0.350.4873%
Turnover172.0040.00430%
Yield8.115.06160%
Fund Existence6 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
JEPIYLDE
RSI
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
69%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
64%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bearish Trend 2 days ago
58%
Bullish Trend 2 days ago
77%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 6 days ago
75%
Bullish Trend 12 days ago
82%
Declines
ODDS (%)
Bearish Trend 2 days ago
68%
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
87%
Aroon
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
75%
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JEPI
Daily Signal:
Gain/Loss:
YLDE
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 loosely correlated with IR. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some 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%
-0.28%
IR - JEPI
66%
Loosely correlated
-2.50%
AVY - JEPI
61%
Loosely correlated
-1.28%
APH - JEPI
59%
Loosely correlated
-0.46%
DOV - JEPI
59%
Loosely correlated
-2.12%
EMR - JEPI
58%
Loosely correlated
-2.12%
More

YLDE and

Correlation & Price change

A.I.dvisor indicates that over the last year, YLDE has been closely correlated with BLK. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if YLDE jumps, then BLK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To YLDE
1D Price
Change %
YLDE100%
N/A
BLK - YLDE
73%
Closely correlated
-1.69%
BAC - YLDE
63%
Loosely correlated
-1.39%
USB - YLDE
61%
Loosely correlated
N/A
MA - YLDE
59%
Loosely correlated
+0.71%
PPG - YLDE
59%
Loosely correlated
-1.41%
More