BALI
Price
$30.74
Change
+$0.09 (+0.29%)
Updated
Jul 25 closing price
Net Assets
361.73M
JEPQ
Price
$55.02
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
28.5B
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BALI vs JEPQ

Header iconBALI vs JEPQ Comparison
Open Charts BALI vs JEPQBanner chart's image
iShares Advantage Large Cap Income ETF
Price$30.74
Change+$0.09 (+0.29%)
Volume$51.76K
Net Assets361.73M
JPMorgan Nasdaq Equity Premium Inc ETF
Price$55.02
Change-$0.00 (-0.00%)
Volume$140.85K
Net Assets28.5B
BALI vs JEPQ Comparison Chart in %
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BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPQ
Daily Signalchanged days ago
Gain/Loss if bought
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BALI vs. JEPQ commentary
Jul 27, 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 BALI is a StrongBuy and JEPQ is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 28.5B vs. BALI (362M). BALI has a higher annual dividend yield than JEPQ: BALI (6.813) vs JEPQ (3.593). BALI was incepted earlier than JEPQ: BALI (2 years) vs JEPQ (3 years). BALI (0.35) and JEPQ (0.35) have comparable expense ratios . JEPQ has a higher turnover BALI (90.00) vs BALI (90.00).
BALIJEPQBALI / JEPQ
Gain YTD6.8133.593190%
Net Assets362M28.5B1%
Total Expense Ratio0.350.35100%
Turnover90.00168.0054%
Yield7.9111.2370%
Fund Existence2 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPQ
RSI
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
44%
Bearish Trend 3 days ago
63%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bearish Trend 3 days ago
66%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
89%
Advances
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
87%
Declines
ODDS (%)
Bearish Trend 17 days ago
63%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
73%
Aroon
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
85%
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BALI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPQ
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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BALI and

Correlation & Price change

A.I.dvisor indicates that over the last year, BALI has been closely correlated with JHG. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if BALI jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BALI
1D Price
Change %
BALI100%
+0.30%
JHG - BALI
81%
Closely correlated
+0.19%
PH - BALI
80%
Closely correlated
+1.26%
AXP - BALI
80%
Closely correlated
+1.09%
TROW - BALI
79%
Closely correlated
-0.59%
MS - BALI
78%
Closely correlated
+0.36%
More

JEPQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPQ has been closely correlated with AMZN. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPQ jumps, then AMZN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPQ
1D Price
Change %
JEPQ100%
N/A
AMZN - JEPQ
70%
Closely correlated
-0.34%
MSFT - JEPQ
69%
Closely correlated
+0.55%
AMD - JEPQ
68%
Closely correlated
+2.68%
AVGO - JEPQ
68%
Closely correlated
+0.57%
SNPS - JEPQ
67%
Closely correlated
-1.33%
More