BALI
Price
$30.19
Change
+$0.19 (+0.63%)
Updated
Jul 3 closing price
Net Assets
353.05M
JEPQ
Price
$54.16
Change
+$0.18 (+0.33%)
Updated
Jul 3 closing price
Net Assets
27.99B
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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$30.19
Change+$0.19 (+0.63%)
Volume$93.75K
Net Assets353.05M
JPMorgan Nasdaq Equity Premium Inc ETF
Price$54.16
Change+$0.18 (+0.33%)
Volume$5.12M
Net Assets27.99B
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 06, 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 Hold and JEPQ is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
JEPQ has more net assets: 28B vs. BALI (353M). BALI has a higher annual dividend yield than JEPQ: BALI (4.893) vs JEPQ (1.974). 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 YTD4.8931.974248%
Net Assets353M28B1%
Total Expense Ratio0.350.35100%
Turnover90.00168.0054%
Yield7.9111.2370%
Fund Existence2 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
BALIJEPQ
RSI
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
59%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
71%
Bearish Trend 4 days ago
53%
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
88%
Advances
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
87%
Declines
ODDS (%)
Bearish Trend 17 days ago
63%
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
73%
Aroon
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 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
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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%
+0.62%
JHG - BALI
81%
Closely correlated
+0.47%
AXP - BALI
80%
Closely correlated
+0.77%
TROW - BALI
80%
Closely correlated
+0.19%
PH - BALI
79%
Closely correlated
+1.08%
AMZN - BALI
78%
Closely correlated
+1.59%
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%
+0.33%
AMZN - JEPQ
70%
Closely correlated
+1.59%
MSFT - JEPQ
69%
Closely correlated
+1.58%
AMD - JEPQ
68%
Closely correlated
-0.44%
AVGO - JEPQ
68%
Closely correlated
+1.96%
SNPS - JEPQ
67%
Closely correlated
+4.90%
More