Interact to see
Advertisement
Advertisement
IVVW vs JEPI
IVVW vs JEPI Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
IVVW vs. JEPI commentary
Aug 17, 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 IVVW is a Buy and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.9B vs. IVVW (184M). JEPI has a higher annual dividend yield than IVVW: JEPI (3.606) vs IVVW (2.736). IVVW was incepted earlier than JEPI: IVVW (1 year) vs JEPI (5 years). IVVW (0.25) has a lower expense ratio than JEPI (0.35). JEPI has a higher turnover IVVW (1.00) vs IVVW (1.00).
| IVVW | JEPI | IVVW / JEPI | |
| Gain YTD | 2.736 | 3.606 | 76% |
| Net Assets | 184M | 40.9B | 0% |
| Total Expense Ratio | 0.25 | 0.35 | 71% |
| Turnover | 1.00 | 174.00 | 1% |
| Yield | 15.60 | 8.40 | 186% |
| Fund Existence | 1 year | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IVVW | JEPI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 45% | 3 days ago 77% |
| Stochastic ODDS (%) | 3 days ago 41% | 3 days ago 52% |
| Momentum ODDS (%) | 3 days ago 90% | 3 days ago 76% |
| MACD ODDS (%) | 3 days ago 90% | 3 days ago 76% |
| TrendWeek ODDS (%) | 3 days ago 86% | 3 days ago 80% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 78% |
| Advances ODDS (%) | 4 days ago 86% | 5 days ago 77% |
| Declines ODDS (%) | 17 days ago 58% | 17 days ago 69% |
| BollingerBands ODDS (%) | 3 days ago 63% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 88% | 3 days ago 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECOIX | 10.60 | 0.06 | +0.57% |
| Ecofin Global Renewables Infras Ins | |||
| CSRSX | 66.63 | 0.34 | +0.51% |
| Cohen & Steers Realty Shares L | |||
| FVLAX | 20.45 | -0.04 | -0.20% |
| Fidelity Advisor Value Leaders A | |||
| EGOAX | 19.89 | -0.06 | -0.30% |
| Allspring Large Cap Core A | |||
| NBSRX | 51.89 | -0.27 | -0.52% |
| Neuberger Berman Quality Equity Inv | |||
JEPI and
Correlation & Price change
A.I.dvisor indicates that over the last year, JEPI has been closely correlated with MET. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then MET could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.12% | ||
| MET - JEPI | 78% Closely correlated | -0.76% | ||
| DOV - JEPI | 77% Closely correlated | -1.59% | ||
| CPAY - JEPI | 76% Closely correlated | -0.80% | ||
| EMR - JEPI | 75% Closely correlated | -1.56% | ||
| AMP - JEPI | 75% Closely correlated | -2.07% | ||
More | ||||