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IVVW vs JEPI
IVVW vs JEPI Comparison Chart
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IVVW vs. JEPI commentary
May 18, 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 Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 39.9B vs. IVVW (40.6M). JEPI has a higher annual dividend yield than IVVW: JEPI (0.438) vs IVVW (-3.195). 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 | -3.195 | 0.438 | -729% |
| Net Assets | 40.6M | 39.9B | 0% |
| Total Expense Ratio | 0.25 | 0.35 | 71% |
| Turnover | 1.00 | 174.00 | 1% |
| Yield | 17.27 | 7.79 | 222% |
| Fund Existence | 1 year | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IVVW | JEPI | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 83% | 7 days ago 74% |
| Stochastic ODDS (%) | 5 days ago 46% | 3 days ago 61% |
| Momentum ODDS (%) | 3 days ago 90% | 3 days ago 85% |
| MACD ODDS (%) | 4 days ago 71% | 3 days ago 78% |
| TrendWeek ODDS (%) | 3 days ago 82% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 77% |
| Advances ODDS (%) | 11 days ago 83% | 3 days ago 79% |
| Declines ODDS (%) | 13 days ago 62% | 5 days ago 70% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 3 days ago 82% | 3 days ago 73% |
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Interesting Tickers
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% | +0.50% | ||
| EMR - JEPI | 75% Closely correlated | +0.74% | ||
| CMI - JEPI | 69% Closely correlated | +0.71% | ||
| CAT - JEPI | 69% Closely correlated | +1.08% | ||
| SYK - JEPI | 69% Closely correlated | +0.51% | ||
| PPG - JEPI | 68% Closely correlated | +0.90% | ||
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