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IVVW vs JEPI
IVVW vs JEPI Comparison Chart in %
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IVVW vs. JEPI commentary
Oct 19, 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 Hold and JEPI is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.9B vs. IVVW (193M). IVVW has a higher annual dividend yield than JEPI: IVVW (6.796) vs JEPI (5.256). IVVW was incepted earlier than JEPI: IVVW (2 years) 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 | 6.796 | 5.256 | 129% |
| Net Assets | 193M | 40.9B | 0% |
| Total Expense Ratio | 0.25 | 0.35 | 71% |
| Turnover | 1.00 | 172.00 | 1% |
| Yield | 15.62 | 8.37 | 187% |
| Fund Existence | 2 years | 5 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IVVW | JEPI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 47% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 59% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 38% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 88% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 77% |
| Advances ODDS (%) | 4 days ago 88% | 5 days ago 77% |
| Declines ODDS (%) | 24 days ago 54% | 3 days ago 67% |
| BollingerBands ODDS (%) | 6 days ago 78% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 76% |
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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 AXP. 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 AXP could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.62% | ||
| AXP - JEPI | 78% Closely correlated | +7.27% | ||
| MET - JEPI | 77% Closely correlated | +0.80% | ||
| DOV - JEPI | 77% Closely correlated | +0.22% | ||
| CPAY - JEPI | 76% Closely correlated | +2.87% | ||
| AMP - JEPI | 74% Closely correlated | +0.54% | ||
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