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JEPI vs SPXX
JEPI vs SPXX Comparison Chart in %
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JEPI vs. SPXX commentary
Sep 07, 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 JEPI is a Buy and SPXX is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 41.2B vs. SPXX (337M). SPXX has a higher annual dividend yield than JEPI: SPXX (6.421) vs JEPI (4.443). JEPI was incepted earlier than SPXX: JEPI (5 years) vs SPXX (20 years). JEPI (0.35) has a lower expense ratio than SPXX (0.89). JEPI has a higher turnover SPXX (17.00) vs SPXX (17.00).
| JEPI | SPXX | JEPI / SPXX | |
| Gain YTD | 4.443 | 6.421 | 69% |
| Net Assets | 41.2B | 337M | 12,226% |
| Total Expense Ratio | 0.35 | 0.89 | 39% |
| Turnover | 174.00 | 17.00 | 1,024% |
| Yield | 8.42 | 3.42 | 246% |
| Fund Existence | 5 years | 20 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | SPXX | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 75% | N/A |
| Stochastic ODDS (%) | 3 days ago 62% | 3 days ago 69% |
| Momentum ODDS (%) | 3 days ago 79% | 3 days ago 87% |
| MACD ODDS (%) | 3 days ago 62% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 85% |
| TrendMonth ODDS (%) | 3 days ago 78% | 3 days ago 84% |
| Advances ODDS (%) | 3 days ago 78% | 4 days ago 85% |
| Declines ODDS (%) | 5 days ago 69% | 6 days ago 75% |
| BollingerBands ODDS (%) | 5 days ago 83% | 3 days ago 71% |
| Aroon ODDS (%) | 3 days ago 75% | 3 days ago 84% |
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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.
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1W
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6M
1Y
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| Ticker / NAME | Correlation To JEPI | 1D Price Change % | ||
|---|---|---|---|---|
| JEPI | 100% | +0.04% | ||
| MET - JEPI | 78% Closely correlated | -2.74% | ||
| DOV - JEPI | 77% Closely correlated | -0.34% | ||
| CPAY - JEPI | 76% Closely correlated | -1.03% | ||
| EMR - JEPI | 75% Closely correlated | -0.41% | ||
| AMP - JEPI | 75% Closely correlated | -4.42% | ||
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