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JEPI vs YLDE
JEPI vs YLDE Comparison Chart
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JEPI vs. YLDE commentary
Jun 16, 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 Hold and YLDE is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
JEPI has more net assets: 40.1B vs. YLDE (106M). YLDE has a higher annual dividend yield than JEPI: YLDE (3.655) vs JEPI (1.054). JEPI was incepted earlier than YLDE: JEPI (5 years) vs YLDE (8 years). JEPI (0.35) has a lower expense ratio than YLDE (0.47). JEPI has a higher turnover YLDE (17.00) vs YLDE (17.00).
| JEPI | YLDE | JEPI / YLDE | |
| Gain YTD | 1.054 | 3.655 | 29% |
| Net Assets | 40.1B | 106M | 37,830% |
| Total Expense Ratio | 0.35 | 0.47 | 74% |
| Turnover | 174.00 | 17.00 | 1,024% |
| Yield | 8.01 | 2.17 | 369% |
| Fund Existence | 5 years | 8 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JEPI | YLDE | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | N/A |
| Stochastic ODDS (%) | 3 days ago 54% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 84% | 3 days ago 80% |
| MACD ODDS (%) | 3 days ago 83% | 3 days ago 80% |
| TrendWeek ODDS (%) | 3 days ago 81% | 3 days ago 82% |
| TrendMonth ODDS (%) | 3 days ago 77% | 3 days ago 81% |
| Advances ODDS (%) | 27 days ago 79% | 27 days ago 81% |
| Declines ODDS (%) | 25 days ago 71% | 25 days ago 69% |
| BollingerBands ODDS (%) | N/A | 3 days ago 59% |
| Aroon ODDS (%) | 3 days ago 74% | 3 days ago 75% |
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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% | -0.71% | ||
| EMR - JEPI | 75% Closely correlated | -0.93% | ||
| CMI - JEPI | 70% Closely correlated | -1.60% | ||
| SYK - JEPI | 70% Closely correlated | -0.84% | ||
| CAT - JEPI | 70% Closely correlated | -1.08% | ||
| PPG - JEPI | 68% Closely correlated | -5.11% | ||
More | ||||
YLDE and
Correlation & Price change
A.I.dvisor indicates that over the last year, YLDE has been closely correlated with LIN. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if YLDE jumps, then LIN could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To YLDE | 1D Price Change % | ||
|---|---|---|---|---|
| YLDE | 100% | -0.82% | ||
| LIN - YLDE | 74% Closely correlated | -0.97% | ||
| TEL - YLDE | 70% Closely correlated | -2.04% | ||
| HD - YLDE | 66% Closely correlated | -2.34% | ||
| HON - YLDE | 63% Loosely correlated | -0.78% | ||
| PPG - YLDE | 63% Loosely correlated | -5.11% | ||
More | ||||