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JPEF vs SPY
JPEF vs SPY Comparison
Open Charts JPEF vs SPY
JPMorgan Equity Focus ETF
Price$71.19
Change+$0.24 (+0.34%)
Volume$61.88K
Net Assets1.6B
SPDR® S&P 500® ETF
Price$637.10
Change+$2.68 (+0.42%)
Volume$56.87M
Net Assets658.5B
JPEF vs SPY Comparison Chart in %
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JPEF vs. SPY commentary
Jul 27, 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 JPEF is a Hold and SPY is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPY has more net assets: 659B vs. JPEF (1.6B). SPY has a higher annual dividend yield than JPEF: SPY (9.355) vs JPEF (6.080). JPEF was incepted earlier than SPY: JPEF (14 years) vs SPY (33 years). SPY (0.09) has a lower expense ratio than JPEF (0.50). JPEF has a higher turnover SPY (3.00) vs SPY (3.00).
| JPEF | SPY | JPEF / SPY | |
| Gain YTD | 6.080 | 9.355 | 65% |
| Net Assets | 1.6B | 659B | 0% |
| Total Expense Ratio | 0.50 | 0.09 | 529% |
| Turnover | 41.00 | 3.00 | 1,367% |
| Yield | 0.68 | 1.16 | 59% |
| Fund Existence | 14 years | 33 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| JPEF | SPY | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 57% | 3 days ago 72% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 81% | N/A |
| MACD ODDS (%) | 3 days ago 77% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 87% | 3 days ago 87% |
| TrendMonth ODDS (%) | 3 days ago 87% | 3 days ago 86% |
| Advances ODDS (%) | 11 days ago 85% | 3 days ago 87% |
| Declines ODDS (%) | 20 days ago 70% | 20 days ago 75% |
| BollingerBands ODDS (%) | 3 days ago 53% | 3 days ago 72% |
| Aroon ODDS (%) | 3 days ago 89% | 3 days ago 82% |
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JPEF and
Correlation & Price change
A.I.dvisor indicates that over the last year, JPEF has been closely correlated with MS. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if JPEF jumps, then MS could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To JPEF | 1D Price Change % | ||
|---|---|---|---|---|
| JPEF | 100% | +0.34% | ||
| MS - JPEF | 80% Closely correlated | +0.36% | ||
| AMZN - JPEF | 79% Closely correlated | -0.34% | ||
| ADI - JPEF | 78% Closely correlated | +0.64% | ||
| META - JPEF | 77% Closely correlated | -0.30% | ||
| MSFT - JPEF | 75% Closely correlated | +0.55% | ||
More | ||||
SPY and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPY has been loosely correlated with MSFT. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if SPY jumps, then MSFT could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SPY | 1D Price Change % | ||
|---|---|---|---|---|
| SPY | 100% | +0.42% | ||
| MSFT - SPY | 63% Loosely correlated | +0.55% | ||
| AAPL - SPY | 62% Loosely correlated | +0.06% | ||
| AVGO - SPY | 62% Loosely correlated | +0.57% | ||
| AMZN - SPY | 60% Loosely correlated | -0.34% | ||
| META - SPY | 59% Loosely correlated | -0.30% | ||
More | ||||