MA vs JEPI Stock Comparison
Mastercard Incorporated vs JPMorgan Equity Premium Income ETF
JEPI leads
JEPI leads by 11 AIQ points, primarily on Quality and Risk Resilience, but the lead has narrowed from 17 points over 30 sessions.
Fragile: 3 of 4 evidence groups support JEPI, its lead is narrowing, and its current signal state is conflicted.
Mastercard Incorporated
JPMorgan Equity Premium Income ETF
The Algovestiq AIQ Score currently favors JEPI over MA, 56 versus 45 as of Sep 2, 2026. JEPI's advantage is driven primarily by stronger quality and risk resilience, while MA holds the stronger momentum profile. JEPI also shows the weaker technical structure relative to its 50-day moving average. 3 of 4 covered evidence groups favor JEPI today, and the comparison is rated Fragile on stability: the leader's advantage has been narrowing. JEPI lead: Weakening — the AIQ differential moved from 17 to 11 points over 30 sessions.
Compare Mastercard Incorporated and JPMorgan Equity Premium Income ETF across the Algovestiq AIQ Score, valuation, quality, momentum, risk, technicals and analyst expectations.
AIQ Factor Divergence
Where the two separate, on the four dimensions behind the AIQ Score. Bars read outward from a shared zero: further from the centre is a wider gap.
- Quality30%32 vs 68JEPI +36
- Momentum25%78 vs 55MA +23
- Risk Resilience15%60 vs 75JEPI +15
- Value30%24 vs 36JEPI +12
3 of 4 evidence groups favor JEPI. JEPI’s edge is concentrated in quality and risk resilience; MA keeps a meaningful momentum edge.
What changed since the last close
Latest scored session 2026-09-01, compared against the prior scored session 2026-08-31.
No factor moved materially.
No new signals fired.
No factor moved materially.
No new signals fired.
JEPI's lead was unchanged in the latest snapshot.
Deeper signal detail for each name lives on its own signals page — MA and JEPI both carry a full feed there.
The central trade-off
JEPI (JPMorgan Equity Premium Income ETF): the stronger current systematic profile, led by quality and risk resilience.
MA (Mastercard Incorporated): the counter-case, on momentum, technicals — but at materially higher volatility, 19.5% against 4.3%.
Which one fits your objective
The same two names rank differently depending on what you are optimizing for. All six reads are shown at once — none of them is hidden behind a toggle.
Balanced
JEPIJEPI on the overall AIQ Score, which weights Quality and Value at 30% each.
Growth
EvenGrowth figures are not covered for both names.
Value
JEPIJEPI on the peer-relative Value factor, by 12 points.
Momentum
MAMA on the Momentum factor, by 23 points.
Lower downside
JEPIJEPI on Risk Resilience, by 15 points.
Analyst upside
EvenAnalyst targets are level or not covered for both names.
AIQ vs Wall Street
Where the systematic read and the analyst consensus line up — and where they do not.
| Measure | MA | JEPI | Note |
|---|---|---|---|
| Implied upside to target | +10.5% | — | Level |
| Target dispersion | +28.6% | — | Lower is tighter analyst agreement |
| Consensus | Buy | — | Context, not a primary driver |
| Analysts covering | 16 | — | Higher coverage generally improves confidence |
Analyst targets are expectations, not predictions. Dispersion matters as much as the midpoint.
AIQ Agreement Matrix
3 of 4 covered evidence groups favor JEPI. A wide gap backed by one group is a weaker case than a narrow gap backed by five.
| Evidence group | Favors | Reading |
|---|---|---|
| AIQ Score | JEPI | 45 vs 56 |
| Fundamentals | Not covered | Not covered |
| Valuation | JEPI | Value 24 vs 36 |
| Technicals | MA | Price vs 50-day 6.9% vs 0.2%; vs 200-day 11.3% vs 0.3% |
| Risk Resilience | JEPI | Risk Resilience 60 vs 75 |
| Analyst expectations | Not covered | Not covered |
✓ agrees with the overall verdict · ✕ points the other way. Groups marked “not covered” lack data on one or both of MA and JEPI and are excluded from the count.
AIQ Decision Stability
The conclusion is sensitive to small changes. Treat the lead as provisional and watch the flip conditions below.
- The AIQ gap is moderate at 11 points.
- The leader's advantage has been narrowing. (argues the conclusion is provisional)
- The leader is throwing conflicting signals. (argues the conclusion is provisional)
- Signal direction runs against the verdict: the leader is net-bearish while the laggard is net-bullish. (argues the conclusion is provisional)
Stability combines the score gap, how broadly the evidence agrees, how steady the lead has been across daily snapshots, the current signal state on both names, and analyst dispersion on JEPI.
How the comparison changed
120 daily snapshots · Apr 20 – Sep 1JEPI lead: Weakening — the AIQ differential moved from 17 to 11 points over 30 sessions.
- Today
- JEPI +11
- 45 vs 56
- 7 sessions ago
- JEPI +12
- 47 vs 59
- 30 sessions ago
- JEPI +17
- 44 vs 61
- 90 sessions ago
- JEPI +14
- 41 vs 55
The lead has not changed hands in this window.
AIQ Signal Divergence
Only the signals that bear on the head-to-head. A conflicted name is carrying bullish and bearish rules at the same time — the technical evidence is not pointing one way.
5 bullish / 0 bearish
- Golden Cross Active — bullish, trend, long horizon (3.86%)
- EMA Ribbon Expansion Bullish — bullish, trend, medium horizon
- 52-Week High Proximity — bullish, risk, long horizon (1.1%)
1 bullish / 2 bearish / 1 neutral, conflicted
- Death Cross Active — bearish, trend, long horizon (0.35%)
- EMA Ribbon Expansion Bullish — bullish, trend, medium horizon
- ATR Contraction - Coiling — neutral, volatility, short horizon (0.50%)
JEPI leads the comparison while carrying a conflicted signal state, which is one reason the stability rating is not higher.
Price vs model alignment
Whether the latest session's price move confirms what the model did over the same session, or contradicts it.
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price +1.22%, AIQ 0 points).
Neither the price nor the AIQ Score moved enough in the latest session to confirm or contradict the other (price +0.35%, AIQ 0 points).
What would flip this result
A state, not a forecast. These are the specific, observable changes that would reverse the verdict — not a price prediction.
- 1MA closes the Quality gap — currently 36 points behind, the largest single contributor to JEPI's edge.
- 2MA's existing bullish trend signals translate into factor-score gains — the rules are already firing, but the scores have not yet followed.
- 3JEPI's conflicting signal state resolves bearish — it currently carries 1 bullish and 2 bearish rules at once.
- 4The narrowing continues — the lead has already given back 6 points over 30 sessions, and a further 11-point move would eliminate JEPI's advantage entirely.
The full evidence
Every number behind the verdict. The leader is called above each group so you are not left to solve it from the table.
Fundamentals
Split| Metric | MA | JEPI |
|---|---|---|
| Revenue growth (YoY) | 10.5% | — |
| EPS growth (YoY) | 14.5% | — |
| Gross margin | 82.7% | — |
| Operating margin | 59.4% | — |
| Return on equity | 232.5% | — |
| Debt to equity | 4.39 | — |
Technicals
MA has the stronger structure| Metric | MA | JEPI |
|---|---|---|
| RSI (14) | 68.6 | 42.7 |
| ADX (14) | 37.4 | 20.1 |
| Price vs 50-day | 6.9% | 0.2% |
| Price vs 200-day | 11.3% | 0.3% |
| Volatility (1M, annualized) | 19.5% | 4.3% |
Risk
JEPI is the more resilient| Metric | MA | JEPI |
|---|---|---|
| Beta | 0.28 | 0.41 |
| Sharpe ratio | -0.07 | -0.36 |
| Sortino ratio | -0.11 | -0.51 |
| Max drawdown | -21.2% | -7.7% |
| Current drawdown | -1.8% | -4% |
| Annualized volatility | 22.6% | 8.4% |
| Value at risk (95%) | -2.1% | -0.9% |
Straight answers
Each answer is regenerated from the current snapshot, not written once and left to age.
Which is better, MA or JEPI?
On the Algovestiq AIQ Score, JEPI is the stronger of the two as of Sep 2, 2026, scoring 56 against MA's 45. The edge comes from quality and risk resilience. MA is not without a case — it holds the better momentum profile, which matters more if that is the objective you are optimizing for. This is a systematic score, not a recommendation: it ranks the two on the same evidence, it does not know your holding period or tax position.
Is MA or JEPI the better buy right now?
JEPI carries the stronger systematic profile as of Sep 2, 2026, and the comparison is rated Fragile — 3 of 4 covered evidence groups agree. A Fragile rating means the conclusion is sensitive: the leader's advantage has been narrowing. Treat the lead as provisional.
Why does the AIQ Score favor JEPI over MA?
The composite weights Quality at 30%, Value at 30%, Momentum at 25% and Risk Resilience at 15%. JEPI leads Quality by 36 points; MA leads Momentum by 23 points; JEPI leads Risk Resilience by 15 points. Where the two split, the factor with the larger weight carries the result.
Which has more analyst upside, MA or JEPI?
Analyst price targets imply +10.5% upside for MA and not covered for JEPI. The model and the Street agree here, which is a broader base of evidence than either alone. Analyst targets are expectations, not predictions, and dispersion matters as much as the midpoint.
Which is better value, MA or JEPI?
JEPI is the better-valued of the two on the peer-relative Value factor. JEPI on the peer-relative Value factor, by 12 points. The Value factor reads valuation relative to sector peers and to the company's own fundamental quality, so it is not the same as simply having the lower multiple.
Which has stronger growth, MA or JEPI?
Growth figures are not covered for both names. Growth here is measured on reported revenue and earnings, not on forward estimates — it describes what the businesses have delivered, not what the Street expects next.
Which has stronger momentum, MA or JEPI?
MA on the Momentum factor, by 23 points. Momentum carries 25% of the AIQ composite. It has documented persistence over three- to twelve-month horizons, which makes it a timing input rather than a reason to hold something indefinitely.
Which is riskier, MA or JEPI?
JEPI is the more resilient of the two, so the other name carries the higher downside risk. JEPI on Risk Resilience, by 15 points. The Risk Resilience factor weights 15% of the composite; position sizing usually responds to it more usefully than the buy/avoid decision does.
Is MA more profitable than JEPI?
Margin data is not comparable for both names in the current snapshot.
Is JEPI's lead over MA getting stronger or weaker?
JEPI lead: Weakening — the AIQ differential moved from 17 to 11 points over 30 sessions. This is measured from 120 daily comparison snapshots between 2026-04-20 and 2026-09-01. The lead has not changed hands in that window.
What would change the MA vs JEPI verdict?
The result is a state, not a forecast, so it changes when the underlying evidence changes. Concretely: MA closes the Quality gap — currently 36 points behind, the largest single contributor to JEPI's edge; MA's existing bullish trend signals translate into factor-score gains — the rules are already firing, but the scores have not yet followed; JEPI's conflicting signal state resolves bearish — it currently carries 1 bullish and 2 bearish rules at once; the narrowing continues — the lead has already given back 6 points over 30 sessions, and a further 11-point move would eliminate JEPI's advantage entirely.
What do the current signals say about MA and JEPI?
MA: 5 bullish / 0 bearish. JEPI: 1 bullish / 2 bearish / 1 neutral, conflicted. A conflicted state means bullish and bearish rules are active on the same name at once — the technical evidence is not pointing one way, and a decision taken on it carries more timing risk. The most decision-relevant rule on MA is Golden Cross Active (bullish, long horizon). On JEPI it is Death Cross Active (bearish, long horizon).
Compare MA and JEPI with others
How this comparison is scored
The Algovestiq AIQ Score composites four factors — Quality (30%), Value (30%), Momentum (25%) and Risk (15%). Sentiment is reported separately as SentimentPulse and is not folded into the composite. Scores refresh every trading day, and this page regenerates from the latest snapshot rather than being written once.
The verdict names a leader, states how broadly six independent evidence groups agree, and rates how durable that conclusion is given the score gap, its recent trajectory and the current signal state on both names.
How to use side-by-side comparison →This comparison is informational and educational, not investment advice. AIQ scores update daily; re-check after earnings, guidance or macro data that materially changes either name’s factor profile.