IVE
Price
$191.54
Change
+$1.64 (+0.86%)
Updated
Jun 6, 04:59 PM (EDT)
Net Assets
38B
IWX
Price
$82.61
Change
+$0.78 (+0.95%)
Updated
Jun 6, 04:59 PM (EDT)
Net Assets
2.67B
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IVE vs IWX

Header iconIVE vs IWX Comparison
Open Charts IVE vs IWXBanner chart's image
iShares S&P 500 Value ETF
Price$191.54
Change+$1.64 (+0.86%)
Volume$1.77K
Net Assets38B
iShares Russell Top 200 Value ETF
Price$82.61
Change+$0.78 (+0.95%)
Volume$362
Net Assets2.67B
IVE vs IWX Comparison Chart
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVE vs. IWX commentary
Jun 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 IVE is a Buy and IWX is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 38B vs. IWX (2.67B). IWX has a higher annual dividend yield than IVE: IWX (3.907) vs IVE (-0.123). IVE was incepted earlier than IWX: IVE (25 years) vs IWX (16 years). IVE (0.18) has a lower expense ratio than IWX (0.20). IVE has a higher turnover IWX (14.00) vs IWX (14.00).
IVEIWXIVE / IWX
Gain YTD-0.1233.907-3%
Net Assets38B2.67B1,425%
Total Expense Ratio0.180.2090%
Turnover32.0014.00229%
Yield2.011.83110%
Fund Existence25 years16 years-
TECHNICAL ANALYSIS
Technical Analysis
IVEIWX
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
84%
MACD
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 2 days ago
75%
Bearish Trend 2 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
81%
Aroon
ODDS (%)
Bullish Trend 2 days ago
78%
Bullish Trend 2 days ago
78%
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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IWX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWX has been closely correlated with PH. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWX jumps, then PH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWX
1D Price
Change %
IWX100%
-0.13%
PH - IWX
78%
Closely correlated
-0.48%
TFC - IWX
77%
Closely correlated
+0.30%
LIN - IWX
75%
Closely correlated
-0.74%
SPGI - IWX
74%
Closely correlated
+0.35%
BAC - IWX
73%
Closely correlated
+0.05%
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