IVE
Price
$185.39
Change
+$0.98 (+0.53%)
Updated
May 8, 04:59 PM (EDT)
Net Assets
36.28B
SCHD
Price
$25.77
Change
+$0.12 (+0.47%)
Updated
May 8, 04:59 PM (EDT)
Net Assets
66.62B
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IVE vs SCHD

Header iconIVE vs SCHD Comparison
Open Charts IVE vs SCHDBanner chart's image
iShares S&P 500 Value ETF
Price$185.39
Change+$0.98 (+0.53%)
Volume$2.38K
Net Assets36.28B
Schwab US Dividend Equity ETF™
Price$25.77
Change+$0.12 (+0.47%)
Volume$123.44K
Net Assets66.62B
IVE vs SCHD Comparison Chart
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVE vs. SCHD commentary
May 09, 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 SCHD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 66.6B vs. IVE (36.3B). IVE has a higher annual dividend yield than SCHD: IVE (-3.011) vs SCHD (-4.786). IVE was incepted earlier than SCHD: IVE (25 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than IVE (0.18). IVE has a higher turnover SCHD (29.00) vs SCHD (29.00).
IVESCHDIVE / SCHD
Gain YTD-3.011-4.78663%
Net Assets36.3B66.6B55%
Total Expense Ratio0.180.06300%
Turnover32.0029.00110%
Yield2.074.0351%
Fund Existence25 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IVESCHD
RSI
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
85%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
84%
Bearish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 7 days ago
83%
Bullish Trend 10 days ago
84%
Declines
ODDS (%)
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
76%
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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IVE and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
+0.64%
NTRS - IVE
78%
Closely correlated
+0.79%
RF - IVE
77%
Closely correlated
+0.34%
TFC - IVE
77%
Closely correlated
-0.67%
HBAN - IVE
77%
Closely correlated
+0.54%
BLK - IVE
77%
Closely correlated
+0.59%
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