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IVE vs SCHD
IVE vs SCHD Comparison
Open Charts IVE vs SCHD
iShares S&P 500 Value ETF
Price$191.29
Change+$0.96 (+0.50%)
Volume$596.67K
Net Assets37.26B
Schwab US Dividend Equity ETF™
Price$27.87
Change-$0.00 (-0.00%)
Volume$11.92M
Net Assets70.74B
IVE vs SCHD Comparison Chart
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IVE vs. SCHD commentary
Apr 03, 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 Hold and SCHD is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 70.7B vs. IVE (37.3B). SCHD has a higher annual dividend yield than IVE: SCHD (2.933) vs IVE (0.608). IVE was incepted earlier than SCHD: IVE (25 years) vs SCHD (13 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).
| IVE | SCHD | IVE / SCHD | |
| Gain YTD | 0.608 | 2.933 | 21% |
| Net Assets | 37.3B | 70.7B | 53% |
| Total Expense Ratio | 0.18 | 0.06 | 300% |
| Turnover | 32.00 | 29.00 | 110% |
| Yield | 1.99 | 3.72 | 54% |
| Fund Existence | 25 years | 13 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IVE | SCHD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 84% | N/A |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 84% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 74% | 2 days ago 86% |
| TrendMonth ODDS (%) | 2 days ago 76% | 2 days ago 78% |
| Advances ODDS (%) | 17 days ago 84% | 17 days ago 84% |
| Declines ODDS (%) | 8 days ago 75% | 6 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 77% | 2 days ago 88% |
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Interesting Tickers
IVE and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVE has been closely correlated with BLK. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVE jumps, then BLK could also see price increases.
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SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with BLK. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then BLK could also see price increases.
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| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | N/A | ||
| BLK - SCHD | 74% Closely correlated | +1.88% | ||
| BEN - SCHD | 73% Closely correlated | +0.62% | ||
| USB - SCHD | 72% Closely correlated | +2.97% | ||
| APAM - SCHD | 70% Closely correlated | +1.54% | ||
| RF - SCHD | 68% Closely correlated | +2.09% | ||
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