IVW
Price
$136.46
Change
-$2.13 (-1.54%)
Updated
Jul 13 closing price
Net Assets
75.5B
Intraday BUY SELL Signals
IWFG
Price
$53.61
Change
-$0.97 (-1.78%)
Updated
Jul 13 closing price
Net Assets
61.68M
Intraday BUY SELL Signals
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IVW vs IWFG

IVW vs IWFG Comparison Chart in %
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IVW vs. IWFG commentary
Jul 14, 2026

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 IVW is a Buy and IWFG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVW has more net assets: 75.5B vs. IWFG (61.7M). IVW has a higher annual dividend yield than IWFG: IVW (10.813) vs IWFG (-0.434). IVW was incepted earlier than IWFG: IVW (26 years) vs IWFG (4 years). IVW (0.18) has a lower expense ratio than IWFG (0.46).
IVWIWFGIVW / IWFG
Gain YTD10.813-0.434-2,490%
Net Assets75.5B61.7M122,366%
Total Expense Ratio0.180.4639%
Turnover22.00N/A-
Yield0.360.00-
Fund Existence26 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
IVWIWFG
RSI
ODDS (%)
N/A
Bullish Trend 1 day ago
88%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
77%
Bearish Trend 1 day ago
68%
Momentum
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
81%
MACD
ODDS (%)
Bullish Trend 1 day ago
82%
Bearish Trend 1 day ago
70%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
78%
Bearish Trend 1 day ago
67%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
87%
Bearish Trend 1 day ago
72%
Advances
ODDS (%)
Bullish Trend 4 days ago
85%
Bullish Trend 14 days ago
83%
Declines
ODDS (%)
Bearish Trend 12 days ago
77%
Bearish Trend 18 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
87%
Bullish Trend 1 day ago
77%
Aroon
ODDS (%)
Bullish Trend 1 day ago
85%
Bullish Trend 1 day ago
77%
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IVW
Daily Signal:
Gain/Loss:
IWFG
Daily Signal:
Gain/Loss:
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IVW and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVW has been closely correlated with RVTY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVW jumps, then RVTY could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVW
1D Price
Change %
IVW100%
-1.54%
RVTY - IVW
68%
Closely correlated
-1.05%
TER - IVW
63%
Loosely correlated
-5.14%
ETN - IVW
59%
Loosely correlated
-1.09%
MS - IVW
57%
Loosely correlated
-0.54%
ROK - IVW
57%
Loosely correlated
-2.47%
More

IWFG and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWFG has been closely correlated with INTU. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWFG jumps, then INTU could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWFG
1D Price
Change %
IWFG100%
-1.78%
INTU - IWFG
69%
Closely correlated
+5.38%
AMD - IWFG
65%
Loosely correlated
-4.21%
MCO - IWFG
60%
Loosely correlated
+1.73%
V - IWFG
55%
Loosely correlated
+2.52%
CAT - IWFG
43%
Loosely correlated
-2.20%
More