IWD
Price
$197.50
Change
+$1.67 (+0.85%)
Updated
Jul 22 closing price
Net Assets
61.91B
JPUS
Price
$120.40
Change
+$1.50 (+1.26%)
Updated
Jul 22, 04:37 PM (EDT)
Net Assets
374.55M
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IWD vs JPUS

Header iconIWD vs JPUS Comparison
Open Charts IWD vs JPUSBanner chart's image
iShares Russell 1000 Value ETF
Price$197.50
Change+$1.67 (+0.85%)
Volume$1.7M
Net Assets61.91B
JPMorgan Diversified Return US Eq ETF
Price$120.40
Change+$1.50 (+1.26%)
Volume$112
Net Assets374.55M
IWD vs JPUS Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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JPUS
Daily Signalchanged days ago
Gain/Loss if bought
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IWD vs. JPUS commentary
Jul 23, 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 IWD is a Hold and JPUS is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 61.9B vs. JPUS (375M). IWD has a higher annual dividend yield than JPUS: IWD (6.702) vs JPUS (5.302). IWD was incepted earlier than JPUS: IWD (25 years) vs JPUS (10 years). JPUS (0.18) has a lower expense ratio than IWD (0.19). JPUS has a higher turnover IWD (14.00) vs IWD (14.00).
IWDJPUSIWD / JPUS
Gain YTD6.7025.302126%
Net Assets61.9B375M16,507%
Total Expense Ratio0.190.18106%
Turnover14.0025.0056%
Yield1.872.2384%
Fund Existence25 years10 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJPUS
RSI
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 1 day ago
59%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
76%
Momentum
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
85%
MACD
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
76%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
82%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
80%
Advances
ODDS (%)
Bullish Trend 13 days ago
83%
Bullish Trend 5 days ago
82%
Declines
ODDS (%)
Bearish Trend 2 days ago
77%
N/A
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
77%
Bearish Trend 1 day ago
77%
Aroon
ODDS (%)
Bullish Trend 1 day ago
75%
Bullish Trend 1 day ago
79%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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JPUS
Daily Signalchanged days ago
Gain/Loss if bought
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JPUS and

Correlation & Price change

A.I.dvisor indicates that over the last year, JPUS has been closely correlated with JEF. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JPUS jumps, then JEF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JPUS
1D Price
Change %
JPUS100%
-0.17%
JEF - JPUS
75%
Closely correlated
-0.91%
LIN - JPUS
75%
Closely correlated
+1.17%
TNL - JPUS
75%
Closely correlated
-0.33%
PK - JPUS
75%
Closely correlated
-0.65%
FRT - JPUS
74%
Closely correlated
-0.32%
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