IWD
Price
$180.78
Change
+$2.29 (+1.28%)
Updated
Apr 24, 04:59 PM (EDT)
Net Assets
58.26B
JVAL
Price
$39.73
Change
+$0.86 (+2.21%)
Updated
Apr 24, 04:47 PM (EDT)
Net Assets
467.13M
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IWD vs JVAL

Header iconIWD vs JVAL Comparison
Open Charts IWD vs JVALBanner chart's image
iShares Russell 1000 Value ETF
Price$180.78
Change+$2.29 (+1.28%)
Volume$4.73K
Net Assets58.26B
JPMorgan US Value Factor ETF
Price$39.73
Change+$0.86 (+2.21%)
Volume$177
Net Assets467.13M
IWD vs JVAL Comparison Chart
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
IWD vs. JVAL commentary
Apr 25, 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 StrongBuy and JVAL is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 58.3B vs. JVAL (467M). IWD has a higher annual dividend yield than JVAL: IWD (-3.175) vs JVAL (-9.634). IWD was incepted earlier than JVAL: IWD (25 years) vs JVAL (7 years). JVAL (0.12) has a lower expense ratio than IWD (0.19). JVAL has a higher turnover IWD (14.00) vs IWD (14.00).
IWDJVALIWD / JVAL
Gain YTD-3.175-9.63433%
Net Assets58.3B467M12,484%
Total Expense Ratio0.190.12158%
Turnover14.0026.0054%
Yield1.862.4177%
Fund Existence25 years7 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
78%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
67%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
87%
MACD
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
79%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
84%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
76%
Advances
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
84%
Declines
ODDS (%)
Bearish Trend 9 days ago
78%
Bearish Trend 9 days ago
73%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
87%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
+0.83%
BAC - IWD
77%
Closely correlated
+1.12%
JPM - IWD
64%
Loosely correlated
+2.25%
CVX - IWD
48%
Loosely correlated
-0.45%
XOM - IWD
45%
Loosely correlated
-0.86%
DIS - IWD
43%
Loosely correlated
+1.39%
More

JVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAL has been closely correlated with JEF. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAL jumps, then JEF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAL
1D Price
Change %
JVAL100%
+1.59%
JEF - JVAL
80%
Closely correlated
+4.22%
TNL - JVAL
79%
Closely correlated
+0.96%
TFC - JVAL
78%
Closely correlated
+2.20%
GTES - JVAL
76%
Closely correlated
+2.60%
AL - JVAL
76%
Closely correlated
+2.77%
More