IWD
Price
$196.02
Change
+$1.20 (+0.62%)
Updated
Jul 17, 04:59 PM (EDT)
Net Assets
62.06B
JVAL
Price
$44.98
Change
+$0.32 (+0.72%)
Updated
Jul 17, 04:57 PM (EDT)
Net Assets
521.12M
Interact to see
Advertisement

IWD vs JVAL

Header iconIWD vs JVAL Comparison
Open Charts IWD vs JVALBanner chart's image
iShares Russell 1000 Value ETF
Price$196.02
Change+$1.20 (+0.62%)
Volume$28.25K
Net Assets62.06B
JPMorgan US Value Factor ETF
Price$44.98
Change+$0.32 (+0.72%)
Volume$100
Net Assets521.12M
IWD vs JVAL Comparison Chart in %
Loading...
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IWD vs. JVAL commentary
Jul 18, 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 JVAL is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWD has more net assets: 62.1B vs. JVAL (521M). IWD has a higher annual dividend yield than JVAL: IWD (6.151) vs JVAL (4.502). IWD was incepted earlier than JVAL: IWD (25 years) vs JVAL (8 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 YTD6.1514.502137%
Net Assets62.1B521M11,919%
Total Expense Ratio0.190.12158%
Turnover14.0026.0054%
Yield1.872.3380%
Fund Existence25 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
73%
MACD
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
75%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 8 days ago
83%
Bullish Trend 8 days ago
83%
Declines
ODDS (%)
Bearish Trend 10 days ago
78%
Bearish Trend 3 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
90%
Bearish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
82%
View a ticker or compare two or three
Interact to see
Advertisement
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SSHVX39.960.13
+0.33%
Sound Shore Institutional
FZANX48.59N/A
N/A
Fidelity Advisor New Insights Z
NDVTX17.51N/A
N/A
MFS New Discovery Value R3
BRSSX14.04N/A
N/A
MFS Blended Research Small Cap Eq R2
CENNX13.31N/A
N/A
Centerstone Investors C

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%
+0.36%
BAC - IWD
77%
Closely correlated
-0.26%
JPM - IWD
64%
Loosely correlated
-0.25%
CVX - IWD
48%
Loosely correlated
-0.51%
XOM - IWD
45%
Loosely correlated
-0.60%
DIS - IWD
43%
Loosely correlated
+0.71%
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 81% 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%
+0.19%
JEF - JVAL
81%
Closely correlated
+0.31%
TNL - JVAL
81%
Closely correlated
+0.28%
TFC - JVAL
80%
Closely correlated
-0.02%
GTES - JVAL
79%
Closely correlated
+0.04%
CRBG - JVAL
78%
Closely correlated
+1.22%
More