IWD
Price
$189.13
Change
+$1.23 (+0.65%)
Updated
Apr 2 closing price
Net Assets
61.9B
SCHD
Price
$27.87
Change
-$0.00 (-0.00%)
Updated
Apr 2 closing price
Net Assets
70.74B
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IWD vs SCHD

Header iconIWD vs SCHD Comparison
Open Charts IWD vs SCHDBanner chart's image
iShares Russell 1000 Value ETF
Price$189.13
Change+$1.23 (+0.65%)
Volume$2.1M
Net Assets61.9B
Schwab US Dividend Equity ETF™
Price$27.87
Change-$0.00 (-0.00%)
Volume$11.92M
Net Assets70.74B
IWD vs SCHD Comparison Chart
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
IWD 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 IWD is a Hold and SCHD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 70.7B vs. IWD (61.9B). SCHD has a higher annual dividend yield than IWD: SCHD (2.933) vs IWD (2.597). IWD was incepted earlier than SCHD: IWD (25 years) vs SCHD (13 years). SCHD (0.06) has a lower expense ratio than IWD (0.19). SCHD has a higher turnover IWD (14.00) vs IWD (14.00).
IWDSCHDIWD / SCHD
Gain YTD2.5972.93389%
Net Assets61.9B70.7B88%
Total Expense Ratio0.190.06317%
Turnover14.0029.0048%
Yield1.863.7250%
Fund Existence25 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDSCHD
RSI
ODDS (%)
Bullish Trend 2 days ago
87%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
79%
Bearish Trend 2 days ago
76%
Momentum
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
76%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 17 days ago
84%
Bullish Trend 17 days ago
84%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
Bearish Trend 6 days ago
71%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
71%
Bullish Trend 2 days ago
88%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
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%
+0.65%
BAC - IWD
77%
Closely correlated
+0.87%
JPM - IWD
64%
Loosely correlated
+0.89%
CVX - IWD
48%
Loosely correlated
-1.21%
XOM - IWD
45%
Loosely correlated
-0.31%
DIS - IWD
43%
Loosely correlated
+0.20%
More

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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHD
1D Price
Change %
SCHD100%
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%
More