IWD
Price
$200.41
Change
-$1.36 (-0.67%)
Updated
Aug 25 closing price
Net Assets
63.61B
TBG
Price
$33.51
Change
-$0.22 (-0.65%)
Updated
Aug 25 closing price
Net Assets
177.88M
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IWD vs TBG

Header iconIWD vs TBG Comparison
Open Charts IWD vs TBGBanner chart's image
iShares Russell 1000 Value ETF
Price$200.41
Change-$1.36 (-0.67%)
Volume$3.04M
Net Assets63.61B
TBG Dividend Focus ETF
Price$33.51
Change-$0.22 (-0.65%)
Volume$22.7K
Net Assets177.88M
IWD vs TBG Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
Daily Signalchanged days ago
Gain/Loss if bought
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IWD vs. TBG commentary
Aug 26, 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 Buy and TBG is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.6B vs. TBG (178M). IWD has a higher annual dividend yield than TBG: IWD (9.197) vs TBG (6.241). IWD was incepted earlier than TBG: IWD (25 years) vs TBG (2 years). IWD (0.18) has a lower expense ratio than TBG (0.59). IWD has a higher turnover TBG (5.00) vs TBG (5.00).
IWDTBGIWD / TBG
Gain YTD9.1976.241147%
Net Assets63.6B178M35,730%
Total Expense Ratio0.180.5931%
Turnover15.005.00300%
Yield1.862.4377%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
Bearish Trend 1 day ago
82%
Bearish Trend 1 day ago
80%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
76%
Bearish Trend 1 day ago
60%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bullish Trend 1 day ago
79%
Bullish Trend 1 day ago
82%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
90%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
88%
Advances
ODDS (%)
Bullish Trend 6 days ago
83%
Bullish Trend 6 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
78%
Bearish Trend 8 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
74%
Bearish Trend 1 day ago
76%
Aroon
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
86%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
Daily Signalchanged days ago
Gain/Loss if bought
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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%
-0.67%
BAC - IWD
77%
Closely correlated
N/A
JPM - IWD
64%
Loosely correlated
-0.45%
CVX - IWD
48%
Loosely correlated
+0.01%
XOM - IWD
45%
Loosely correlated
+0.41%
DIS - IWD
43%
Loosely correlated
-0.97%
More

TBG and

Correlation & Price change

A.I.dvisor indicates that over the last year, TBG has been closely correlated with BX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if TBG jumps, then BX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBG
1D Price
Change %
TBG100%
-0.65%
BX - TBG
76%
Closely correlated
-0.59%
SPG - TBG
73%
Closely correlated
-0.08%
MS - TBG
72%
Closely correlated
-0.25%
CMI - TBG
72%
Closely correlated
-1.54%
MC - TBG
71%
Closely correlated
-0.77%
More