IWD
Price
$247.62
Change
+$0.78 (+0.32%)
Updated
Jul 13 closing price
Net Assets
81.46B
Intraday BUY SELL Signals
TBG
Price
$37.32
Change
+$0.24 (+0.65%)
Updated
Jul 13 closing price
Net Assets
246.1M
Intraday BUY SELL Signals
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IWD vs TBG

IWD vs TBG Comparison Chart in %
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IWD vs. TBG commentary
Jul 14, 2026

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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 81.5B vs. TBG (246M). IWD has a higher annual dividend yield than TBG: IWD (18.544) vs TBG (13.260). IWD was incepted earlier than TBG: IWD (26 years) vs TBG (3 years). IWD (0.18) has a lower expense ratio than TBG (0.45). TBG has a higher turnover IWD (14.00) vs IWD (14.00).
IWDTBGIWD / TBG
Gain YTD18.54413.260140%
Net Assets81.5B246M33,130%
Total Expense Ratio0.180.4540%
Turnover14.0026.0054%
Yield1.442.5257%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
Bearish Trend 5 days ago
72%
N/A
Stochastic
ODDS (%)
Bearish Trend 1 day ago
72%
Bearish Trend 1 day ago
50%
Momentum
ODDS (%)
Bullish Trend 1 day ago
87%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bullish Trend 1 day ago
86%
Bullish Trend 1 day ago
88%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
83%
Bullish Trend 1 day ago
86%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
84%
Advances
ODDS (%)
Bullish Trend 1 day ago
84%
Bullish Trend 12 days ago
87%
Declines
ODDS (%)
Bearish Trend 14 days ago
76%
Bearish Trend 14 days ago
51%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
75%
Bearish Trend 1 day ago
65%
Aroon
ODDS (%)
Bullish Trend 1 day ago
77%
Bullish Trend 1 day ago
83%
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IWD
Daily Signal:
Gain/Loss:
TBG
Daily Signal:
Gain/Loss:
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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%
+0.32%
BAC - IWD
77%
Closely correlated
-0.28%
JPM - IWD
64%
Loosely correlated
-0.58%
CVX - IWD
48%
Loosely correlated
+3.29%
XOM - IWD
45%
Loosely correlated
+4.05%
DIS - IWD
43%
Loosely correlated
+0.40%
More

TBG and

Correlation & Price change

A.I.dvisor tells us that TBG and WMT have been poorly correlated (+12% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that TBG and WMT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBG
1D Price
Change %
TBG100%
+0.65%
WMT - TBG
12%
Poorly correlated
+0.77%
LMT - TBG
12%
Poorly correlated
-0.49%
PG - TBG
9%
Poorly correlated
+0.90%
MC - TBG
8%
Poorly correlated
-0.22%
MS - TBG
8%
Poorly correlated
-0.54%
More