IWD
Price
$246.81
Change
+$2.93 (+1.20%)
Updated
Jul 2 closing price
Net Assets
81.56B
Intraday BUY SELL Signals
TVAL
Price
$42.13
Change
+$0.40 (+0.96%)
Updated
Jul 2 closing price
Net Assets
955.08M
Intraday BUY SELL Signals
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IWD vs TVAL

IWD vs TVAL Comparison Chart in %
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IWD vs. TVAL commentary
Jul 04, 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 TVAL is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 81.6B vs. TVAL (955M). TVAL has a higher annual dividend yield than IWD: TVAL (19.620) vs IWD (18.157). IWD was incepted earlier than TVAL: IWD (26 years) vs TVAL (3 years). IWD (0.18) has a lower expense ratio than TVAL (0.33). TVAL has a higher turnover IWD (15.00) vs IWD (15.00).
IWDTVALIWD / TVAL
Gain YTD18.15719.62093%
Net Assets81.6B955M8,545%
Total Expense Ratio0.180.3355%
Turnover15.0037.1040%
Yield1.440.97148%
Fund Existence26 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTVAL
RSI
ODDS (%)
Bearish Trend 3 days ago
70%
Bearish Trend 6 days ago
66%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
54%
Momentum
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
87%
Advances
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
90%
Declines
ODDS (%)
Bearish Trend 5 days ago
76%
Bearish Trend 18 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
75%
Bearish Trend 3 days ago
67%
Aroon
ODDS (%)
Bullish Trend 3 days ago
75%
Bullish Trend 3 days ago
85%
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IWD
Daily Signal:
Gain/Loss:
TVAL
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%
+1.20%
BAC - IWD
77%
Closely correlated
+0.63%
JPM - IWD
64%
Loosely correlated
+0.12%
CVX - IWD
48%
Loosely correlated
+2.12%
XOM - IWD
45%
Loosely correlated
+0.59%
DIS - IWD
43%
Loosely correlated
+3.96%
More

TVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, TVAL has been closely correlated with ROK. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TVAL jumps, then ROK could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TVAL
1D Price
Change %
TVAL100%
+0.96%
ROK - TVAL
69%
Closely correlated
-2.30%
BLK - TVAL
66%
Closely correlated
+1.57%
CMI - TVAL
64%
Loosely correlated
-3.02%
SWK - TVAL
64%
Loosely correlated
+0.61%
AME - TVAL
63%
Loosely correlated
-1.06%
More