IWD
Price
$257.29
Change
+$1.12 (+0.44%)
Updated
Aug 21 closing price
Net Assets
83.81B
Intraday BUY SELL Signals
VALQ
Price
$72.70
Change
+$0.55 (+0.76%)
Updated
Aug 21 closing price
Net Assets
341.64M
Intraday BUY SELL Signals
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IWD vs VALQ

IWD vs VALQ Comparison Chart in %
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IWD vs. VALQ commentary
Aug 23, 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 Hold and VALQ is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 83.8B vs. VALQ (342M). IWD has a higher annual dividend yield than VALQ: IWD (23.174) vs VALQ (10.905). IWD was incepted earlier than VALQ: IWD (26 years) vs VALQ (9 years). IWD (0.18) has a lower expense ratio than VALQ (0.29). VALQ has a higher turnover IWD (14.00) vs IWD (14.00).
IWDVALQIWD / VALQ
Gain YTD23.17410.905212%
Net Assets83.8B342M24,503%
Total Expense Ratio0.180.2962%
Turnover14.00147.0010%
Yield1.391.8077%
Fund Existence26 years9 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDVALQ
RSI
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
69%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
69%
Momentum
ODDS (%)
Bearish Trend 3 days ago
71%
Bullish Trend 3 days ago
87%
MACD
ODDS (%)
Bearish Trend 3 days ago
63%
Bullish Trend 3 days ago
84%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
74%
Bullish Trend 3 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
85%
Bullish Trend 5 days ago
83%
Declines
ODDS (%)
Bearish Trend 12 days ago
75%
Bearish Trend 18 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
74%
Aroon
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
75%
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IWD
Daily Signal:
Gain/Loss:
VALQ
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%
+0.44%
BAC - IWD
77%
Closely correlated
-0.27%
JPM - IWD
64%
Loosely correlated
+0.01%
CVX - IWD
48%
Loosely correlated
-0.24%
XOM - IWD
45%
Loosely correlated
-0.63%
DIS - IWD
43%
Loosely correlated
+0.43%
More

VALQ and

Correlation & Price change

A.I.dvisor indicates that over the last year, VALQ has been closely correlated with IVZ. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if VALQ jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VALQ
1D Price
Change %
VALQ100%
+0.76%
IVZ - VALQ
73%
Closely correlated
+2.10%
DOV - VALQ
73%
Closely correlated
+1.02%
DD - VALQ
72%
Closely correlated
-0.09%
F - VALQ
71%
Closely correlated
+3.00%
KIM - VALQ
70%
Closely correlated
-0.58%
More