IWD
Price
$240.98
Change
-$2.55 (-1.05%)
Updated
Jun 23, 04:59 PM (EDT)
Net Assets
78.18B
Intraday BUY SELL Signals
VLU
Price
$236.00
Change
-$0.42 (-0.18%)
Updated
Jun 23, 04:45 PM (EDT)
Net Assets
715.77M
Intraday BUY SELL Signals
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IWD vs VLU

IWD vs VLU Comparison Chart in %
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IWD vs. VLU commentary
Jun 24, 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 StrongBuy and VLU is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 78.2B vs. VLU (716M). IWD has a higher annual dividend yield than VLU: IWD (16.586) vs VLU (13.204). IWD was incepted earlier than VLU: IWD (26 years) vs VLU (14 years). VLU (0.12) has a lower expense ratio than IWD (0.18). VLU has a higher turnover IWD (15.00) vs IWD (15.00).
IWDVLUIWD / VLU
Gain YTD16.58613.204126%
Net Assets78.2B716M10,922%
Total Expense Ratio0.180.12150%
Turnover15.0017.0088%
Yield1.501.6193%
Fund Existence26 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDVLU
RSI
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
71%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bullish Trend 2 days ago
86%
Bearish Trend 2 days ago
71%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bearish Trend 2 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
83%
Declines
ODDS (%)
Bearish Trend 7 days ago
76%
Bearish Trend 7 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
72%
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
80%
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IWD
Daily Signal:
Gain/Loss:
VLU
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%
+0.56%
BAC - IWD
77%
Closely correlated
+2.08%
JPM - IWD
64%
Loosely correlated
+1.92%
CVX - IWD
48%
Loosely correlated
+0.82%
XOM - IWD
45%
Loosely correlated
+0.48%
DIS - IWD
43%
Loosely correlated
-1.39%
More

VLU and

Correlation & Price change

A.I.dvisor indicates that over the last year, VLU has been loosely correlated with JPM. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if VLU jumps, then JPM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VLU
1D Price
Change %
VLU100%
+0.07%
JPM - VLU
59%
Loosely correlated
+1.92%
AMZN - VLU
46%
Loosely correlated
-4.75%
GOOGL - VLU
40%
Loosely correlated
-4.99%
MSFT - VLU
37%
Loosely correlated
-3.18%
META - VLU
35%
Loosely correlated
-2.32%
More