IWD
Price
$257.29
Change
+$1.12 (+0.44%)
Updated
Aug 21 closing price
Net Assets
83.81B
Intraday BUY SELL Signals
VLU
Price
$248.02
Change
+$1.25 (+0.51%)
Updated
Aug 21 closing price
Net Assets
781.31M
Intraday BUY SELL Signals
Interact to see
Advertisement

IWD vs VLU

IWD vs VLU Comparison Chart in %
loading
loading
View a ticker or compare two or three
VS
IWD vs. VLU 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 VLU is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWD has more net assets: 83.8B vs. VLU (781M). IWD has a higher annual dividend yield than VLU: IWD (23.174) vs VLU (18.767). 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 (14.00) vs IWD (14.00).
IWDVLUIWD / VLU
Gain YTD23.17418.767123%
Net Assets83.8B781M10,730%
Total Expense Ratio0.180.12150%
Turnover14.0017.0082%
Yield1.391.6087%
Fund Existence26 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDVLU
RSI
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
61%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
85%
Momentum
ODDS (%)
Bearish Trend 3 days ago
71%
Bullish Trend 3 days ago
82%
MACD
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 3 days ago
70%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 5 days ago
85%
Bullish Trend 10 days ago
85%
Declines
ODDS (%)
Bearish Trend 12 days ago
75%
Bearish Trend 6 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
68%
Aroon
ODDS (%)
Bullish Trend 3 days ago
80%
Bullish Trend 3 days ago
83%
View a ticker or compare two or three
Interact to see
Advertisement
IWD
Daily Signal:
Gain/Loss:
VLU
Daily Signal:
Gain/Loss:
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EDC79.791.54
+1.97%
Direxion Daily MSCI Em Mkts Bull 3X ETF
AAPD11.240.07
+0.63%
Direxion Daily AAPL Bear 1X Shares
JNK95.870.10
+0.10%
State Street® SPDR® Blmbg Hi Yld Bd ETF
EPAI27.13N/A
N/A
Harbor AI Inflection Strategy ETF
NDMO9.94-0.02
-0.20%
Nuveen Dynamic Municipal Opportunities Fund

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

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%
+0.51%
JPM - VLU
59%
Loosely correlated
+0.01%
AMZN - VLU
46%
Loosely correlated
-0.57%
GOOGL - VLU
40%
Loosely correlated
+1.22%
MSFT - VLU
37%
Loosely correlated
+0.43%
META - VLU
35%
Loosely correlated
+0.75%
More