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IWX vs SCHD
IWX vs SCHD Comparison
Open Charts IWX vs SCHD
iShares Russell Top 200 Value ETF
Price$81.40
Change-$1.02 (-1.24%)
Volume$2.75K
Net Assets3.06B
Schwab US Dividend Equity ETF™
Price$28.36
Change-$0.10 (-0.35%)
Volume$107.34K
Net Assets70.56B
IWX vs SCHD Comparison Chart
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IWX vs. SCHD commentary
Mar 11, 2025
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 IWX is a StrongBuy and SCHD is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 70.6B vs. IWX (3.06B). IWX (4.290) and SCHD (4.173) have matching annual dividend yield . IWX was incepted earlier than SCHD: IWX (15 years) vs SCHD (13 years). SCHD (0.06) has a lower expense ratio than IWX (0.20). SCHD has a higher turnover IWX (14.00) vs IWX (14.00).
| IWX | SCHD | IWX / SCHD | |
| Gain YTD | 4.290 | 4.173 | 103% |
| Net Assets | 3.06B | 70.6B | 4% |
| Total Expense Ratio | 0.20 | 0.06 | 333% |
| Turnover | 14.00 | 29.00 | 48% |
| Yield | 1.84 | 3.49 | 53% |
| Fund Existence | 15 years | 13 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IWX | SCHD | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 59% | N/A |
| Stochastic ODDS (%) | 4 days ago 81% | 4 days ago 82% |
| Momentum ODDS (%) | 4 days ago 66% | 4 days ago 89% |
| MACD ODDS (%) | 4 days ago 70% | 4 days ago 81% |
| TrendWeek ODDS (%) | 4 days ago 70% | 4 days ago 73% |
| TrendMonth ODDS (%) | 4 days ago 71% | 4 days ago 84% |
| Advances ODDS (%) | 14 days ago 83% | 4 days ago 84% |
| Declines ODDS (%) | 7 days ago 73% | 7 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 72% |
| Aroon ODDS (%) | 4 days ago 81% | 4 days ago 83% |
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IWX and
Correlation & Price change
A.I.dvisor indicates that over the last year, IWX has been closely correlated with BAC. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWX jumps, then BAC could also see price increases.
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SCHD and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHD has been closely correlated with BLK. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then BLK could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SCHD | 1D Price Change % | ||
|---|---|---|---|---|
| SCHD | 100% | +1.39% | ||
| BLK - SCHD | 74% Closely correlated | -0.79% | ||
| BEN - SCHD | 73% Closely correlated | +1.30% | ||
| USB - SCHD | 72% Closely correlated | +0.77% | ||
| FITB - SCHD | 68% Closely correlated | +0.50% | ||
| PRU - SCHD | 68% Closely correlated | +1.00% | ||
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