IWX
Price
$83.91
Change
-$0.91 (-1.07%)
Updated
Jul 15, 04:59 PM (EDT)
Net Assets
2.77B
SCHD
Price
$26.87
Change
-$0.44 (-1.61%)
Updated
Jul 15 closing price
Net Assets
71.18B
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IWX vs SCHD

Header iconIWX vs SCHD Comparison
Open Charts IWX vs SCHDBanner chart's image
iShares Russell Top 200 Value ETF
Price$83.91
Change-$0.91 (-1.07%)
Volume$100
Net Assets2.77B
Schwab US Dividend Equity ETF™
Price$26.87
Change-$0.44 (-1.61%)
Volume$16.83M
Net Assets71.18B
IWX vs SCHD Comparison Chart in %
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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IWX vs. SCHD commentary
Jul 16, 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 Hold and SCHD is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 71.2B vs. IWX (2.77B). IWX has a higher annual dividend yield than SCHD: IWX (6.950) vs SCHD (0.215). IWX was incepted earlier than SCHD: IWX (16 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than IWX (0.20). SCHD has a higher turnover IWX (18.00) vs IWX (18.00).
IWXSCHDIWX / SCHD
Gain YTD6.9500.2153,233%
Net Assets2.77B71.2B4%
Total Expense Ratio0.200.06333%
Turnover18.0029.0062%
Yield1.823.8747%
Fund Existence16 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
77%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
73%
Momentum
ODDS (%)
Bearish Trend 1 day ago
78%
Bullish Trend 1 day ago
88%
MACD
ODDS (%)
Bearish Trend 1 day ago
74%
Bullish Trend 1 day ago
86%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
71%
Bearish Trend 1 day ago
73%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
81%
Bullish Trend 1 day ago
84%
Advances
ODDS (%)
Bullish Trend 6 days ago
82%
Bullish Trend 13 days ago
84%
Declines
ODDS (%)
Bearish Trend 8 days ago
74%
Bearish Trend 1 day ago
71%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
79%
Bearish Trend 1 day ago
72%
Aroon
ODDS (%)
Bullish Trend 1 day ago
74%
Bullish Trend 1 day ago
82%
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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IWX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWX has been closely correlated with PH. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWX jumps, then PH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWX
1D Price
Change %
IWX100%
-1.17%
PH - IWX
80%
Closely correlated
-0.48%
TFC - IWX
79%
Closely correlated
-2.85%
LIN - IWX
76%
Closely correlated
-1.75%
SPGI - IWX
75%
Closely correlated
-1.48%
KKR - IWX
75%
Closely correlated
-1.59%
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