IWX
Price
$78.56
Change
-$0.13 (-0.17%)
Updated
Apr 25, 04:59 PM (EDT)
Net Assets
2.45B
SCHD
Price
$25.66
Change
-$0.05 (-0.19%)
Updated
Apr 25, 04:59 PM (EDT)
Net Assets
66.4B
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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$78.56
Change-$0.13 (-0.17%)
Volume$2K
Net Assets2.45B
Schwab US Dividend Equity ETF™
Price$25.66
Change-$0.05 (-0.19%)
Volume$15.39K
Net Assets66.4B
IWX vs SCHD Comparison Chart
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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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VS
IWX vs. SCHD commentary
Apr 26, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 66.4B vs. IWX (2.45B). IWX has a higher annual dividend yield than SCHD: IWX (-0.080) vs SCHD (-5.192). 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 (14.00) vs IWX (14.00).
IWXSCHDIWX / SCHD
Gain YTD-0.080-5.1922%
Net Assets2.45B66.4B4%
Total Expense Ratio0.200.06333%
Turnover14.0029.0048%
Yield1.823.7249%
Fund Existence16 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
85%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
67%
Momentum
ODDS (%)
Bullish Trend 2 days ago
85%
Bearish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
83%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
86%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
73%
Bearish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 12 days ago
84%
Declines
ODDS (%)
Bearish Trend 10 days ago
74%
Bearish Trend 10 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
71%
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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 78% 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%
+1.01%
PH - IWX
78%
Closely correlated
+2.75%
TFC - IWX
77%
Closely correlated
+2.05%
SPGI - IWX
75%
Closely correlated
+2.35%
BAC - IWX
73%
Closely correlated
+2.14%
BLK - IWX
73%
Closely correlated
+2.66%
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