IWX
Price
$81.79
Change
+$0.60 (+0.74%)
Updated
Jan 17 closing price
Net Assets
2.37B
SCHD
Price
$27.99
Change
+$0.16 (+0.57%)
Updated
Jan 17 closing price
Net Assets
67.39B
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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$81.79
Change+$0.60 (+0.74%)
Volume$52.95K
Net Assets2.37B
Schwab US Dividend Equity ETF™
Price$27.99
Change+$0.16 (+0.57%)
Volume$15.36M
Net Assets67.39B
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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IWX vs. SCHD commentary
Jan 18, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 67.4B vs. IWX (2.37B). IWX has a higher annual dividend yield than SCHD: IWX (3.492) vs SCHD (2.452). IWX was incepted earlier than SCHD: IWX (15 years) vs SCHD (13 years). SCHD has a higher turnover IWX (18.00) vs IWX (18.00).
IWXSCHDIWX / SCHD
Gain YTD3.4922.452142%
Net Assets2.37B67.4B4%
Total Expense RatioN/AN/A-
Turnover18.0028.0064%
Yield2.003.3160%
Fund Existence15 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
Bullish Trend 11 days ago
90%
Bullish Trend 11 days ago
88%
Stochastic
ODDS (%)
Bullish Trend 11 days ago
84%
Bullish Trend 11 days ago
90%
Momentum
ODDS (%)
Bullish Trend 11 days ago
85%
Bearish Trend 11 days ago
81%
MACD
ODDS (%)
Bullish Trend 11 days ago
88%
Bullish Trend 11 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 11 days ago
82%
Bullish Trend 11 days ago
85%
TrendMonth
ODDS (%)
Bearish Trend 11 days ago
73%
Bearish Trend 11 days ago
78%
Advances
ODDS (%)
Bullish Trend 11 days ago
81%
Bullish Trend 24 days ago
83%
Declines
ODDS (%)
Bearish Trend 20 days ago
74%
Bearish Trend 12 days ago
72%
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bearish Trend 11 days ago
69%
Bearish Trend 11 days ago
69%
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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 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWX
1D Price
Change %
IWX100%
+0.74%
BAC - IWX
73%
Closely correlated
-0.24%
BLK - IWX
73%
Closely correlated
+0.93%
GS - IWX
70%
Closely correlated
+2.11%
PNC - IWX
69%
Closely correlated
+1.02%
C - IWX
69%
Closely correlated
+1.89%
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