IWX
Price
$81.40
Change
-$1.02 (-1.24%)
Updated
Mar 10, 04:59 PM (EDT)
Net Assets
3.06B
SCHD
Price
$28.36
Change
-$0.10 (-0.35%)
Updated
Mar 10, 04:59 PM (EDT)
Net Assets
70.56B
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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$81.40
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
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
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.

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SUMMARIES
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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).
IWXSCHDIWX / SCHD
Gain YTD4.2904.173103%
Net Assets3.06B70.6B4%
Total Expense Ratio0.200.06333%
Turnover14.0029.0048%
Yield1.843.4953%
Fund Existence15 years13 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
Bearish Trend 4 days ago
59%
N/A
Stochastic
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
82%
Momentum
ODDS (%)
Bearish Trend 4 days ago
66%
Bullish Trend 4 days ago
89%
MACD
ODDS (%)
Bearish Trend 4 days ago
70%
Bullish Trend 4 days ago
81%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
70%
Bearish Trend 4 days ago
73%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
71%
Bullish Trend 4 days ago
84%
Advances
ODDS (%)
Bullish Trend 14 days ago
83%
Bullish Trend 4 days ago
84%
Declines
ODDS (%)
Bearish Trend 7 days ago
73%
Bearish Trend 7 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
72%
Aroon
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
83%
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
+0.52%
BAC - IWX
73%
Closely correlated
+0.49%
BLK - IWX
73%
Closely correlated
-0.79%
GS - IWX
70%
Closely correlated
-1.41%
TFC - IWX
69%
Closely correlated
-0.12%
PNC - IWX
69%
Closely correlated
+0.44%
More

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 %
SCHD100%
+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%
More