IVE
Price
$201.64
Change
-$0.40 (-0.20%)
Updated
Aug 15 closing price
Net Assets
40.63B
TBG
Price
$33.11
Change
-$0.10 (-0.30%)
Updated
Aug 15 closing price
Net Assets
167.22M
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IVE vs TBG

Header iconIVE vs TBG Comparison
Open Charts IVE vs TBGBanner chart's image
iShares S&P 500 Value ETF
Price$201.64
Change-$0.40 (-0.20%)
Volume$341.78K
Net Assets40.63B
TBG Dividend Focus ETF
Price$33.11
Change-$0.10 (-0.30%)
Volume$160.54K
Net Assets167.22M
IVE vs TBG Comparison Chart in %
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IVE vs. TBG commentary
Aug 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 IVE is a Buy and TBG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVE has more net assets: 40.6B vs. TBG (167M). IVE has a higher annual dividend yield than TBG: IVE (6.503) vs TBG (4.973). IVE was incepted earlier than TBG: IVE (25 years) vs TBG (2 years). IVE (0.18) has a lower expense ratio than TBG (0.59). IVE has a higher turnover TBG (5.00) vs TBG (5.00).
IVETBGIVE / TBG
Gain YTD6.5034.973131%
Net Assets40.6B167M24,311%
Total Expense Ratio0.180.5931%
Turnover32.005.00640%
Yield1.912.4379%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IVETBG
RSI
ODDS (%)
Bearish Trend 4 days ago
79%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
60%
Momentum
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
90%
MACD
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
89%
Advances
ODDS (%)
Bullish Trend 6 days ago
83%
Bullish Trend 6 days ago
90%
Declines
ODDS (%)
Bearish Trend 4 days ago
75%
Bearish Trend 4 days ago
57%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
88%
Aroon
ODDS (%)
Bullish Trend 4 days ago
80%
Bullish Trend 4 days ago
88%
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IVE
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
Daily Signalchanged days ago
Gain/Loss if bought
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IVE and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVE has been closely correlated with PFG. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVE jumps, then PFG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVE
1D Price
Change %
IVE100%
-0.20%
PFG - IVE
85%
Closely correlated
-0.58%
PRU - IVE
83%
Closely correlated
-0.84%
MET - IVE
82%
Closely correlated
-0.76%
DOV - IVE
81%
Closely correlated
-1.59%
PNC - IVE
81%
Closely correlated
-1.70%
More

TBG and

Correlation & Price change

A.I.dvisor indicates that over the last year, TBG has been closely correlated with BX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if TBG jumps, then BX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBG
1D Price
Change %
TBG100%
-0.30%
BX - TBG
76%
Closely correlated
N/A
TFC - TBG
76%
Closely correlated
-1.18%
SPG - TBG
74%
Closely correlated
+0.63%
MS - TBG
72%
Closely correlated
-2.61%
CMI - TBG
71%
Closely correlated
-1.33%
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