IWD
Price
$197.41
Change
+$1.02 (+0.52%)
Updated
Jul 3 closing price
Net Assets
63.07B
JVAL
Price
$45.40
Change
+$0.25 (+0.55%)
Updated
Jul 3 closing price
Net Assets
530.86M
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IWD vs JVAL

Header iconIWD vs JVAL Comparison
Open Charts IWD vs JVALBanner chart's image
iShares Russell 1000 Value ETF
Price$197.41
Change+$1.02 (+0.52%)
Volume$1.11M
Net Assets63.07B
JPMorgan US Value Factor ETF
Price$45.40
Change+$0.25 (+0.55%)
Volume$20.69K
Net Assets530.86M
IWD vs JVAL Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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JVAL
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWD vs. JVAL commentary
Jul 07, 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 IWD is a Buy and JVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.1B vs. JVAL (531M). IWD has a higher annual dividend yield than JVAL: IWD (7.563) vs JVAL (6.243). IWD was incepted earlier than JVAL: IWD (25 years) vs JVAL (8 years). JVAL (0.12) has a lower expense ratio than IWD (0.19). JVAL has a higher turnover IWD (14.00) vs IWD (14.00).
IWDJVALIWD / JVAL
Gain YTD7.5636.243121%
Net Assets63.1B531M11,883%
Total Expense Ratio0.190.12158%
Turnover14.0026.0054%
Yield1.872.3380%
Fund Existence25 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 4 days ago
90%
Bearish Trend 4 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
72%
Bearish Trend 4 days ago
77%
Momentum
ODDS (%)
Bullish Trend 4 days ago
85%
Bullish Trend 4 days ago
90%
MACD
ODDS (%)
Bullish Trend 4 days ago
82%
Bullish Trend 4 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
82%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
83%
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
79%
Aroon
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
82%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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JVAL
Daily Signalchanged days ago
Gain/Loss if bought
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IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
+0.52%
BAC - IWD
77%
Closely correlated
+0.45%
JPM - IWD
64%
Loosely correlated
+1.86%
CVX - IWD
48%
Loosely correlated
+0.26%
XOM - IWD
45%
Loosely correlated
+1.04%
DIS - IWD
43%
Loosely correlated
+0.83%
More

JVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAL has been closely correlated with JEF. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAL jumps, then JEF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAL
1D Price
Change %
JVAL100%
+0.55%
JEF - JVAL
82%
Closely correlated
+0.57%
TNL - JVAL
81%
Closely correlated
+0.66%
TFC - JVAL
80%
Closely correlated
+1.13%
ENTG - JVAL
79%
Closely correlated
+0.21%
GTES - JVAL
79%
Closely correlated
+0.46%
More