IWD
Price
$198.29
Change
-$0.37 (-0.19%)
Updated
Aug 15 closing price
Net Assets
62.49B
JVAL
Price
$45.73
Change
-$0.19 (-0.41%)
Updated
Aug 15 closing price
Net Assets
532.85M
Interact to see
Advertisement

IWD vs JVAL

Header iconIWD vs JVAL Comparison
Open Charts IWD vs JVALBanner chart's image
iShares Russell 1000 Value ETF
Price$198.29
Change-$0.37 (-0.19%)
Volume$1.6M
Net Assets62.49B
JPMorgan US Value Factor ETF
Price$45.73
Change-$0.19 (-0.41%)
Volume$14.04K
Net Assets532.85M
IWD vs JVAL Comparison Chart in %
Loading...
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IWD vs. JVAL 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 IWD is a Buy and JVAL is a Buy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWD has more net assets: 62.5B vs. JVAL (533M). IWD has a higher annual dividend yield than JVAL: IWD (8.042) vs JVAL (7.024). 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 YTD8.0427.024114%
Net Assets62.5B533M11,726%
Total Expense Ratio0.190.12158%
Turnover14.0026.0054%
Yield1.862.3181%
Fund Existence25 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 3 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
71%
Momentum
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
84%
MACD
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
84%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
83%
Declines
ODDS (%)
Bearish Trend 3 days ago
78%
Bearish Trend 3 days ago
74%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
76%
Aroon
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
84%
View a ticker or compare two or three
Interact to see
Advertisement
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
JVAL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MINIX48.280.27
+0.56%
MFS International Intrinsic Value I
HSUAX41.350.13
+0.32%
Rational Dynamic Brands A
PAEAX21.65-0.02
-0.09%
Putnam Dynamic Asset Allocation Gr A
NBHEX14.76-0.03
-0.20%
Neuberger Berman Equity Income E
MDDRX10.08-0.06
-0.59%
MassMutual Diversified Value R4

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%
-0.19%
BAC - IWD
77%
Closely correlated
-1.61%
JPM - IWD
64%
Loosely correlated
-1.25%
CVX - IWD
48%
Loosely correlated
+0.90%
XOM - IWD
45%
Loosely correlated
+0.09%
DIS - IWD
43%
Loosely correlated
-0.79%
More

JVAL and

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAL has been closely correlated with DOV. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAL jumps, then DOV could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAL
1D Price
Change %
JVAL100%
-0.41%
DOV - JVAL
86%
Closely correlated
-1.59%
PH - JVAL
85%
Closely correlated
-2.06%
JHG - JVAL
84%
Closely correlated
-1.97%
HBAN - JVAL
84%
Closely correlated
-1.43%
PFG - JVAL
82%
Closely correlated
-0.58%
More