IWD
Price
$212.55
Change
+$0.94 (+0.44%)
Updated
Dec 24 closing price
Net Assets
70.42B
Intraday BUY SELL Signals
JVAL
Price
$49.73
Change
+$0.24 (+0.48%)
Updated
Dec 24 closing price
Net Assets
589.24M
Intraday BUY SELL Signals
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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$212.55
Change+$0.94 (+0.44%)
Volume$1.47M
Net Assets70.42B
JPMorgan US Value Factor ETF
Price$49.73
Change+$0.24 (+0.48%)
Volume$23.3K
Net Assets589.24M
IWD vs JVAL Comparison Chart in %
IWD
Daily Signal:
Gain/Loss:
JVAL
Daily Signal:
Gain/Loss:
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VS
IWD vs. JVAL commentary
Dec 26, 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 StrongBuy and JVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 70.4B vs. JVAL (589M). JVAL (16.960) and IWD (16.330) have matching annual dividend yield . IWD was incepted earlier than JVAL: IWD (26 years) vs JVAL (8 years). JVAL (0.12) has a lower expense ratio than IWD (0.18). JVAL has a higher turnover IWD (15.00) vs IWD (15.00).
IWDJVALIWD / JVAL
Gain YTD16.33016.96096%
Net Assets70.4B589M11,952%
Total Expense Ratio0.180.12150%
Turnover15.0026.0058%
Yield1.682.0582%
Fund Existence26 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
78%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
83%
Momentum
ODDS (%)
Bullish Trend 2 days ago
80%
Bearish Trend 2 days ago
74%
MACD
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
71%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
83%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 9 days ago
77%
Bearish Trend 9 days ago
73%
BollingerBands
ODDS (%)
N/A
Bullish Trend 3 days ago
85%
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
83%
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IWD
Daily Signal:
Gain/Loss:
JVAL
Daily Signal:
Gain/Loss:
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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%
+0.44%
BAC - IWD
77%
Closely correlated
+0.50%
JPM - IWD
64%
Loosely correlated
+0.99%
CVX - IWD
48%
Loosely correlated
-0.01%
XOM - IWD
45%
Loosely correlated
-0.17%
DIS - IWD
43%
Loosely correlated
+1.11%
More

JVAL and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAL
1D Price
Change %
JVAL100%
+0.47%
PH - JVAL
85%
Closely correlated
+0.07%
JHG - JVAL
83%
Closely correlated
+0.11%
DD - JVAL
83%
Closely correlated
+0.07%
OMF - JVAL
82%
Closely correlated
+0.41%
HBAN - JVAL
82%
Closely correlated
+0.06%
More