IWD
Price
$218.37
Change
+$0.86 (+0.40%)
Updated
Jan 14, 04:59 PM (EDT)
Net Assets
70.32B
Intraday BUY SELL Signals
JVAL
Price
$50.72
Change
-$0.00 (-0.00%)
Updated
Jan 14, 04:59 PM (EDT)
Net Assets
664.57M
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$218.37
Change+$0.86 (+0.40%)
Volume$36.09K
Net Assets70.32B
JPMorgan US Value Factor ETF
Price$50.72
Change-$0.00 (-0.00%)
Volume$200
Net Assets664.57M
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
Jan 15, 2026

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 Hold and JVAL is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 70.3B vs. JVAL (665M). IWD (3.409) and JVAL (3.341) 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 YTD3.4093.341102%
Net Assets70.3B665M10,571%
Total Expense Ratio0.180.12150%
Turnover15.0026.0058%
Yield1.692.0881%
Fund Existence26 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDJVAL
RSI
ODDS (%)
Bearish Trend 2 days ago
82%
Bearish Trend 2 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
75%
Momentum
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
79%
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 3 days ago
83%
Bullish Trend 6 days ago
82%
Declines
ODDS (%)
Bearish Trend 15 days ago
78%
Bearish Trend 2 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
76%
Bearish Trend 2 days ago
76%
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%
-0.10%
BAC - IWD
77%
Closely correlated
-1.18%
JPM - IWD
64%
Loosely correlated
-4.19%
CVX - IWD
48%
Loosely correlated
+0.94%
XOM - IWD
45%
Loosely correlated
+2.02%
DIS - IWD
43%
Loosely correlated
+0.14%
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%
-0.22%
PH - JVAL
85%
Closely correlated
+1.01%
JHG - JVAL
83%
Closely correlated
-0.19%
DD - JVAL
83%
Closely correlated
+0.83%
OMF - JVAL
82%
Closely correlated
-0.33%
HBAN - JVAL
82%
Closely correlated
-2.23%
More