IWD
Price
$201.20
Change
-$0.39 (-0.19%)
Updated
Sep 8, 01:04 PM (EDT)
Net Assets
63.43B
PFM
Price
$49.81
Change
+$0.07 (+0.14%)
Updated
Sep 8, 01:05 PM (EDT)
Net Assets
720.87M
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IWD vs PFM

Header iconIWD vs PFM Comparison
Open Charts IWD vs PFMBanner chart's image
iShares Russell 1000 Value ETF
Price$201.20
Change-$0.39 (-0.19%)
Volume$290
Net Assets63.43B
Invesco Dividend Achievers™ ETF
Price$49.81
Change+$0.07 (+0.14%)
Volume$100
Net Assets720.87M
IWD vs PFM Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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PFM
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWD vs. PFM commentary
Sep 08, 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 PFM is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.4B vs. PFM (721M). IWD has a higher annual dividend yield than PFM: IWD (9.840) vs PFM (9.325). IWD was incepted earlier than PFM: IWD (25 years) vs PFM (20 years). IWD (0.18) has a lower expense ratio than PFM (0.52). IWD has a higher turnover PFM (7.00) vs PFM (7.00).
IWDPFMIWD / PFM
Gain YTD9.8409.325106%
Net Assets63.4B721M8,793%
Total Expense Ratio0.180.5235%
Turnover15.007.00214%
Yield1.811.46124%
Fund Existence25 years20 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDPFM
RSI
ODDS (%)
Bearish Trend 4 days ago
78%
N/A
Stochastic
ODDS (%)
Bearish Trend 4 days ago
74%
Bearish Trend 4 days ago
65%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
87%
MACD
ODDS (%)
Bullish Trend 4 days ago
84%
Bearish Trend 4 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
76%
Bullish Trend 4 days ago
84%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
81%
Advances
ODDS (%)
Bullish Trend 11 days ago
83%
Bullish Trend 4 days ago
79%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
Bearish Trend 7 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
79%
N/A
Aroon
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
80%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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PFM
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%
-0.25%
BAC - IWD
77%
Closely correlated
-1.13%
JPM - IWD
64%
Loosely correlated
-3.11%
CVX - IWD
48%
Loosely correlated
-2.56%
XOM - IWD
45%
Loosely correlated
-2.82%
DIS - IWD
43%
Loosely correlated
-0.76%
More

PFM and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFM
1D Price
Change %
PFM100%
+0.03%
MCO - PFM
82%
Closely correlated
-0.15%
PFG - PFM
81%
Closely correlated
-1.62%
MET - PFM
81%
Closely correlated
-2.74%
TROW - PFM
79%
Closely correlated
-3.01%
DOV - PFM
79%
Closely correlated
-0.34%
More