IWD
Price
$189.26
Change
+$1.90 (+1.01%)
Updated
May 15 closing price
Net Assets
60.82B
SCHD
Price
$26.42
Change
+$0.42 (+1.62%)
Updated
May 15 closing price
Net Assets
67.51B
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IWD vs SCHD

Header iconIWD vs SCHD Comparison
Open Charts IWD vs SCHDBanner chart's image
iShares Russell 1000 Value ETF
Price$189.26
Change+$1.90 (+1.01%)
Volume$3.64M
Net Assets60.82B
Schwab US Dividend Equity ETF™
Price$26.42
Change+$0.42 (+1.62%)
Volume$14.41M
Net Assets67.51B
IWD vs SCHD Comparison Chart
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWD vs. SCHD commentary
May 16, 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 Hold and SCHD is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 67.5B vs. IWD (60.8B). IWD has a higher annual dividend yield than SCHD: IWD (1.637) vs SCHD (-2.422). IWD was incepted earlier than SCHD: IWD (25 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than IWD (0.19). SCHD has a higher turnover IWD (14.00) vs IWD (14.00).
IWDSCHDIWD / SCHD
Gain YTD1.637-2.422-68%
Net Assets60.8B67.5B90%
Total Expense Ratio0.190.06317%
Turnover14.0029.0048%
Yield1.924.0348%
Fund Existence25 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDSCHD
RSI
ODDS (%)
Bearish Trend 2 days ago
81%
Bullish Trend 4 days ago
80%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bullish Trend 2 days ago
86%
Bullish Trend 2 days ago
83%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
82%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 8 days ago
83%
Bullish Trend 8 days ago
84%
Declines
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
81%
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
82%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
-0.67%
BAC - IWD
77%
Closely correlated
+1.04%
JPM - IWD
64%
Loosely correlated
+1.00%
CVX - IWD
48%
Loosely correlated
-0.48%
XOM - IWD
45%
Loosely correlated
-0.90%
DIS - IWD
43%
Loosely correlated
+1.40%
More

SCHD and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHD
1D Price
Change %
SCHD100%
+1.62%
APAM - SCHD
75%
Closely correlated
+0.68%
BLK - SCHD
74%
Closely correlated
+1.66%
HBAN - SCHD
73%
Closely correlated
+0.06%
USB - SCHD
71%
Closely correlated
+0.79%
EWBC - SCHD
70%
Closely correlated
-0.62%
More