IWD
Price
$212.45
Change
-$0.10 (-0.05%)
Updated
Dec 26 closing price
Net Assets
70.41B
Intraday BUY SELL Signals
TBG
Price
$33.69
Change
-$0.04 (-0.12%)
Updated
Dec 26 closing price
Net Assets
197.83M
Intraday BUY SELL Signals
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IWD vs TBG

Header iconIWD vs TBG Comparison
Open Charts IWD vs TBGBanner chart's image
iShares Russell 1000 Value ETF
Price$212.45
Change-$0.10 (-0.05%)
Volume$3.53M
Net Assets70.41B
TBG Dividend Focus ETF
Price$33.69
Change-$0.04 (-0.12%)
Volume$22.15K
Net Assets197.83M
IWD vs TBG Comparison Chart in %
IWD
Daily Signal:
Gain/Loss:
TBG
Daily Signal:
Gain/Loss:
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VS
IWD vs. TBG commentary
Dec 27, 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 TBG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 70.4B vs. TBG (198M). IWD has a higher annual dividend yield than TBG: IWD (16.275) vs TBG (7.549). IWD was incepted earlier than TBG: IWD (26 years) vs TBG (2 years). IWD (0.18) has a lower expense ratio than TBG (0.59). TBG has a higher turnover IWD (15.00) vs IWD (15.00).
IWDTBGIWD / TBG
Gain YTD16.2757.549216%
Net Assets70.4B198M35,556%
Total Expense Ratio0.180.5931%
Turnover15.0026.0058%
Yield1.682.4768%
Fund Existence26 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
N/A
Bearish Trend 2 days ago
62%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
69%
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
46%
MACD
ODDS (%)
Bullish Trend 2 days ago
85%
Bearish Trend 2 days ago
57%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bearish Trend 2 days ago
57%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
85%
Advances
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 17 days ago
89%
Declines
ODDS (%)
Bearish Trend 11 days ago
77%
Bearish Trend 9 days ago
54%
BollingerBands
ODDS (%)
N/A
Bearish Trend 2 days ago
77%
Aroon
ODDS (%)
Bullish Trend 2 days ago
76%
Bullish Trend 2 days ago
86%
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IWD
Daily Signal:
Gain/Loss:
TBG
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%
-0.05%
BAC - IWD
77%
Closely correlated
-0.14%
JPM - IWD
64%
Loosely correlated
-0.38%
CVX - IWD
48%
Loosely correlated
-0.32%
XOM - IWD
45%
Loosely correlated
-0.09%
DIS - IWD
43%
Loosely correlated
-0.80%
More

TBG and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TBG
1D Price
Change %
TBG100%
-0.12%
BX - TBG
75%
Closely correlated
-0.10%
SPG - TBG
73%
Closely correlated
-0.31%
MS - TBG
72%
Closely correlated
+0.12%
MC - TBG
70%
Closely correlated
+0.65%
CMI - TBG
69%
Closely correlated
+0.29%
More