IWD
Price
$197.41
Change
+$1.02 (+0.52%)
Updated
Jul 3 closing price
Net Assets
63.07B
TBG
Price
$32.94
Change
+$0.14 (+0.43%)
Updated
Jul 3 closing price
Net Assets
150.73M
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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$197.41
Change+$1.02 (+0.52%)
Volume$1.11M
Net Assets63.07B
TBG Dividend Focus ETF
Price$32.94
Change+$0.14 (+0.43%)
Volume$26.31K
Net Assets150.73M
IWD vs TBG Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWD vs. TBG commentary
Jul 07, 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 TBG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.1B vs. TBG (151M). IWD has a higher annual dividend yield than TBG: IWD (7.563) vs TBG (4.434). IWD was incepted earlier than TBG: IWD (25 years) vs TBG (2 years). IWD (0.19) has a lower expense ratio than TBG (0.59). IWD has a higher turnover TBG (5.00) vs TBG (5.00).
IWDTBGIWD / TBG
Gain YTD7.5634.434171%
Net Assets63.1B151M41,788%
Total Expense Ratio0.190.5932%
Turnover14.005.00280%
Yield1.872.4676%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
Bearish Trend 5 days ago
90%
Bearish Trend 5 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
72%
Bearish Trend 5 days ago
70%
Momentum
ODDS (%)
Bullish Trend 5 days ago
85%
Bullish Trend 5 days ago
90%
MACD
ODDS (%)
Bullish Trend 5 days ago
82%
Bullish Trend 5 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
81%
Bullish Trend 5 days ago
88%
Advances
ODDS (%)
Bullish Trend 5 days ago
83%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
80%
Bearish Trend 5 days ago
67%
Aroon
ODDS (%)
Bullish Trend 5 days ago
76%
Bullish Trend 5 days ago
85%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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TBG
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%
+0.52%
BAC - IWD
77%
Closely correlated
+0.45%
JPM - IWD
64%
Loosely correlated
+1.86%
CVX - IWD
48%
Loosely correlated
+0.26%
XOM - IWD
45%
Loosely correlated
+1.04%
DIS - IWD
43%
Loosely correlated
+0.83%
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 76% 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%
+0.43%
BX - TBG
76%
Closely correlated
+1.02%
TFC - TBG
75%
Closely correlated
+1.13%
LYB - TBG
73%
Closely correlated
-0.88%
MS - TBG
72%
Closely correlated
+0.90%
SPG - TBG
72%
Closely correlated
+0.54%
More