IWD
Price
$201.53
Change
-$0.06 (-0.03%)
Updated
Sep 8, 04:59 PM (EDT)
Net Assets
63.38B
TBG
Price
$33.22
Change
-$0.06 (-0.18%)
Updated
Sep 8, 04:56 PM (EDT)
Net Assets
177.73M
Interact to see
Advertisement

IWD vs TBG

Header iconIWD vs TBG Comparison
Open Charts IWD vs TBGBanner chart's image
iShares Russell 1000 Value ETF
Price$201.53
Change-$0.06 (-0.03%)
Volume$34.02K
Net Assets63.38B
TBG Dividend Focus ETF
Price$33.22
Change-$0.06 (-0.18%)
Volume$102
Net Assets177.73M
IWD vs TBG Comparison Chart in %
Loading...
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TBG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
IWD vs. TBG commentary
Sep 09, 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.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.4B vs. TBG (178M). IWD has a higher annual dividend yield than TBG: IWD (9.840) vs TBG (5.506). IWD was incepted earlier than TBG: IWD (25 years) vs TBG (2 years). IWD (0.18) has a lower expense ratio than TBG (0.59). IWD has a higher turnover TBG (5.00) vs TBG (5.00).
IWDTBGIWD / TBG
Gain YTD9.8405.506179%
Net Assets63.4B178M35,618%
Total Expense Ratio0.180.5931%
Turnover15.005.00300%
Yield1.812.3577%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 4 days ago
68%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
74%
Bullish Trend 4 days ago
83%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
Bearish Trend 4 days ago
52%
MACD
ODDS (%)
Bullish Trend 4 days ago
84%
Bearish Trend 4 days ago
74%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
76%
Bearish Trend 4 days ago
58%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
89%
Advances
ODDS (%)
Bullish Trend 11 days ago
83%
Bullish Trend 13 days ago
90%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
Bearish Trend 6 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
62%
Aroon
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
88%
View a ticker or compare two or three
Interact to see
Advertisement
IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
TBG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ADNPX20.170.11
+0.55%
American Beacon ARK Transfmt Innov Inv
FIONX16.920.08
+0.48%
Fidelity SAI International Index
PBSRX15.790.02
+0.13%
Polen US Small Company Growth Investor
RGDTX11.42N/A
N/A
Russell Inv Global Equity M
EQNTX23.44-0.01
-0.04%
MFS Equity Income R3

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

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%
-0.33%
BX - TBG
76%
Closely correlated
+0.05%
TFC - TBG
76%
Closely correlated
-1.17%
SPG - TBG
73%
Closely correlated
+0.40%
MS - TBG
72%
Closely correlated
-1.62%
CMI - TBG
72%
Closely correlated
-0.27%
More