IWD
Price
$199.08
Change
+$0.76 (+0.38%)
Updated
Jul 25 closing price
Net Assets
62.84B
TBG
Price
$33.29
Change
+$0.13 (+0.39%)
Updated
Jul 25 closing price
Net Assets
164.48M
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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$199.08
Change+$0.76 (+0.38%)
Volume$2.74M
Net Assets62.84B
TBG Dividend Focus ETF
Price$33.29
Change+$0.13 (+0.39%)
Volume$27.68K
Net Assets164.48M
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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IWD vs. TBG commentary
Jul 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 Hold and TBG is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 62.8B vs. TBG (164M). IWD has a higher annual dividend yield than TBG: IWD (8.472) vs TBG (5.543). 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 YTD8.4725.543153%
Net Assets62.8B164M38,293%
Total Expense Ratio0.190.5932%
Turnover14.005.00280%
Yield1.872.4676%
Fund Existence25 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDTBG
RSI
ODDS (%)
Bearish Trend 3 days ago
82%
Bearish Trend 3 days ago
61%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
58%
Momentum
ODDS (%)
Bullish Trend 3 days ago
84%
Bullish Trend 3 days ago
82%
MACD
ODDS (%)
Bullish Trend 3 days ago
84%
Bearish Trend 3 days ago
59%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
88%
Advances
ODDS (%)
Bullish Trend 5 days ago
84%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 7 days ago
77%
Bearish Trend 7 days ago
57%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
80%
Bearish Trend 3 days ago
68%
Aroon
ODDS (%)
Bullish Trend 3 days ago
76%
Bullish Trend 3 days ago
86%
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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%
+0.38%
BAC - IWD
77%
Closely correlated
+0.12%
JPM - IWD
64%
Loosely correlated
+0.70%
CVX - IWD
48%
Loosely correlated
-0.64%
XOM - IWD
45%
Loosely correlated
-0.35%
DIS - IWD
43%
Loosely correlated
-0.39%
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%
+0.39%
BX - TBG
76%
Closely correlated
-0.01%
TFC - TBG
75%
Closely correlated
+0.36%
SPG - TBG
73%
Closely correlated
+1.30%
MS - TBG
72%
Closely correlated
+0.36%
CSCO - TBG
71%
Closely correlated
+0.59%
More