IWD
Price
$201.20
Change
-$0.39 (-0.19%)
Updated
Sep 8, 01:04 PM (EDT)
Net Assets
63.43B
UDI
Price
$31.19
Change
+$0.24 (+0.78%)
Updated
Sep 4 closing price
Net Assets
5.12M
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IWD vs UDI

Header iconIWD vs UDI Comparison
Open Charts IWD vs UDIBanner chart's image
iShares Russell 1000 Value ETF
Price$201.20
Change-$0.39 (-0.19%)
Volume$290
Net Assets63.43B
USCF ESG Dividend Income ETF
Price$31.19
Change+$0.24 (+0.78%)
Volume$36.12K
Net Assets5.12M
IWD vs UDI Comparison Chart in %
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
UDI
Daily Signalchanged days ago
Gain/Loss if bought
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IWD vs. UDI commentary
Sep 08, 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 UDI is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 63.4B vs. UDI (5.12M). IWD (9.840) and UDI (9.693) have matching annual dividend yield . IWD was incepted earlier than UDI: IWD (25 years) vs UDI (3 years). IWD (0.18) has a lower expense ratio than UDI (0.65). UDI has a higher turnover IWD (15.00) vs IWD (15.00).
IWDUDIIWD / UDI
Gain YTD9.8409.693102%
Net Assets63.4B5.12M1,237,315%
Total Expense Ratio0.180.6528%
Turnover15.0028.0054%
Yield1.815.2934%
Fund Existence25 years3 years-
TECHNICAL ANALYSIS
Technical Analysis
IWDUDI
RSI
ODDS (%)
Bearish Trend 4 days ago
78%
Bearish Trend 4 days ago
66%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
74%
Bearish Trend 4 days ago
55%
Momentum
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
80%
MACD
ODDS (%)
Bullish Trend 4 days ago
84%
Bullish Trend 4 days ago
73%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
76%
Bullish Trend 4 days ago
82%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
81%
Advances
ODDS (%)
Bullish Trend 11 days ago
83%
Bullish Trend 5 days ago
82%
Declines
ODDS (%)
Bearish Trend 6 days ago
77%
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
79%
Bearish Trend 4 days ago
60%
Aroon
ODDS (%)
Bullish Trend 4 days ago
76%
Bullish Trend 4 days ago
71%
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IWD
Daily Signalchanged days ago
Gain/Loss if bought
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UDI
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%
-0.25%
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

UDI and

Correlation & Price change

A.I.dvisor indicates that over the last year, UDI has been closely correlated with GS. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if UDI jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UDI
1D Price
Change %
UDI100%
N/A
GS - UDI
76%
Closely correlated
-1.43%
BAC - UDI
74%
Closely correlated
-1.13%
JPM - UDI
71%
Closely correlated
-3.11%
BK - UDI
68%
Closely correlated
-1.77%
STAG - UDI
68%
Closely correlated
+0.54%
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