IWX
Price
$83.92
Change
+$0.31 (+0.37%)
Updated
Jun 27 closing price
Net Assets
2.75B
SCHD
Price
$26.39
Change
-$0.00 (-0.00%)
Updated
Jun 27 closing price
Net Assets
68.81B
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IWX vs SCHD

Header iconIWX vs SCHD Comparison
Open Charts IWX vs SCHDBanner chart's image
iShares Russell Top 200 Value ETF
Price$83.92
Change+$0.31 (+0.37%)
Volume$124.41K
Net Assets2.75B
Schwab US Dividend Equity ETF™
Price$26.39
Change-$0.00 (-0.00%)
Volume$20.89M
Net Assets68.81B
IWX vs SCHD Comparison Chart in %
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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IWX vs. SCHD commentary
Jun 30, 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 IWX is a Buy and SCHD is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 68.8B vs. IWX (2.75B). IWX has a higher annual dividend yield than SCHD: IWX (7.065) vs SCHD (-1.575). IWX was incepted earlier than SCHD: IWX (16 years) vs SCHD (14 years). SCHD (0.06) has a lower expense ratio than IWX (0.20). SCHD has a higher turnover IWX (14.00) vs IWX (14.00).
IWXSCHDIWX / SCHD
Gain YTD7.065-1.575-448%
Net Assets2.75B68.8B4%
Total Expense Ratio0.200.06333%
Turnover14.0029.0048%
Yield1.833.9746%
Fund Existence16 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
70%
Bullish Trend 3 days ago
85%
Momentum
ODDS (%)
Bullish Trend 3 days ago
83%
Bearish Trend 3 days ago
73%
MACD
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
83%
Bearish Trend 3 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
81%
Bullish Trend 3 days ago
84%
Advances
ODDS (%)
Bullish Trend 3 days ago
82%
Bullish Trend 20 days ago
84%
Declines
ODDS (%)
N/A
Bearish Trend 12 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
79%
Bearish Trend 3 days ago
73%
Aroon
ODDS (%)
Bullish Trend 3 days ago
75%
Bullish Trend 3 days ago
82%
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
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SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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IWX and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWX has been closely correlated with PH. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWX jumps, then PH could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWX
1D Price
Change %
IWX100%
+0.37%
PH - IWX
80%
Closely correlated
+1.28%
TFC - IWX
78%
Closely correlated
+0.16%
SPGI - IWX
77%
Closely correlated
+0.52%
LIN - IWX
76%
Closely correlated
-0.14%
BAC - IWX
75%
Closely correlated
-0.72%
More

SCHD and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHD
1D Price
Change %
SCHD100%
N/A
APAM - SCHD
74%
Closely correlated
+0.04%
HBAN - SCHD
74%
Closely correlated
-0.24%
BLK - SCHD
74%
Closely correlated
+1.65%
USB - SCHD
71%
Closely correlated
+0.31%
CNS - SCHD
70%
Closely correlated
+3.09%
More