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IWX vs SCHD
IWX vs SCHD Comparison
Open Charts IWX vs SCHD
iShares Russell Top 200 Value ETF
Price$84.33
Change-$0.07 (-0.08%)
Volume$79.48K
Net Assets2.74B
Schwab US Dividend Equity ETF™
Price$27.05
Change+$0.03 (+0.11%)
Volume$27.17K
Net Assets70.59B
IWX vs SCHD Comparison Chart in %
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IWX vs. SCHD commentary
Jul 21, 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 StrongBuy and SCHD is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
SCHD has more net assets: 70.6B vs. IWX (2.75B). IWX has a higher annual dividend yield than SCHD: IWX (7.588) vs SCHD (0.774). 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 (18.00) vs IWX (18.00).
| IWX | SCHD | IWX / SCHD | |
| Gain YTD | 7.588 | 0.774 | 980% |
| Net Assets | 2.75B | 70.6B | 4% |
| Total Expense Ratio | 0.20 | 0.06 | 333% |
| Turnover | 18.00 | 29.00 | 62% |
| Yield | 1.82 | 3.87 | 47% |
| Fund Existence | 16 years | 14 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| IWX | SCHD | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 68% | 4 days ago 72% |
| Stochastic ODDS (%) | 4 days ago 83% | 4 days ago 71% |
| Momentum ODDS (%) | 4 days ago 66% | 4 days ago 73% |
| MACD ODDS (%) | 4 days ago 67% | 4 days ago 75% |
| TrendWeek ODDS (%) | 4 days ago 71% | 4 days ago 73% |
| TrendMonth ODDS (%) | 4 days ago 81% | 4 days ago 84% |
| Advances ODDS (%) | 5 days ago 82% | 5 days ago 84% |
| Declines ODDS (%) | 14 days ago 74% | 7 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 81% | 4 days ago 72% |
| Aroon ODDS (%) | 4 days ago 77% | 4 days ago 82% |
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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 79% 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.
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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 75% 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 % | ||
|---|---|---|---|---|
| SCHD | 100% | -0.44% | ||
| APAM - SCHD | 75% Closely correlated | -0.90% | ||
| HBAN - SCHD | 74% Closely correlated | -1.59% | ||
| BLK - SCHD | 74% Closely correlated | -0.16% | ||
| COLB - SCHD | 71% Closely correlated | N/A | ||
| USB - SCHD | 71% Closely correlated | +1.06% | ||
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