IWX
Price
$82.64
Change
+$0.81 (+0.99%)
Updated
Jun 6 closing price
Net Assets
2.67B
SCHD
Price
$26.54
Change
+$0.31 (+1.18%)
Updated
Jun 6 closing price
Net Assets
68.35B
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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$82.64
Change+$0.81 (+0.99%)
Volume$73.62K
Net Assets2.67B
Schwab US Dividend Equity ETF™
Price$26.54
Change+$0.31 (+1.18%)
Volume$10.66M
Net Assets68.35B
IWX vs SCHD Comparison Chart
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IWX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
IWX vs. SCHD commentary
Jun 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 IWX is a Hold and SCHD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHD has more net assets: 68.4B vs. IWX (2.67B). IWX has a higher annual dividend yield than SCHD: IWX (3.348) vs SCHD (-3.826). 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 YTD3.348-3.826-88%
Net Assets2.67B68.4B4%
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 12 days ago
69%
Bullish Trend 12 days ago
87%
Momentum
ODDS (%)
N/A
Bearish Trend 12 days ago
80%
MACD
ODDS (%)
Bearish Trend 12 days ago
78%
N/A
TrendWeek
ODDS (%)
Bearish Trend 12 days ago
71%
Bearish Trend 12 days ago
74%
TrendMonth
ODDS (%)
Bullish Trend 12 days ago
81%
Bullish Trend 12 days ago
84%
Advances
ODDS (%)
Bullish Trend 21 days ago
82%
Bullish Trend 24 days ago
84%
Declines
ODDS (%)
Bearish Trend 18 days ago
74%
Bearish Trend 18 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 12 days ago
81%
Bearish Trend 12 days ago
72%
Aroon
ODDS (%)
Bullish Trend 12 days ago
75%
Bullish Trend 12 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 78% 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%
-0.66%
PH - IWX
78%
Closely correlated
-0.69%
TFC - IWX
77%
Closely correlated
-1.72%
SPGI - IWX
77%
Closely correlated
-0.83%
LIN - IWX
76%
Closely correlated
-1.16%
BAC - IWX
75%
Closely correlated
-0.36%
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 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 %
SCHD100%
-0.88%
APAM - SCHD
75%
Closely correlated
-1.07%
BLK - SCHD
74%
Closely correlated
-1.02%
HBAN - SCHD
73%
Closely correlated
-1.27%
USB - SCHD
71%
Closely correlated
-1.17%
CNS - SCHD
71%
Closely correlated
+0.04%
More