IWX
Price
$82.46
Change
+$0.70 (+0.86%)
Updated
May 16 closing price
Net Assets
2.66B
SCHD
Price
$26.58
Change
+$0.16 (+0.61%)
Updated
May 16, 04:59 PM (EDT)
Net Assets
68.61B
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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$82.46
Change+$0.70 (+0.86%)
Volume$168.63K
Net Assets2.66B
Schwab US Dividend Equity ETF™
Price$26.58
Change+$0.16 (+0.61%)
Volume$237.36K
Net Assets68.61B
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
May 17, 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: 68.6B vs. IWX (2.66B). IWX has a higher annual dividend yield than SCHD: IWX (3.818) vs SCHD (-2.422). 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 YTD3.818-2.422-158%
Net Assets2.66B68.6B4%
Total Expense Ratio0.200.06333%
Turnover14.0029.0048%
Yield1.884.0347%
Fund Existence16 years14 years-
TECHNICAL ANALYSIS
Technical Analysis
IWXSCHD
RSI
ODDS (%)
Bullish Trend 5 days ago
75%
Bullish Trend 5 days ago
80%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
77%
Momentum
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
86%
MACD
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
83%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 9 days ago
82%
Bullish Trend 9 days ago
84%
Declines
ODDS (%)
Bearish Trend 3 days ago
74%
Bearish Trend 3 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
84%
Bearish Trend 2 days ago
72%
Aroon
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
82%
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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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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%
+1.15%
PH - IWX
78%
Closely correlated
-0.32%
TFC - IWX
77%
Closely correlated
-0.12%
SPGI - IWX
77%
Closely correlated
+1.43%
BAC - IWX
75%
Closely correlated
-0.80%
LIN - IWX
75%
Closely correlated
+1.85%
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%
+1.62%
APAM - SCHD
74%
Closely correlated
+0.68%
BLK - SCHD
74%
Closely correlated
+1.66%
HBAN - SCHD
73%
Closely correlated
+0.06%
USB - SCHD
71%
Closely correlated
+0.79%
TROW - SCHD
70%
Closely correlated
+0.34%
More