iShares U.S. Utilities ETF (IDU)
IDU is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Utilities Index. IDU launched on Jun 20, 2000 and has a 0.42% expense ratio.
ETF Info
US4642876977
464287697
Jun 20, 2000
North America (U.S.)
1x
Dow Jones U.S. Utilities Index
Large-Cap
Value
Expense Ratio
IDU has an expense ratio of 0.42%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares U.S. Utilities ETF (IDU) returned 9.99% year-to-date (YTD) and 16.86% over the past 12 months. Over the past 10 years, IDU returned 9.63% annually, underperforming the S&P 500 benchmark at 10.89%.
IDU
9.99%
5.00%
5.69%
16.86%
11.11%
9.63%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of IDU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.38% | 2.19% | 0.34% | 0.30% | 3.46% | 9.99% | |||||||
| 2024 | -2.55% | 2.40% | 6.55% | 1.31% | 8.06% | -4.56% | 5.62% | 4.78% | 5.55% | -0.81% | 4.33% | -8.23% | 23.23% |
| 2023 | -1.79% | -5.51% | 4.93% | 1.80% | -5.64% | 2.20% | 1.87% | -6.00% | -5.21% | 1.32% | 5.38% | 2.53% | -5.02% |
| 2022 | -3.87% | -2.20% | 10.09% | -3.95% | 3.73% | -5.16% | 6.06% | 0.74% | -10.72% | 1.70% | 6.94% | -1.28% | 0.17% |
| 2021 | -1.04% | -5.64% | 10.58% | 3.90% | -2.46% | -1.98% | 3.81% | 3.66% | -5.97% | 5.46% | -1.84% | 8.86% | 16.96% |
| 2020 | 6.27% | -10.42% | -9.68% | 3.14% | 4.02% | -4.67% | 7.23% | -2.64% | 0.62% | 4.66% | 1.74% | 0.59% | -1.07% |
| 2019 | 3.58% | 3.89% | 2.76% | 0.90% | -0.98% | 3.23% | -0.23% | 4.77% | 4.05% | -0.89% | -2.03% | 3.14% | 24.21% |
| 2018 | -3.18% | -4.03% | 4.05% | 2.33% | -0.57% | 2.51% | 1.68% | 1.14% | -0.45% | 1.26% | 3.65% | -4.08% | 3.93% |
| 2017 | 1.26% | 4.93% | -0.06% | 0.65% | 4.09% | -2.66% | 2.57% | 3.07% | -2.63% | 3.99% | 2.76% | -6.03% | 11.94% |
| 2016 | 4.87% | 1.75% | 8.19% | -2.10% | 1.57% | 7.50% | -0.96% | -5.55% | 0.54% | 0.82% | -4.95% | 4.72% | 16.46% |
| 2015 | 2.19% | -6.00% | -0.84% | -0.63% | 0.40% | -6.10% | 5.74% | -3.53% | 2.87% | 1.71% | -1.98% | 1.93% | -4.84% |
| 2014 | 2.72% | 3.23% | 3.37% | 3.87% | -0.71% | 4.42% | -7.05% | 5.24% | -2.60% | 8.43% | 1.01% | 3.40% | 27.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, IDU is among the top 16% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares U.S. Utilities ETF provided a 2.19% dividend yield over the last twelve months, with an annual payout of $2.31 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.31 | $2.20 | $2.23 | $2.07 | $2.11 | $2.28 | $2.19 | $1.88 | $1.74 | $1.94 | $2.28 | $1.70 |
Dividend yield | 2.19% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Utilities ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.56 | |||||||
| 2024 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.68 | $2.20 |
| 2023 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.62 | $2.23 |
| 2022 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.58 | $2.07 |
| 2021 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.51 | $2.11 |
| 2020 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.59 | $2.28 |
| 2019 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.51 | $2.19 |
| 2018 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.40 | $1.88 |
| 2017 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.30 | $1.74 |
| 2016 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.58 | $1.94 |
| 2015 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.87 | $2.28 |
| 2014 | $0.41 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.47 | $1.70 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Utilities ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares U.S. Utilities ETF was 53.88%, occurring on Oct 9, 2002. Recovery took 680 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.88% | Dec 29, 2000 | 443 | Oct 9, 2002 | 680 | Jun 22, 2005 | 1123 |
| -47.78% | Dec 11, 2007 | 312 | Mar 9, 2009 | 827 | Jun 18, 2012 | 1139 |
| -36.18% | Feb 19, 2020 | 24 | Mar 23, 2020 | 352 | Aug 13, 2021 | 376 |
| -24.11% | Sep 13, 2022 | 265 | Oct 2, 2023 | 156 | May 15, 2024 | 421 |
| -16.2% | Jan 30, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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