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iShares U.S. Utilities ETF

IDU
ETF · Currency in USD
ISIN
US4642876977
CUSIP
464287697
Issuer
iShares
Inception Date
Jun 20, 2000
Region
North America (U.S.)
Category
Utilities Equities
Expense Ratio
0.42%
Index Tracked
Dow Jones U.S. Utilities Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

IDUPrice Chart


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IDUPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Utilities ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,673 for a total return of roughly 226.73%. All prices are adjusted for splits and dividends.


IDU (iShares U.S. Utilities ETF)
Benchmark (S&P 500)

IDUReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.43%
6M2.57%
YTD10.02%
1Y10.10%
5Y10.03%
10Y10.46%

IDUMonthly Returns Heatmap


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IDUSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares U.S. Utilities ETF Sharpe ratio is 0.55. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


IDU (iShares U.S. Utilities ETF)
Benchmark (S&P 500)

IDUDividends

iShares U.S. Utilities ETF granted a 2.62% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.19 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.19$2.28$2.19$1.88$1.74$1.94$2.28$1.70$1.61$1.50$1.45$1.45

Dividend yield

2.62%2.94%2.71%2.80%2.62%3.18%4.22%2.88%3.36%3.47%3.28%3.76%

IDUDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IDU (iShares U.S. Utilities ETF)
Benchmark (S&P 500)

IDUWorst Drawdowns

The table below shows the maximum drawdowns of the iShares U.S. Utilities ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares U.S. Utilities ETF is 36.18%, recorded on Mar 23, 2020. It took 352 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.18%Feb 19, 202024Mar 23, 2020352Aug 13, 2021376
-16.2%Jan 30, 2015152Sep 4, 2015126Mar 8, 2016278
-15.3%Nov 15, 201758Feb 8, 2018176Oct 19, 2018234
-12.2%Jul 22, 201112Aug 8, 201130Sep 20, 201142
-12.08%Jul 7, 201691Nov 11, 201688Mar 22, 2017179
-10.77%May 1, 201336Jun 20, 2013164Feb 13, 2014200
-9.57%Jul 31, 201275Nov 15, 201259Feb 12, 2013134
-9.33%Jul 1, 201426Aug 6, 201455Oct 23, 201481
-9.18%May 4, 201020Jun 1, 201038Jul 26, 201058
-8.88%Dec 14, 20187Dec 24, 201839Feb 21, 201946

IDUVolatility Chart

Current iShares U.S. Utilities ETF volatility is 12.54%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IDU (iShares U.S. Utilities ETF)
Benchmark (S&P 500)

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