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
| ISIN | US4642876977 |
|---|---|
| CUSIP | 464287697 |
| Issuer | iShares |
| Inception Date | Jun 20, 2000 |
| Region | North America (U.S.) |
| Category | Utilities Equities |
| Index Tracked | Dow Jones U.S. Utilities Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
The iShares U.S. Utilities ETF has a high expense ratio of 0.42%, indicating higher-than-average management fees.
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.
Popular comparisons: IDU vs. VOO, IDU vs. XLU, IDU vs. FXU, IDU vs. IVV, IDU vs. VPU, IDU vs. QUAL, IDU vs. IHF, IDU vs. ITOT, IDU vs. WEC, IDU vs. IUSA.DE
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares U.S. Utilities ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares U.S. Utilities ETF had a return of 1.79% year-to-date (YTD) and -2.74% in the last 12 months. Over the past 10 years, iShares U.S. Utilities ETF had an annualized return of 7.45%, while the S&P 500 had an annualized return of 10.50%, indicating that iShares U.S. Utilities ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 1.79% | 5.90% |
| 1 month | -0.29% | -1.28% |
| 6 months | 9.68% | 15.51% |
| 1 year | -2.74% | 21.68% |
| 5 years (annualized) | 5.05% | 11.74% |
| 10 years (annualized) | 7.45% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.55% | 2.40% | 6.55% | |||||||||
| 2023 | -5.21% | 1.32% | 5.38% | 2.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares U.S. Utilities ETF(IDU)
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.
Dividends
Dividend History
iShares U.S. Utilities ETF granted a 2.67% dividend yield in the last twelve months. The annual payout for that period amounted to $2.16 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.16 | $2.23 | $2.07 | $2.11 | $2.28 | $2.19 | $1.88 | $1.74 | $1.94 | $2.28 | $1.70 | $1.61 |
Dividend yield | 2.67% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% | 3.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.46 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2017 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.30 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.47 |
| 2013 | $0.41 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.41 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
The current iShares U.S. Utilities ETF drawdown is 11.61%.
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 | — | — | — |
| -16.2% | Jan 30, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
Volatility
Volatility Chart
The current iShares U.S. Utilities ETF volatility is 3.85%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.