IDU vs. BILT
IDU (iShares U.S. Utilities ETF) and BILT (iShares Infrastructure Active ETF) are both Utilities Equities funds from iShares. IDU is passively managed, while BILT is actively managed. A 0.74 correlation means they provide meaningful diversification when combined. IDU charges 0.42%/yr vs 0.60%/yr for BILT.
Performance
IDU vs. BILT - Performance Comparison
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Returns By Period
In the year-to-date period, IDU achieves a 8.16% return, which is significantly lower than BILT's 14.83% return.
IDU
- 1D
- 0.60%
- 1M
- 1.91%
- YTD
- 8.16%
- 6M
- 7.72%
- 1Y
- 14.82%
- 3Y*
- 15.17%
- 5Y*
- 10.47%
- 10Y*
- 9.02%
BILT
- 1D
- 0.76%
- 1M
- 0.28%
- YTD
- 14.83%
- 6M
- 14.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDU vs. BILT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDU iShares U.S. Utilities ETF | 8.16% | 0.69% |
BILT iShares Infrastructure Active ETF | 14.83% | 4.16% |
Correlation
The correlation between IDU and BILT is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025 | 0.74 |
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Return for Risk
IDU vs. BILT — Risk / Return Rank
IDU
BILT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDU vs. BILT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and iShares Infrastructure Active ETF (BILT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDU | BILT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | — | — |
| Martin ratioReturn relative to average drawdown | 3.59 | — | — |
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Drawdowns
IDU vs. BILT - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, which is greater than BILT's maximum drawdown of -5.38%. Use the drawdown chart below to compare losses from any high point for IDU and BILT.
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Drawdown Indicators
| IDU | BILT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.88% | -5.38% | -48.50% |
Max Drawdown (1Y)Largest decline over 1 year | -9.15% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -16.74% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.18% | — | — |
Current DrawdownCurrent decline from peak | -2.90% | -0.24% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -11.37% | -1.44% | -9.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | — | — |
Volatility
IDU vs. BILT - Volatility Comparison
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Volatility by Period
| IDU | BILT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.13% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 10.27% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 10.27% | +6.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.74% | 10.27% | +8.47% |
IDU vs. BILT - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is lower than BILT's 0.60% expense ratio.
Dividends
IDU vs. BILT - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.17%, less than BILT's 5.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 5.67% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDU iShares U.S. Utilities ETF | 2.17% | 2.23% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% |
Frequently Asked Questions
IDU and BILT have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDU is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDU is cheaper with a 0.42% expense ratio, compared with 0.60% for BILT.
BILT has the higher dividend yield at 5.67%, compared with 2.17% for IDU.
Their fees differ too: 0.42% for IDU and 0.60% for BILT.
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