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 0.75 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 3.25% return, which is significantly lower than BILT's 12.84% return.
IDU
- 1D
- 0.60%
- 1M
- -4.84%
- YTD
- 3.25%
- 6M
- 1.90%
- 1Y
- 9.25%
- 3Y*
- 13.84%
- 5Y*
- 9.17%
- 10Y*
- 8.80%
BILT
- 1D
- 0.40%
- 1M
- -1.04%
- YTD
- 12.84%
- 6M
- 12.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDU vs. BILT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDU iShares U.S. Utilities ETF | 3.25% | 0.32% |
BILT iShares Infrastructure Active ETF | 12.84% | 3.99% |
Correlation
The correlation between IDU and BILT is 0.75, 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 Aug 1, 2025 | 0.75 |
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Return for Risk
IDU vs. BILT — Risk / Return Rank
IDU
BILT
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.
| IDU | BILT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.12 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | — | — |
| Martin ratioReturn relative to average drawdown | 2.38 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDU | BILT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 2.05 | -1.63 |
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 | -7.30% | -1.97% | -5.33% |
Average DrawdownAverage peak-to-trough decline | -11.38% | -1.44% | -9.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | — | — |
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 | 5.11% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.94% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 10.26% | +3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 10.26% | +6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 10.26% | +8.46% |
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 2.23%, more than BILT's 1.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILT iShares Infrastructure Active ETF | 1.33% | 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 | 2.23% | 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 0.75, 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.
IDU has the higher dividend yield at 2.23%, compared with 1.33% for BILT.
Their fees differ too: 0.42% for IDU and 0.60% for BILT.
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