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IDU vs. FPWR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IDU vs. FPWR

Last updated Jun 25, 2026

IDU (iShares U.S. Utilities ETF) and FPWR (First Trust EIP Power Solutions ETF) are both Utilities Equities funds. IDU is passively managed, while FPWR is actively managed. Over the past 5 years, IDU returned 10.34%/yr vs 12.31%/yr for FPWR. Their correlation of 0.87 suggests significant overlap in exposure. IDU charges 0.42%/yr vs 0.96%/yr for FPWR.

Performance

IDU vs. FPWR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Utilities ETF (IDU) and First Trust EIP Power Solutions ETF (FPWR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IDU achieves a 7.52% return, which is significantly lower than FPWR's 14.34% return.

IDU

1D
1.15%
1M
1.24%
YTD
7.52%
6M
7.07%
1Y
12.48%
3Y*
15.30%
5Y*
10.34%
10Y*
9.08%

FPWR

1D
0.21%
1M
-0.61%
YTD
14.34%
6M
13.89%
1Y
20.70%
3Y*
18.33%
5Y*
12.31%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDU vs. FPWR - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
IDU
iShares U.S. Utilities ETF		7.52%15.23%23.23%-5.02%0.17%16.96%-1.07%5.60%
FPWR
First Trust EIP Power Solutions ETF		14.34%16.78%22.60%-3.36%5.28%12.26%8.98%5.66%

Correlation

The correlation between IDU and FPWR is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Aug 20, 2019

0.87

The correlation between IDU and FPWR has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.

IDU vs. FPWR - Sectors Allocation Comparison

Sectors
IDU
FPWR

Utilities

91.1%
51.7%

Industrials

8.4%
6.7%

Energy

0.5%
30.0%

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Financial Services

-

1.7%

Healthcare

-

-

Real Estate

-

-

Technology

-

-

Utilities

IDU
91.1%
FPWR
51.7%

Industrials

IDU
8.4%
FPWR
6.7%

Energy

IDU
0.5%
FPWR
30.0%

Basic Materials

IDU

-

FPWR

-

Communication Services

IDU

-

FPWR

-

Consumer Cyclical

IDU

-

FPWR

-

Consumer Defensive

IDU

-

FPWR

-

Financial Services

IDU

-

FPWR
1.7%

Healthcare

IDU

-

FPWR

-

Real Estate

IDU

-

FPWR

-

Technology

IDU

-

FPWR

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares U.S. Utilities ETF

First Trust EIP Power Solutions ETF

Often compared with IDU:
IDU vs. XLUIDU vs. VPUIDU vs. FXUIDU vs. IUSA.DEIDU vs. VOOIDU vs. WECIDU vs. IHF
Often compared with FPWR:
FPWR vs. UTESFPWR vs. XLUFPWR vs. BILTFPWR vs. POWRFPWR vs. GLIXFPWR vs. ECLNFPWR vs. ELFY

Return for Risk

IDU vs. FPWR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IDU
IDU Risk / Return Rank: 2626
Overall Rank
IDU Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
IDU Sortino Ratio Rank: 2525
Sortino Ratio Rank
IDU Omega Ratio Rank: 2424
Omega Ratio Rank
IDU Calmar Ratio Rank: 3030
Calmar Ratio Rank
IDU Martin Ratio Rank: 2525
Martin Ratio Rank
FPWR
FPWR Risk / Return Rank: 7373
Overall Rank
FPWR Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
FPWR Sortino Ratio Rank: 7474
Sortino Ratio Rank
FPWR Omega Ratio Rank: 6666
Omega Ratio Rank
FPWR Calmar Ratio Rank: 8686
Calmar Ratio Rank
FPWR Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDU vs. FPWR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and First Trust EIP Power Solutions ETF (FPWR). 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.

IDUFPWRDifference
Sharpe ratioReturn per unit of total volatility
0.90
1.98

-1.08

Sortino ratioReturn per unit of downside risk
1.28
2.86

-1.58

Omega ratioGain probability vs. loss probability

1.16

1.34

-0.18

Calmar ratioReturn relative to maximum drawdown

1.37

4.14

-2.77

Martin ratioReturn relative to average drawdown

3.03

10.41

-7.38

IDU vs. FPWR - Sharpe Ratio Comparison

The current IDU Sharpe Ratio is 0.90, which is lower than the FPWR Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of IDU and FPWR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IDU vs. FPWR - Drawdown Comparison

The maximum IDU drawdown since its inception was -53.88%, which is greater than FPWR's maximum drawdown of -32.28%. Use the drawdown chart below to compare losses from any high point for IDU and FPWR.

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Drawdown Indicators

IDUFPWRDifference

Max Drawdown

Largest peak-to-trough decline

-53.88%

-32.28%

-21.60%

Max Drawdown (1Y)

Largest decline over 1 year

-9.15%

-5.02%

-4.13%

Max Drawdown (3Y)

Largest decline over 3 years

-16.74%

-14.68%

-2.06%

Max Drawdown (5Y)

Largest decline over 5 years

-24.11%

-19.88%

-4.23%

Max Drawdown (10Y)

Largest decline over 10 years

-36.18%

—

—

Current Drawdown

Current decline from peak

-3.47%

-1.77%

-1.70%

Average Drawdown

Average peak-to-trough decline

-11.37%

-4.98%

-6.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.13%

1.99%

+2.14%

Volatility

IDU vs. FPWR - Volatility Comparison

iShares U.S. Utilities ETF (IDU) has a higher volatility of 5.03% compared to First Trust EIP Power Solutions ETF (FPWR) at 3.52%. This indicates that IDU's price experiences larger fluctuations and is considered to be riskier than FPWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IDUFPWRDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

3.52%

+1.51%

Volatility (6M)

Calculated over the trailing 6-month period

11.13%

8.17%

+2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

13.94%

10.53%

+3.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.48%

14.21%

+2.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.75%

17.36%

+1.39%

IDU vs. FPWR - Expense Ratio Comparison

IDU has a 0.42% expense ratio, which is lower than FPWR's 0.96% expense ratio.

Dividends

IDU vs. FPWR - Dividend Comparison

IDU's dividend yield for the trailing twelve months is around 2.18%, more than FPWR's 1.79% yield.

PositionTTM20252024202320222021202020192018201720162015
FPWR
First Trust EIP Power Solutions ETF		1.79%1.97%2.52%2.54%1.72%1.66%1.68%0.71%0.00%0.00%0.00%0.00%
IDU
iShares U.S. Utilities ETF		2.18%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 FPWR have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDU has higher volatility (5.03%) compared to FPWR (3.52%). In terms of maximum drawdown, IDU dropped -53.88% vs FPWR's -32.28%.

On 5-year performance, FPWR leads with 12.31% vs 10.34% for IDU. On fees, IDU is cheaper at 0.42% per year. On volatility, FPWR has been the lower-risk option at 3.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FPWR has performed better with a 12.31% return vs 10.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IDU is cheaper with a 0.42% expense ratio, compared with 0.96% for FPWR.

IDU has the higher dividend yield at 2.18%, compared with 1.79% for FPWR.

They also come from different issuers: iShares and First Trust. Their fees differ too: 0.42% for IDU and 0.96% for FPWR.

FPWR currently has the higher Sharpe Ratio (1.98 vs 0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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