IDU vs. IUSA.DE
Compare and contrast key facts about iShares U.S. Utilities ETF (IDU) and iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE).
IDU and IUSA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IDU is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Utilities Index. It was launched on Jun 20, 2000. IUSA.DE is a passively managed fund by iShares that tracks the performance of the Russell 1000 TR USD. It was launched on Mar 15, 2002. Both IDU and IUSA.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDU or IUSA.DE.
Key characteristics
| IDU | IUSA.DE | |
|---|---|---|
| YTD Return | 7.72% | 10.28% |
| 1Y Return | 3.03% | 28.20% |
| 3Y Return (Ann) | 3.78% | 12.34% |
| 5Y Return (Ann) | 5.98% | 14.37% |
| 10Y Return (Ann) | 8.02% | 15.32% |
| Sharpe Ratio | 0.21 | 2.80 |
| Daily Std Dev | 15.67% | 10.40% |
| Max Drawdown | -53.88% | -50.54% |
| Current Drawdown | -6.45% | -2.13% |
Correlation
The correlation between IDU and IUSA.DE is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IDU vs. IUSA.DE - Performance Comparison
In the year-to-date period, IDU achieves a 7.72% return, which is significantly lower than IUSA.DE's 10.28% return. Over the past 10 years, IDU has underperformed IUSA.DE with an annualized return of 8.02%, while IUSA.DE has yielded a comparatively higher 15.32% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IDU vs. IUSA.DE - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is higher than IUSA.DE's 0.07% expense ratio.
Risk-Adjusted Performance
IDU vs. IUSA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE). 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.
Dividends
IDU vs. IUSA.DE - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.52%, more than IUSA.DE's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDU iShares U.S. Utilities ETF | 2.52% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% | 3.36% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD (Dist) | 1.25% | 1.35% | 1.54% | 1.16% | 1.62% | 1.66% | 2.00% | 2.09% | 1.50% | 2.05% | 2.22% | 1.90% |
Drawdowns
IDU vs. IUSA.DE - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, which is greater than IUSA.DE's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for IDU and IUSA.DE. For additional features, visit the drawdowns tool.
Volatility
IDU vs. IUSA.DE - Volatility Comparison
iShares U.S. Utilities ETF (IDU) has a higher volatility of 4.03% compared to iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) at 3.61%. This indicates that IDU's price experiences larger fluctuations and is considered to be riskier than IUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.