IDU vs. VPU
Compare and contrast key facts about iShares U.S. Utilities ETF (IDU) and Vanguard Utilities ETF (VPU).
IDU and VPU 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. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004. Both IDU and VPU 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 VPU.
Key characteristics
| IDU | VPU | |
|---|---|---|
| YTD Return | 7.72% | 6.51% |
| 1Y Return | 3.03% | -0.02% |
| 3Y Return (Ann) | 3.78% | 3.02% |
| 5Y Return (Ann) | 5.98% | 5.63% |
| 10Y Return (Ann) | 8.02% | 8.02% |
| Sharpe Ratio | 0.21 | 0.01 |
| Daily Std Dev | 15.67% | 17.00% |
| Max Drawdown | -53.88% | -46.31% |
| Current Drawdown | -6.45% | -9.31% |
Correlation
The correlation between IDU and VPU is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IDU vs. VPU - Performance Comparison
In the year-to-date period, IDU achieves a 7.72% return, which is significantly higher than VPU's 6.51% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: IDU at 8.02% and VPU at 8.02%. 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. VPU - Expense Ratio Comparison
IDU has a 0.42% expense ratio, which is higher than VPU's 0.10% expense ratio.
Risk-Adjusted Performance
IDU vs. VPU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Utilities ETF (IDU) and Vanguard Utilities ETF (VPU). 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. VPU - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.52%, less than VPU's 3.27% 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% |
VPU Vanguard Utilities ETF | 3.27% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% | 3.76% |
Drawdowns
IDU vs. VPU - Drawdown Comparison
The maximum IDU drawdown since its inception was -53.88%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for IDU and VPU. For additional features, visit the drawdowns tool.
Volatility
IDU vs. VPU - Volatility Comparison
The current volatility for iShares U.S. Utilities ETF (IDU) is 4.03%, while Vanguard Utilities ETF (VPU) has a volatility of 4.56%. This indicates that IDU experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.