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.
Correlation
The correlation between IDU and VPU is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IDU vs. VPU - Performance Comparison
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Key characteristics
IDU:
1.04
VPU:
1.01
IDU:
1.57
VPU:
1.53
IDU:
1.20
VPU:
1.20
IDU:
1.84
VPU:
1.77
IDU:
4.75
VPU:
4.46
IDU:
3.83%
VPU:
4.07%
IDU:
16.49%
VPU:
16.79%
IDU:
-53.88%
VPU:
-46.31%
IDU:
0.00%
VPU:
0.00%
Returns By Period
In the year-to-date period, IDU achieves a 9.99% return, which is significantly higher than VPU's 9.45% return. Both investments have delivered pretty close results over the past 10 years, with IDU having a 9.63% annualized return and VPU not far ahead at 9.72%.
IDU
9.99%
5.00%
5.69%
16.86%
11.11%
9.63%
VPU
9.45%
5.21%
5.34%
16.73%
10.72%
9.72%
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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 Rank
IDU
VPU
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.
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Dividends
IDU vs. VPU - Dividend Comparison
IDU's dividend yield for the trailing twelve months is around 2.19%, less than VPU's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDU iShares U.S. Utilities ETF | 2.19% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% |
VPU Vanguard Utilities ETF | 2.85% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% | 3.02% |
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.
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Volatility
IDU vs. VPU - Volatility Comparison
iShares U.S. Utilities ETF (IDU) and Vanguard Utilities ETF (VPU) have volatilities of 4.81% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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