IUSA.DE vs. IDU
Compare and contrast key facts about iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) and iShares U.S. Utilities ETF (IDU).
IUSA.DE and IDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IUSA.DE and IDU 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: IUSA.DE or IDU.
Key characteristics
| IUSA.DE | IDU | |
|---|---|---|
| YTD Return | 31.76% | 28.82% |
| 1Y Return | 39.45% | 37.17% |
| 3Y Return (Ann) | 12.68% | 9.50% |
| 5Y Return (Ann) | 16.48% | 8.13% |
| 10Y Return (Ann) | 15.03% | 9.18% |
| Sharpe Ratio | 3.13 | 2.58 |
| Sortino Ratio | 4.25 | 3.57 |
| Omega Ratio | 1.65 | 1.45 |
| Calmar Ratio | 4.55 | 1.96 |
| Martin Ratio | 20.19 | 14.93 |
| Ulcer Index | 1.86% | 2.53% |
| Daily Std Dev | 11.93% | 14.66% |
| Max Drawdown | -50.54% | -53.88% |
| Current Drawdown | 0.00% | -2.57% |
Correlation
The correlation between IUSA.DE and IDU 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
IUSA.DE vs. IDU - Performance Comparison
In the year-to-date period, IUSA.DE achieves a 31.76% return, which is significantly higher than IDU's 28.82% return. Over the past 10 years, IUSA.DE has outperformed IDU with an annualized return of 15.03%, while IDU has yielded a comparatively lower 9.18% 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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IUSA.DE vs. IDU - Expense Ratio Comparison
IUSA.DE has a 0.07% expense ratio, which is lower than IDU's 0.42% expense ratio.
Risk-Adjusted Performance
IUSA.DE vs. IDU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) and iShares U.S. Utilities ETF (IDU). 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
IUSA.DE vs. IDU - Dividend Comparison
IUSA.DE's dividend yield for the trailing twelve months is around 0.97%, less than IDU's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD (Dist) | 0.97% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.71% | 1.84% | 1.36% | 1.85% | 1.67% | 1.43% |
IDU iShares U.S. Utilities ETF | 2.11% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% | 3.36% |
Drawdowns
IUSA.DE vs. IDU - Drawdown Comparison
The maximum IUSA.DE drawdown since its inception was -50.54%, smaller than the maximum IDU drawdown of -53.88%. Use the drawdown chart below to compare losses from any high point for IUSA.DE and IDU. For additional features, visit the drawdowns tool.
Volatility
IUSA.DE vs. IDU - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Dist) (IUSA.DE) is 3.55%, while iShares U.S. Utilities ETF (IDU) has a volatility of 5.08%. This indicates that IUSA.DE experiences smaller price fluctuations and is considered to be less risky than IDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.