WEC vs. IDU
Compare and contrast key facts about WEC Energy Group, Inc. (WEC) and iShares U.S. Utilities ETF (IDU).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WEC or IDU.
Correlation
The correlation between WEC and IDU is 0.37, 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
WEC vs. IDU - Performance Comparison
Key characteristics
WEC:
2.19
IDU:
1.33
WEC:
2.99
IDU:
1.84
WEC:
1.38
IDU:
1.24
WEC:
1.64
IDU:
2.22
WEC:
9.38
IDU:
5.77
WEC:
4.03%
IDU:
3.80%
WEC:
17.31%
IDU:
16.47%
WEC:
-45.05%
IDU:
-53.88%
WEC:
-0.20%
IDU:
-3.28%
Returns By Period
In the year-to-date period, WEC achieves a 16.82% return, which is significantly higher than IDU's 5.40% return. Over the past 10 years, WEC has outperformed IDU with an annualized return of 11.66%, while IDU has yielded a comparatively lower 9.15% annualized return.
WEC
16.82%
4.41%
12.14%
36.69%
6.47%
11.66%
IDU
5.40%
1.92%
-0.88%
20.64%
9.72%
9.15%
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Risk-Adjusted Performance
WEC vs. IDU — Risk-Adjusted Performance Rank
WEC
IDU
WEC vs. IDU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WEC Energy Group, Inc. (WEC) 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
WEC vs. IDU - Dividend Comparison
WEC's dividend yield for the trailing twelve months is around 3.12%, more than IDU's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEC WEC Energy Group, Inc. | 3.12% | 3.55% | 3.71% | 3.10% | 2.79% | 2.75% | 2.56% | 3.19% | 3.13% | 3.38% | 3.40% | 2.96% |
IDU iShares U.S. Utilities ETF | 2.29% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% | 2.88% |
Drawdowns
WEC vs. IDU - Drawdown Comparison
The maximum WEC drawdown since its inception was -45.05%, smaller than the maximum IDU drawdown of -53.88%. Use the drawdown chart below to compare losses from any high point for WEC and IDU. For additional features, visit the drawdowns tool.
Volatility
WEC vs. IDU - Volatility Comparison
The current volatility for WEC Energy Group, Inc. (WEC) is 6.13%, while iShares U.S. Utilities ETF (IDU) has a volatility of 8.70%. This indicates that WEC 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.