WUTI.L vs. IDU
Compare and contrast key facts about SPDR MSCI World Utilits UCITS ETF (WUTI.L) and iShares U.S. Utilities ETF (IDU).
WUTI.L and IDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WUTI.L is a passively managed fund by State Street that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Apr 29, 2016. 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 WUTI.L 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.
Performance
WUTI.L vs. IDU - Performance Comparison
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WUTI.L vs. IDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WUTI.L SPDR MSCI World Utilits UCITS ETF | 9.42% | 25.37% | 13.26% | 0.13% | -3.55% | 10.54% | 4.43% | 22.22% | 1.82% | 13.96% |
IDU iShares U.S. Utilities ETF | 8.18% | 15.23% | 23.23% | -5.02% | 0.17% | 16.96% | -1.07% | 24.21% | 3.93% | 11.94% |
Returns By Period
In the year-to-date period, WUTI.L achieves a 9.42% return, which is significantly higher than IDU's 8.18% return.
WUTI.L
- 1D
- 1.45%
- 1M
- -1.90%
- YTD
- 9.42%
- 6M
- 11.39%
- 1Y
- 27.67%
- 3Y*
- 15.99%
- 5Y*
- 10.37%
- 10Y*
- —
IDU
- 1D
- 0.43%
- 1M
- -2.28%
- YTD
- 8.18%
- 6M
- 5.59%
- 1Y
- 17.21%
- 3Y*
- 14.43%
- 5Y*
- 10.64%
- 10Y*
- 9.39%
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WUTI.L vs. IDU - Expense Ratio Comparison
WUTI.L has a 0.30% expense ratio, which is lower than IDU's 0.42% expense ratio.
Return for Risk
WUTI.L vs. IDU — Risk / Return Rank
WUTI.L
IDU
WUTI.L vs. IDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI World Utilits UCITS ETF (WUTI.L) 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.
| WUTI.L | IDU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.14 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.57 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.21 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 2.08 | +0.71 |
Martin ratioReturn relative to average drawdown | 12.20 | 4.99 | +7.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WUTI.L | IDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.14 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.65 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.43 | +0.16 |
Correlation
The correlation between WUTI.L and IDU is 0.58, 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.
Dividends
WUTI.L vs. IDU - Dividend Comparison
WUTI.L has not paid dividends to shareholders, while IDU's dividend yield for the trailing twelve months is around 2.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WUTI.L SPDR MSCI World Utilits UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDU iShares U.S. Utilities ETF | 2.13% | 2.23% | 2.29% | 2.79% | 2.39% | 2.39% | 2.94% | 2.71% | 2.80% | 2.62% | 3.18% | 4.22% |
Drawdowns
WUTI.L vs. IDU - Drawdown Comparison
The maximum WUTI.L drawdown since its inception was -33.85%, smaller than the maximum IDU drawdown of -53.88%. Use the drawdown chart below to compare losses from any high point for WUTI.L and IDU.
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Drawdown Indicators
| WUTI.L | IDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -53.88% | +20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -8.45% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.86% | -24.11% | +2.25% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.18% | — |
Current DrawdownCurrent decline from peak | -2.90% | -2.88% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -11.43% | +6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 3.53% | -1.31% |
Volatility
WUTI.L vs. IDU - Volatility Comparison
SPDR MSCI World Utilits UCITS ETF (WUTI.L) has a higher volatility of 5.14% compared to iShares U.S. Utilities ETF (IDU) at 4.77%. This indicates that WUTI.L's price experiences larger fluctuations and is considered to be riskier than IDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WUTI.L | IDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 4.77% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.16% | 9.72% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 15.18% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 16.37% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.60% | 18.68% | -3.08% |