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IDU: iShares U.S. Utilities ETF (ETF)
Basic Info 104.16 0.13(0.12%) June 27
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 06/20/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 2.77% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 9.5 | 20.3 | 9.7 | 11.6 | 9.5 | 9.7 | 7.1 | 6.5 | 23.2 | -5.0 | 0.2 | 17.0 | -1.1 | 22.5 | 2.5 | 10.5 | 14.7 | -6.8 | 25.4 | 12.9 | -0.5 | 16.6 | 5.1 | 10.1 | -31.2 | 15.3 | 19.2 | 12.9 | 21.2 | 22.9 | -23.7 | -26.9 | 30.2 |
| Sharpe Ratio | NA | 0.94 | 1.03 | 0.37 | 0.56 | 0.42 | NA | NA | 0.28 | 1.38 | -0.53 | -0.06 | 1.16 | -0.03 | 1.86 | 0.07 | 1.01 | 0.93 | -0.4 | 1.9 | 1.05 | -0.06 | 0.96 | 0.33 | 0.48 | -0.91 | 0.72 | 1.45 | 0.76 | 1.76 | 1.41 | -0.83 | -1.21 | 2.94 |
| Draw Down(%) | NA | 8.0 | 9.9 | 24.1 | 24.1 | 36.2 | NA | NA | 55.1 | 9.7 | 18.7 | 19.8 | 8.3 | 36.2 | 5.6 | 9.7 | 7.3 | 12.4 | 16.9 | 9.3 | 10.8 | 10.0 | 12.2 | 9.2 | 25.0 | 39.8 | 11.9 | 7.0 | 12.1 | 9.1 | 16.9 | 41.5 | 32.0 | 9.3 |
| Standard Deviation(%) | NA | 18.6 | 16.5 | 17.3 | 17.0 | 18.9 | NA | NA | 19.0 | 14.2 | 16.6 | 20.7 | 14.6 | 38.1 | 11.3 | 14.8 | 9.8 | 15.5 | 17.3 | 13.3 | 12.2 | 9.5 | 17.2 | 15.2 | 21.0 | 35.2 | 17.0 | 10.9 | 14.0 | 11.5 | 15.7 | 29.8 | 24.6 | 20.4 |
| Treynor Ratio | NA | 0.18 | 0.18 | 0.07 | 0.1 | 0.08 | NA | NA | 0.05 | 0.21 | -0.09 | -0.01 | 0.17 | -0.01 | 0.21 | 0.01 | 0.1 | 0.14 | -0.07 | 0.25 | 0.13 | -0.01 | 0.17 | 0.05 | 0.1 | -0.35 | 0.13 | 0.16 | 0.11 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.97 | 0.95 | 0.96 | 0.96 | NA | NA | 0.96 | 0.92 | 0.93 | 0.98 | 0.99 | 0.95 | 0.99 | 1.0 | 1.02 | 1.0 | 1.01 | 1.01 | 0.99 | 0.97 | 0.99 | 1.0 | 0.98 | 0.93 | 0.96 | 0.99 | 0.98 | 0.99 | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.96 | NA | NA | 0.76 | 0.98 | 0.98 | 0.99 | 0.99 | 0.92 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.2 | 2.8 | 2.6 | 1.7 | 2.2 | 2.9 | 2.4 | N/A | 2.7 | 2.6 | 2.4 | 2.8 | 2.5 | 1.7 | 1.4 | 1.4 | 1.8 | 1.9 | 1.8 | 1.8 | 1.7 | 1.9 | 1.9 | 2.0 | 1.3 | 1.3 | 1.4 | 1.6 | 1.7 | 2.3 | 1.6 | 1.2 | 0.9 |
| Dividend Growth(%) | N/A | -47.4 | 13.2 | -16.6 | 3.1 | 60.4 | N/A | N/A | N/A | -1.3 | 7.8 | -2.1 | -46.9 | 81.4 | 16.6 | 8.2 | -10.2 | -15.0 | 33.7 | 5.6 | 7.5 | 3.5 | -0.1 | 4.4 | 9.0 | 8.0 | 6.0 | 1.8 | 12.6 | -13.8 | 9.1 | 1.0 | 62.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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Top Rated Funds in Utilities
Best Mutual Funds
- FKUTX (FRANKLIN UTILITIES FUND CLASS A) (97%)
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- FUGAX (FIDELITY ADVISOR UTILITIES FUND CLASS A) (78%)
- FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 0.29% (78%)
- FIUIX (FIDELITY TELECOM AND UTILITIES FUND FIDELITY TELECOM AND UTILITIES FUND) 0.37% (75%)
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- EVUYX (WELLS FARGO ADVANTAGE UTILITY AND TELECOMMUNICATIONS FUND INSTITUTIONAL CLASS) 0.30% (66%)
- VUIAX (VANGUARD UTILITIES INDEX FUND ADMIRAL SHARES) 0.24% (66%)
Best ETFs
- XLU (Utilities Select Sector SPDR Fund) 0.20% (97%)
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- IDU (iShares U.S. Utilities ETF) 0.12% (89%)
- JXI (iShares Global Utilities ETF) 0.12% (85%)
- PUI (Invesco Dorsey Wright Utilities Momentum ETF) 0.12% (82%)
- RYU (Invesco S&P 500® Equal Weight Utilities ETF) (80%)
- VPU (Vanguard Utilities ETF) 0.23% (80%)
- IPU (SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF SPDR(R) S&P(R) INTERNATIONAL UTILITIES SECTOR ETF) (34%)
- DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) (25%)
- PSCU (Invesco S&P SmallCap Utilities & Communication Services ETF) 0.07% (20%)
Best Closed End Funds
- UTF (Cohen and Steers Infrastructure Closed Fund) 0.34% (100%)
- DNP (DNP Select Income Closed Fund) 0.10% (99%)
- GLU (Gabelli Global Utility & Income Tr) 0.35% (99%)
- GUT (Gabelli Utility Closed Fund) 0.69% (99%)
- MFD (Macquarie/First Tr Global Infr/Util Div & Income Closed Fund) (98%)
- UTG (Reaves Utility IF) 0.73% (98%)
- BUI (BlackRock Utility & Infrastructure Trust) 1.39% (22%)
- DPG (Duff and Phelps Global Utility Income Closed Fund) 0.41% (22%)
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