IDU:NYE-iShares U.S. Utilities ETF (USD)

ETF | Utilities |

Last Closing

USD 102.6

Change

+0.05 (+0.05)%

Market Cap

N/A

Volume

0.63M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-21 )

Largest Industry Peers for Utilities

Symbol Name Price(Change) Market Cap
XLU Utilities Select Sector SPDR®..

+0.02 (+0.02%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.03 (+0.06%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-1.27 (-1.80%)

USD 0.42B
JHMU John Hancock Exchange-Traded F..

+0.09 (+0.34%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.17 (+0.42%)

N/A
JXI iShares Global Utilities ETF

N/A

N/A
VPU Vanguard Utilities Index Fund ..

-0.05 (-0.03%)

N/A

ETFs Containing IDU

MVFG Northern Lights Fund Trus.. 4.41 % 0.00 %

-0.61 (-2.27%)

USD 0.09B

Market Performance

  Market Performance vs. Industry/Classification (Utilities) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.64% 75% C 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.64% 75% C 81% B-
Trailing 12 Months  
Capital Gain 28.99% 38% F 86% B+
Dividend Return 2.76% 63% D 44% F
Total Return 31.76% 38% F 86% B+
Trailing 5 Years  
Capital Gain 16.96% 75% C 58% F
Dividend Return 12.41% 50% F 40% F
Total Return 29.37% 75% C 54% F
Average Annual (5 Year Horizon)  
Capital Gain 4.11% 38% F 47% F
Dividend Return 6.30% 38% F 47% F
Total Return 2.19% 50% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 13.79% 25% F 69% C-
Risk Adjusted Return 45.72% 13% F 59% D-
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.