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

ETF | Utilities |

Last Closing

USD 101.88

Change

+0.24 (+0.24)%

Market Cap

N/A

Volume

0.04M

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: 2025-03-03 )

Largest Industry Peers for Utilities

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

+0.11 (+0.14%)

USD 17.39B
FUTY Fidelity® MSCI Utilities Inde..

+0.11 (+0.22%)

USD 1.68B
UTES Virtus Reaves Utilities ETF

-1.08 (-1.62%)

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

+0.04 (+0.13%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.04 (+0.10%)

N/A
JXI iShares Global Utilities ETF

+0.31 (+0.46%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.25 (+0.15%)

N/A

ETFs Containing IDU

MVFG Northern Lights Fund Trus.. 4.41 % 0.00 %

-0.44 (-1.69%)

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 5.89% 88% B+ 81% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.89% 88% B+ 81% B-
Trailing 12 Months  
Capital Gain 26.48% 75% C 88% B+
Dividend Return 2.73% 63% D 44% F
Total Return 29.21% 50% F 87% B+
Trailing 5 Years  
Capital Gain 19.31% 75% C 55% F
Dividend Return 12.75% 38% F 38% F
Total Return 32.06% 75% C 51% F
Average Annual (5 Year Horizon)  
Capital Gain 4.49% 38% F 49% F
Dividend Return 6.69% 38% F 49% F
Total Return 2.20% 50% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 13.93% 25% F 69% C-
Risk Adjusted Return 47.99% 13% F 61% 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.