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

ETF | Utilities |

Last Closing

USD 101.27

Change

+0.71 (+0.71)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-04-28 )

Largest Industry Peers for Utilities

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

+0.48 (+0.61%)

USD 16.96B
FUTY Fidelity® MSCI Utilities Inde..

+0.33 (+0.65%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

+0.53 (+0.80%)

USD 0.39B
JHMU John Hancock Exchange-Traded F..

-0.06 (-0.22%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.32 (+0.78%)

N/A
JXI iShares Global Utilities ETF

+0.50 (+0.71%)

N/A
VPU Vanguard Utilities Index Fund ..

+1.22 (+0.72%)

N/A

ETFs Containing IDU

N/A

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 5.26% 75% C 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.26% 75% C 83% B
Trailing 12 Months  
Capital Gain 17.51% 63% D 86% B+
Dividend Return 2.02% 63% D 39% F
Total Return 19.53% 38% F 85% B
Trailing 5 Years  
Capital Gain 38.66% 75% C 55% F
Dividend Return 14.15% 50% F 38% F
Total Return 52.81% 75% C 51% F
Average Annual (5 Year Horizon)  
Capital Gain 4.80% 38% F 53% F
Dividend Return 6.97% 38% F 53% F
Total Return 2.18% 50% F 50% F
Risk Return Profile  
Volatility (Standard Deviation) 14.03% 25% F 67% D+
Risk Adjusted Return 49.70% 13% F 65% 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.