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

ETF | Utilities |

Last Closing

USD 101.72

Change

-0.22 (-0.22)%

Market Cap

N/A

Volume

0.02M

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: 2025-04-30 )

Largest Industry Peers for Utilities

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

-0.40 (-0.50%)

USD 16.96B
FUTY Fidelity® MSCI Utilities Inde..

-0.30 (-0.59%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

-0.14 (-0.20%)

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

+0.08 (+0.31%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.25 (-0.60%)

N/A
JXI iShares Global Utilities ETF

-0.14 (-0.19%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.76 (-0.44%)

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 5.73% 75% C 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.73% 75% C 83% B
Trailing 12 Months  
Capital Gain 17.66% 63% D 85% B
Dividend Return 2.02% 63% D 38% F
Total Return 19.68% 63% D 84% B
Trailing 5 Years  
Capital Gain 46.36% 75% C 55% F
Dividend Return 14.87% 50% F 38% F
Total Return 61.23% 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.