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

ETF | Utilities |

Last Closing

USD 101.96

Change

+0.24 (+0.24)%

Market Cap

N/A

Volume

0.11M

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: 2025-05-01 )

Largest Industry Peers for Utilities

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

+0.23 (+0.29%)

USD 16.96B
FUTY Fidelity® MSCI Utilities Inde..

+0.22 (+0.43%)

USD 1.70B
UTES Virtus Reaves Utilities ETF

+0.92 (+1.38%)

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

-0.02 (-0.08%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

+0.07 (+0.17%)

N/A
JXI iShares Global Utilities ETF

+0.02 (+0.03%)

N/A
VPU Vanguard Utilities Index Fund ..

+0.53 (+0.31%)

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 5.98% 63% D 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.98% 63% D 84% B
Trailing 12 Months  
Capital Gain 17.34% 63% D 86% B+
Dividend Return 2.01% 63% D 39% F
Total Return 19.35% 63% D 85% B
Trailing 5 Years  
Capital Gain 46.71% 75% C 55% F
Dividend Return 14.87% 50% F 39% F
Total Return 61.57% 75% C 52% 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.