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

ETF | Utilities |

Last Closing

USD 104.04

Change

-0.16 (-0.15)%

Market Cap

N/A

Volume

0.17M

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: 2025-06-05 )

Largest Industry Peers for Utilities

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

-0.13 (-0.16%)

USD 18.68B
FUTY Fidelity® MSCI Utilities Inde..

-0.09 (-0.17%)

USD 1.81B
UTES Virtus Reaves Utilities ETF

-0.53 (-0.73%)

USD 0.47B
JHMU John Hancock Exchange-Traded F..

+0.03 (+0.12%)

USD 0.02B
FXU First Trust Utilities AlphaDEX..

-0.05 (-0.12%)

N/A
JXI iShares Global Utilities ETF

-0.14 (-0.19%)

N/A
VPU Vanguard Utilities Index Fund ..

-0.27 (-0.15%)

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 8.14% 63% D 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.14% 63% D 79% B-
Trailing 12 Months  
Capital Gain 15.48% 75% C 82% B
Dividend Return 1.93% 63% D 39% F
Total Return 17.42% 75% C 81% B-
Trailing 5 Years  
Capital Gain 36.91% 75% C 58% F
Dividend Return 13.60% 50% F 39% F
Total Return 50.51% 75% C 54% F
Average Annual (5 Year Horizon)  
Capital Gain 4.78% 38% F 57% F
Dividend Return 6.93% 38% F 56% F
Total Return 2.14% 50% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 13.99% 25% F 65% D
Risk Adjusted Return 49.54% 13% F 67% 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.