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IDU
+1.54 · +1.41%
$110.62 · NYSE ARCA

iShares U.S. Utilities ETF (IDU) ETF Analysis | Utilities

iShares · United States
AUM:$1.5B
#– of – in Utilities ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is IDU?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The underlying index measures the performance of the utilities sector of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
IDU delivered 19.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 52.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.5B
Expense Ratio0.40%
Dividend Yield2.20%
Holdings10
Inception DateJun 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.77
CategoryUtilities
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-9.5%
1Y
+2.4%
3Y
+46.8%
5Y
+44.4%
OpenBook InsightIf you had invested £10,000 in IDU 5 years ago, it would have grown to £14,443 — a gain of £4,443.

Annual Returns

Calendar year performance

IDU delivered positive returns in 3 of the last 5 calendar years.
YearIDU
2026 YTD-0.3%
2025+14.7%
2024+21.9%
2023-5.0%
2022+1.3%
CAGR 4yr+7.7%
3/5 positive yearsAvg return: +6.5%Worst year: -5.0% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
13.2%
Low
Momentum
-4.9%
30-day change
Support Level
108.67
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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