(IDU) iShares U.S. Utilities - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876977 • Utilities

IDU: Electric, Gas, Water, Energy, Utilities

The iShares U.S. Utilities ETF (NYSE ARCA: IDU) is designed to track the performance of the U.S. utilities sector by investing at least 80% of its assets in the component securities of its underlying index. The fund is non-diversified, meaning it can concentrate its holdings in a smaller number of securities, which may increase risk but also allows for targeted exposure to the utilities sector. The utilities sector includes companies involved in electricity, gas, water, and renewable energy, which are often characterized by stable cash flows and dividend payments. The fund provides investors with a way to gain exposure to this sector through a single investment vehicle.

From a technical perspective, the funds recent price action suggests short-term strength, with the last price of 101.96 exceeding both the 20-day (99.36) and 50-day (99.91) simple moving averages (SMA). However, the 200-day SMA of 98.04 indicates longer-term support. The Average True Range (ATR) of 2.03 reflects moderate volatility. The average 20-day volume of 68,989 shares suggests consistent liquidity, though not exceptionally high. The funds assets under management (AUM) of $1.408 billion highlight its popularity among investors seeking utilities sector exposure.

Based on the provided technical and fundamental data, here is a 3-month forecast: - Short-Term (Next 30 Days): The fund is likely to maintain its upward momentum, supported by the recent price action above the 20-day and 50-day SMAs. The moderate ATR suggests controlled volatility, with potential resistance near the upper end of recent price ranges. - Medium-Term (30-60 Days): The fund may face challenges as it approaches the 200-day SMA of 98.04, which could act as a support level. If the price continues to rise, it may test higher resistance levels, but the utilities sectors defensive nature could attract investors seeking stability amid broader market uncertainty. - Long-Term (60-90 Days): The funds performance will likely hinge on the broader market conditions and the relative strength of the utilities sector. If the sector maintains its defensive appeal, the fund could see sustained demand. However, the utilities sectors sensitivity to interest rate changes and regulatory developments could introduce volatility.

Additional Sources for IDU ETF

IDU ETF Overview

Market Cap in USD 1,455m
Category Utilities
TER 0.40%
IPO / Inception 2000-06-12

IDU ETF Ratings

Growth Rating 66.6
Fundamental -
Dividend Rating 41.2
Rel. Strength 0.03
Analysts -
Fair Price Momentum 104.77 USD
Fair Price DCF -

IDU Dividends

Dividend Yield 12m 2.29%
Yield on Cost 5y 3.78%
Annual Growth 5y -0.75%
Payout Consistency 97.0%

IDU Growth Ratios

Growth Correlation 3m 11.3%
Growth Correlation 12m 73.5%
Growth Correlation 5y 79.6%
CAGR 5y 11.03%
CAGR/Max DD 5y 0.46
Sharpe Ratio 12m 1.62
Alpha 10.44
Beta 0.445
Volatility 15.56%
Current Volume 83.1k
Average Volume 20d 63.2k
What is the price of IDU stocks?
As of May 09, 2025, the stock is trading at USD 103.06 with a total of 83,129 shares traded.
Over the past week, the price has changed by +1.08%, over one month by +9.66%, over three months by +2.60% and over the past year by +17.51%.
Is iShares U.S. Utilities a good stock to buy?
Yes. Based on ValueRay Analyses, iShares U.S. Utilities (NYSE ARCA:IDU) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 66.63 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IDU as of May 2025 is 104.77. This means that IDU is currently overvalued and has a potential downside of 1.66%.
Is IDU a buy, sell or hold?
iShares U.S. Utilities has no consensus analysts rating.
What are the forecast for IDU stock price target?
According to ValueRays Forecast Model, IDU iShares U.S. Utilities will be worth about 115.2 in May 2026. The stock is currently trading at 103.06. This means that the stock has a potential upside of +11.8%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 115.2 11.8%