(IDU) U.S. Utilities - Overview

ETF Category: Utilities | Exchange: NYSE ARCA (USA) | Market Cap: 1.454m USD | Total Return: 8.5% in 12m

Electric Utilities, Gas Utilities, Water Utilities, Renewable Energy
Total Rating 38
Safety 58
Buy Signal -0.50
Utilities
Category Rotation: -1.4
TER: 0.40%
AUM: 1.45B
Avg Turnover: 13.5M
Risk 3d forecast
Volatility15.2%
VaR 5th Pctl2.77%
VaR vs Median1.58%
Reward TTM
Sharpe Ratio0.46
Rel. Str. IBD28.7
Rel. Str. Peer Group7.1
Character TTM
Beta0.151
Beta Downside0.120
Hurst Exponent0.469
Drawdowns 3y
Max DD16.74%
CAGR/Max DD0.86
CAGR/Mean DD3.85

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: IDU U.S. Utilities

The iShares U.S. Utilities ETF (IDU) tracks the performance of the utilities sector within the United States equity market. The fund maintains a concentrated, non-diversified portfolio, committing at least 80% of its total assets to the securities listed in its underlying index.

Utilities typically operate as regulated monopolies or oligopolies, providing essential services such as electricity, natural gas, and water distribution. This business model often results in stable cash flows and higher dividend yields compared to more cyclical sectors, though it remains sensitive to interest rate fluctuations due to the high capital expenditures required for infrastructure maintenance.

Investors can further analyze these valuation metrics and historical yield trends on ValueRay.

Headlines to Watch Out For
  • Fed interest rate cuts lower borrowing costs and boost dividend appeal
  • Data center energy demand accelerates utility infrastructure capital expenditure
  • Regulatory rate case approvals drive utility revenue and margin expansion
  • Decarbonization shift increases long-term capital allocation toward renewable energy assets
What is the price of IDU shares?

As of June 01, 2026, the stock is trading at USD 112.11 with a total of 120,850 shares traded.
Over the past week, the price has changed by -1.30%, over one month by -5.23%, over three months by -6.05% and over the past year by +8.47%.

Is IDU a buy, sell or hold?

U.S. Utilities has no consensus analysts rating.