(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.
Additional Sources for IDU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
iShares U.S. Utilities has no consensus analysts rating.
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% |