(IDU) iShares U.S. Utilities - Performance 17.5% in 12m
Compare IDU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.63%
#5 in Group
Rel. Strength
75.67%
#1937 in Universe
Total Return 12m
17.51%
#10 in Group
Total Return 5y
68.82%
#5 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: IDU (17.5%) vs XLU (17.5%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
Performance Comparison: IDU vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for IDU
| Total Return (including Dividends) | IDU | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 9.66% | 9.59% | 13.81% |
| 3 Months | 2.60% | 2.12% | -6.30% |
| 12 Months | 17.51% | 17.47% | 10.65% |
| 5 Years | 68.82% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | IDU | XLU | S&P 500 |
| 1 Month | 96.4% | 95.2% | 83% |
| 3 Months | 11.3% | 2.8% | -75.3% |
| 12 Months | 73.5% | 67% | 50.1% |
| 5 Years | 79.6% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #5 | 0.06% | -3.65% |
| 3 Month | #7 | 0.46% | 9.49% |
| 12 Month | #9 | 0.03% | 6.21% |
| 5 Years | #5 | 0.78% | -18.8% |
FAQs
Does IDU iShares U.S. Utilities outperforms the market?
Yes,
over the last 12 months IDU made 17.51%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months IDU made 2.60%, while XLU made 2.12%.
Over the last 3 months IDU made 2.60%, while XLU made 2.12%.
Performance Comparison IDU vs Indeces and Sectors
IDU vs. Indices IDU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.10% | -4.15% | 8.33% | 6.86% |
| US NASDAQ 100 | QQQ | -0.29% | -7.70% | 8.12% | 5.87% |
| US Dow Jones Industrial 30 | DIA | -0.51% | -0.33% | 8.62% | 9.80% |
| German DAX 40 | DAX | -0.08% | -5.30% | -17.9% | -8.19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.28% | -2.17% | 7.56% | 10.1% |
| Hongkong Hang Seng | HSI | -3.27% | -10.3% | -0.03% | 3.83% |
| India NIFTY 50 | INDA | 4.82% | 4.82% | 7.89% | 17.7% |
| Brasil Bovespa | EWZ | -1.15% | -7.58% | -0.37% | 25.8% |
IDU vs. Sectors IDU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.74% | -3.75% | 1.27% | -4.05% |
| Consumer Discretionary | XLY | -0.48% | -4.57% | 9.31% | 3.24% |
| Consumer Staples | XLP | 0.76% | 3.07% | 1.40% | 8.39% |
| Energy | XLE | 0.08% | 2.90% | 14.9% | 27.0% |
| Financial | XLF | -1.20% | -3.86% | 1.23% | -4.92% |
| Health Care | XLV | 2.91% | 8.79% | 13.3% | 21.6% |
| Industrial | XLI | -1.79% | -7.16% | 6.90% | 6.52% |
| Materials | XLB | 0.10% | -3.90% | 13.2% | 22.7% |
| Real Estate | XLRE | 1.22% | -1.88% | 7.58% | 2.06% |
| Technology | XLK | -1.18% | -11.6% | 11.2% | 10.4% |
| Utilities | XLU | -0.15% | 0.07% | 0.67% | 0.04% |
| Aerospace & Defense | XAR | -2.08% | -11.5% | -3.17% | -9.82% |
| Biotech | XBI | 6.49% | -2.15% | 28.5% | 29.8% |
| Homebuilder | XHB | -0.57% | -1.82% | 21.5% | 25.1% |
| Retail | XRT | -2.0% | -4.99% | 12.6% | 19.0% |