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Upturn AI SWOT - About
iShares U.S. Utilities ETF (IDU)
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Upturn Advisory Summary
04/01/2025: IDU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.77% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 150842 | Beta 0.74 | 52 Weeks Range 78.80 - 104.85 | Updated Date 04/2/2025 |
52 Weeks Range 78.80 - 104.85 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares U.S. Utilities ETF
ETF Overview
Overview
The iShares U.S. Utilities ETF (IDU) seeks to track the investment results of an index composed of U.S. equities in the utilities sector. It provides exposure to companies that distribute electricity, gas, and water.
Reputation and Reliability
BlackRock is a well-established and reputable global asset management firm, known for its iShares ETF lineup.
Management Expertise
BlackRock has a large and experienced team of portfolio managers and analysts with expertise in various sectors and investment strategies.
Investment Objective
Goal
The fund seeks to track the investment results of the Dow Jones U.S. Utilities Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of its benchmark index.
Composition The ETF primarily holds stocks of companies within the utilities sector, including electric, gas, and water utilities.
Market Position
Market Share: IDU holds a significant portion of the market share within the utilities ETF sector.
Total Net Assets (AUM): 966200000
Competitors
Key Competitors
- XLU
- VPU
- FXU
Competitive Landscape
The utilities ETF sector is dominated by a few large players. IDU's advantages include BlackRock's brand and liquidity. XLU is typically slightly more cost-effective, while VPU offers broader market exposure within the sector, and FXU is a smaller player.
Financial Performance
Historical Performance: Historical performance data is unavailable in this output format. Refer to financial websites for historical returns.
Benchmark Comparison: The ETF's performance is designed to closely track its benchmark, the Dow Jones U.S. Utilities Index.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF demonstrates robust liquidity, typically exhibiting a high average trading volume.
Bid-Ask Spread
The bid-ask spread for this ETF is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Interest rate changes, regulatory policies, economic growth, and commodity prices influence the performance of utilities stocks.
Growth Trajectory
The ETF's growth is tied to the performance of the U.S. utilities sector and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
IDU benefits from the established reputation and extensive resources of BlackRock, the issuer. Its focus on the U.S. utilities sector provides targeted exposure for investors seeking stable income and lower volatility. The ETFu2019s high trading volume and tight bid-ask spread contribute to its liquidity advantage. Furthermore, as an iShares product, it benefits from brand recognition and investor trust, attracting a wider range of investors.
Risk Analysis
Volatility
Utilities stocks are generally less volatile than other sectors, but the ETF is still subject to market fluctuations.
Market Risk
The ETF is subject to risks including interest rate risk, regulatory risk, and commodity price risk, which can impact the performance of utilities companies.
Investor Profile
Ideal Investor Profile
This ETF is suitable for investors seeking stable income, lower volatility, and exposure to the U.S. utilities sector.
Market Risk
This ETF is best for long-term investors or those seeking a defensive position in their portfolio.
Summary
The iShares U.S. Utilities ETF (IDU) offers exposure to the U.S. utilities sector, providing investors with a relatively stable income stream. Managed by BlackRock, it offers strong liquidity and brand recognition. While it closely tracks its benchmark index, potential risks include interest rate sensitivity and regulatory changes. It's best suited for long-term investors seeking a defensive position within their portfolio, offering moderate volatility relative to other sectors.
Similar Companies
FUTY
Fidelity® MSCI Utilities Index ETF
FUTY
Fidelity® MSCI Utilities Index ETF
FXU
First Trust Utilities AlphaDEX® Fund
FXU
First Trust Utilities AlphaDEX® Fund
VPU
Vanguard Utilities Index Fund ETF Shares
VPU
Vanguard Utilities Index Fund ETF Shares
XLU
Utilities Select Sector SPDR® Fund
XLU
Utilities Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares.com
- etf.com
- Morningstar.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Utilities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.S. equity market. The fund is non-diversified.
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