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- Upturn Summary
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Upturn AI Summary
iShares U.S. Utilities ETF(IDU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IDU
10/26/2026: IDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
iShares U.S. Utilities ETF (IDU) provides targeted exposure to U.S.-based utility companies, including electric and gas providers, through a market-capitalization-weighted index. Its primary strength lies in its defensive nature and reliable income potential, making it a staple for risk-averse or dividend-focused portfolios. Investors should remain mindful of the sector's sensitivity to interest rate cycles and regulatory shifts. It serves as an effective tool for sector rotation and defensive hedging, though it carries a higher expense ratio than some direct peers. It is most suitable for long-term income investors looking to balance higher-beta holdings with stable, essential-service infrastructure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | Utilities are typically defensive, slow-growth assets rather than high-growth momentum plays. |
| Momentum investor | Weak fit | Utilities rarely exhibit the rapid price appreciation sought by momentum traders. |
| Value investor | Mixed fit | While often value-oriented, utilities are frequently subject to regulatory-driven earnings caps. |
| Dividend/Income investor | Strong fit | The sector is favored by income-seeking investors for its steady and generally reliable dividend payments. |
| Low-risk investor | Strong fit | The sector's regulated business model generally offers lower beta and lower volatility than the broader equity market. |
Investor Profile
Ideal Investor Profile
Investors seeking defensive, dividend-paying stocks with lower volatility.
Suitability
Best suited for long-term investors looking for a core utilities holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Utility stocks generally exhibit lower volatility than tech or consumer discretionary sectors. |
| Market risk | Medium | The ETF remains subject to general equity market fluctuations. |
| Concentration | High | The fund is concentrated entirely within the utilities sector. |
| Tracking/expense | Low | Management fees and tracking error are well-managed by the issuer. |
| Liquidity | Low | The underlying assets are highly liquid, reducing transaction costs. |
| Business/sector quality | Medium | Regulatory risk and interest rate sensitivity are primary business-specific concerns. |
Risk Analysis
Volatility
IDU generally exhibits lower volatility compared to the S&P 500, behaving more defensively.
Market Risk
Risks include interest rate sensitivity, regulatory changes, and regional economic dependency.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Electric Utilities | 65 | This represents the core utility service providers that offer essential power delivery. |
| Sector | Multi-Utilities | 25 | These companies provide a combination of electricity and natural gas services, offering diversified utility exposure. |
| Sector | Water and Gas Utilities | 10 | These sub-sectors provide essential infrastructure services with regulated, stable revenue streams. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 15.58% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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