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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
09/28/2026: IDU (1-star) is currently NOT-A-BUY. Pass it for now.
iShares U.S. Utilities ETF (IDU) provides targeted exposure to the U.S. utility sector, holding a basket of companies involved in electric, gas, and water distribution. Its main strengths include the defensive, essential-service nature of its holdings and the reliable management provided by BlackRock. It is best suited for income-seeking or risk-averse investors looking for a stable portfolio component. Key risks include interest rate sensitivity and regulatory headwinds that can impact earnings. Investors should monitor interest rate trends and sector-specific policy changes, as these are the primary drivers of the fund's performance.
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 mature, slow-growth companies that do not align with high-growth investment strategies. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as utility stocks can lead during market corrections or defensive rotations. |
| Value investor | Strong fit | Utilities are often viewed as value plays due to their stable earnings and consistent dividend profiles. |
| Dividend/Income investor | Strong fit | The sector is a preferred choice for income-oriented investors seeking reliable, inflation-hedged dividends. |
| Low-risk investor | Strong fit | The essential nature of utility services typically results in lower beta and volatility compared to the broader market. |
Investor Profile
Ideal Investor Profile
Income-focused investors and those seeking defensive equity exposure to balance more aggressive portfolios.
Suitability
Best suited for long-term investors looking for steady dividends and lower-than-average market volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Utilities are traditionally less volatile than the broader equity market. |
| Market risk | Medium | The fund remains exposed to systemic risks affecting the broader U.S. equity market. |
| Concentration | Medium / high | As a sector-specific ETF, it lacks diversification across other industries. |
| Tracking/expense | Low | The expense ratio is transparent and tracking error is generally minimal. |
| Liquidity | Low | The underlying holdings are highly liquid, reducing transaction cost risks. |
| Business/sector quality | Medium | Regulatory changes and interest rate sensitivity pose the primary risks to utility business models. |
Risk Analysis
Volatility
IDU exhibits lower historical volatility than the S&P 500, characteristic of defensive utility stocks.
Market Risk
The primary risk is interest rate sensitivity, as utility stocks are often used as bond proxies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Electric Utilities | 65 | This represents the primary business activity of providing electricity to residential and commercial customers. |
| Sector | Multi-Utilities | 25 | These companies diversify their revenue by providing a combination of electric, gas, and water services. |
| Sector | Water and Gas Utilities | 10 | Niche exposure to essential water and natural gas infrastructure providers. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 15.4% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.35B |
| Issuer | iShares |
| Expense Ratio | 0.4% |
| Distribution Yield | 2.34% |
| Inception | Jun 12, 2000 |
Performance
| Period | Total Return |
|---|---|
| YTD | -5.04% |
| 1 Year | -4.70% |
| 3 Year | +11.49% |
| 5 Year | +7.24% |
| 10 Year | +7.57% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 15.17% |
| 3Y Volatility | 14.27% |
| 3Y Sharpe Ratio | 0.67 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 69.17% |
| Large Cap | 23.04% |
| Small Cap | 7.31% |
Top Sectors
| Sector | Weight |
|---|---|
| Utilities | 89.20% |
| Industrials | 10.29% |
| Energy | 0.51% |
| Basic Materials | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.14x |
| Portfolio P/B | 2.14x |
| Portfolio P/S | 2.56x |
| Holdings Turnover | 3.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Nextera Energy | 10.82% |
| Southern | 6.50% |
| Duke Energy | 6.01% |
| Constellation Energy | 5.75% |
| Waste Management | 5.24% |
Upturn AI Summary
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.
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