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Upturn AI SWOT - About
iShares U.S. Utilities ETF (IDU)
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Upturn Advisory Summary
09/16/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 6.18% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 85.12 - 106.10 | Updated Date 06/29/2025 |
52 Weeks Range 85.12 - 106.10 | Updated Date 06/29/2025 |
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. The ETF primarily invests in stocks and uses a representative sampling strategy.
Reputation and Reliability
BlackRock is a reputable and reliable issuer, being one of the largest asset managers globally.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs across various sectors and asset classes.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the utilities sector.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the Dow Jones U.S. Utilities Index.
Composition The ETF holds stocks of companies in the utilities sector, primarily those involved in providing electricity, gas, and water.
Market Position
Market Share: IDU holds a significant market share within the utilities ETF segment.
Total Net Assets (AUM): 1030000000
Competitors
Key Competitors
- Utilities Select Sector SPDR Fund (XLU)
- Vanguard Utilities ETF (VPU)
Competitive Landscape
The utilities ETF market is dominated by XLU, IDU, and VPU. IDU offers focused exposure to the Dow Jones U.S. Utilities Index, while competitors may track different indices, leading to slight variations in holdings and performance. IDU's expense ratio may be a factor for investors comparing it to lower-cost alternatives like VPU.
Financial Performance
Historical Performance: Historical performance data needs to be pulled dynamically from financial data provider, but has typically shown steady growth with dividend yield.
Benchmark Comparison: Performance typically tracks closely to the Dow Jones U.S. Utilities Index, but can vary based on tracking error and expenses.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, which can be seen via the average trading volume that is updated daily.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, regulatory policies, and technological advancements in the energy sector influence the ETF's performance.
Growth Trajectory
The ETF's growth is closely tied to the demand for utilities and the performance of the underlying utility companies. Changes in holdings reflect index rebalancing and sector trends.
Moat and Competitive Advantages
Competitive Edge
IDU benefits from BlackRock's brand recognition and extensive distribution network. Its focused exposure to the Dow Jones U.S. Utilities Index may appeal to investors seeking targeted exposure to this specific benchmark. The ETF's established track record and sizable AUM enhance its credibility. However, it faces competition from lower-cost and more broadly diversified alternatives. Ultimately, investor preference depends on desired risk exposure and cost considerations.
Risk Analysis
Volatility
The ETF's volatility is typically lower compared to broader market indices, reflecting the stable nature of the utilities sector.
Market Risk
The ETF is exposed to market risk associated with the utilities sector, including regulatory changes, interest rate risk, and fluctuations in commodity prices.
Investor Profile
Ideal Investor Profile
The ideal investor profile for IDU includes those seeking stable income, diversification within the equity market, and exposure to the relatively defensive utilities sector.
Market Risk
IDU is suitable for long-term investors seeking income and stability, as well as passive index followers looking for utilities sector exposure.
Summary
The iShares U.S. Utilities ETF (IDU) offers exposure to the U.S. utilities sector, providing diversification and potential income. Managed by BlackRock, it tracks the Dow Jones U.S. Utilities Index. While its expense ratio is slightly higher than some competitors, it maintains a strong market position and moderate liquidity. Suitable for long-term investors seeking stable returns, IDU is influenced by economic conditions, regulatory changes, and commodity price fluctuations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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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