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Upturn AI SWOT - About
iShares U.S. Utilities ETF (IDU)
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Upturn Advisory Summary
07/11/2025: IDU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 4.44% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/11/2025 |
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 offers exposure to companies that provide electricity, gas, and water to homes and businesses. The ETF is designed for investors seeking targeted exposure to the U.S. utilities market.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in managing ETFs and investment funds.
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 employs a passive management strategy, attempting to replicate the performance of the Dow Jones U.S. Utilities Index.
Composition Primarily holds stocks of U.S. utilities companies.
Market Position
Market Share: The iShares U.S. Utilities ETF (IDU) holds a significant portion of the market share within the U.S. utilities sector ETFs.
Total Net Assets (AUM): 786992300
Competitors
Key Competitors
- XLU
- VPU
- FXU
Competitive Landscape
The utilities ETF market is concentrated with a few major players. IDU competes with larger funds like XLU and VPU. IDU offers similar exposure but may have slightly different expense ratios or index tracking methodologies. Its advantage lies in the iShares brand recognition, while disadvantages may include higher expense ratios compared to competitors.
Financial Performance
Historical Performance: Historical performance can be extracted using financial data from various sources over different time periods.
Benchmark Comparison: IDU's performance closely tracks the Dow Jones U.S. Utilities Index; deviations are primarily due to expense ratios and tracking error.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
IDU exhibits moderate liquidity, indicated by its average daily trading volume.
Bid-Ask Spread
The bid-ask spread for IDU is typically narrow, reflecting its liquidity and the efficiency of the market.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as regulatory changes and technological advancements in the utilities sector, can affect IDU's performance.
Growth Trajectory
IDU's growth trajectory depends on the overall health of the utilities sector and investor sentiment towards defensive investments, with changes to holdings reflecting index rebalancing and corporate actions.
Moat and Competitive Advantages
Competitive Edge
IDU's competitive edge stems from the established reputation of iShares and BlackRock, its targeted exposure to the U.S. utilities sector, and its relatively high liquidity compared to some niche ETFs. The strong brand recognition and extensive distribution network of iShares provide a significant advantage. Furthermore, the transparent and well-defined investment strategy appeals to a broad range of investors. However, the expense ratio might be slightly higher compared to some competitor offerings.
Risk Analysis
Volatility
IDU's volatility is generally lower than the broader market, reflecting the stable nature of the utilities sector.
Market Risk
IDU is exposed to market risk associated with the utilities sector, including regulatory changes, interest rate sensitivity, and commodity price fluctuations.
Investor Profile
Ideal Investor Profile
IDU is suitable for investors seeking stable income and moderate capital appreciation through exposure to the relatively defensive utilities sector. It is appropriate for investors who want to diversify their portfolio with a low-volatility asset class.
Market Risk
IDU is best suited for long-term investors seeking dividend income and stability, as well as passive index followers.
Summary
The iShares U.S. Utilities ETF (IDU) offers targeted exposure to U.S. utilities companies, providing investors with a relatively stable and income-generating investment option. It tracks the Dow Jones U.S. Utilities Index and is managed by BlackRock, a reputable ETF provider. While it faces competition from other utilities ETFs, its established brand and reasonable liquidity make it a viable choice. Investors should consider the expense ratio and potential risks associated with the utilities sector before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and 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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