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Upturn AI SWOT - About
iShares U.S. Utilities ETF (IDU)
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Upturn Advisory Summary
10/10/2025: 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 9.38% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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 providing electricity, gas, and water to homes and businesses, providing access to a historically stable sector.
Reputation and Reliability
BlackRock, the issuer, is one of the world's largest asset managers, known for its reliability and extensive ETF offerings.
Management Expertise
BlackRock has a highly experienced management team with deep expertise in portfolio management and index tracking strategies.
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, aiming to replicate the performance of its underlying index, the Dow Jones U.S. Utilities Index.
Composition The ETF primarily holds stocks of companies within the utilities sector, including electric, gas, and water utilities.
Market Position
Market Share: The ETF iShares U.S. Utilities ETF (IDU) is a significant player in the utilities sector ETF market.
Total Net Assets (AUM): 1070000000
Competitors
Key Competitors
- Utilities Select Sector SPDR Fund (XLU)
- Vanguard Utilities ETF (VPU)
- First Trust Utilities AlphaDEX Fund (FXU)
Competitive Landscape
The utilities ETF market is dominated by XLU, with IDU and VPU as strong competitors. IDU benefits from BlackRock's brand and efficient tracking, but faces stiff competition from XLU's lower expense ratio and higher liquidity. FXU offers a different, 'enhanced' approach through its smart-beta methodology, but its higher expense ratio may deter some investors.
Financial Performance
Historical Performance: Historical performance data should be reviewed to understand the ETFu2019s returns over various periods. (Data unavailable - Requires specific API calls or data source)
Benchmark Comparison: The ETF's performance is typically compared to the Dow Jones U.S. Utilities Index. (Data unavailable - Requires specific API calls or data source)
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF's liquidity is considered moderate based on its average trading volume.
Bid-Ask Spread
The ETF's bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate changes, regulatory policies, and infrastructure spending all influence the utilities sector and, consequently, the performance of IDU.
Growth Trajectory
IDU's growth depends on investor interest in stable, dividend-paying sectors and the performance of the underlying utilities companies.
Moat and Competitive Advantages
Competitive Edge
IDU benefits from BlackRock's established reputation and brand recognition in the ETF market, which attracts investors. The ETF offers a straightforward and efficient way to access the U.S. utilities sector, aligning with the performance of the Dow Jones U.S. Utilities Index. While its expense ratio is slightly higher than some competitors, BlackRock's experience in index tracking can provide consistent performance. IDU also offers investors a reliable option for dividend income from stable utility companies, making it an appealing choice for income-seeking investors.
Risk Analysis
Volatility
Utilities, generally, exhibit lower volatility compared to the broader market, but IDU's volatility is tied to the performance of its underlying holdings.
Market Risk
IDU is susceptible to interest rate risk, regulatory changes impacting utilities, and broader economic downturns that may affect demand for utility services.
Investor Profile
Ideal Investor Profile
IDU is suited for investors seeking stable income and exposure to the utilities sector, often used for diversification or as a defensive play during economic uncertainty.
Market Risk
The ETF is appropriate for long-term investors and passive index followers seeking exposure to the utilities sector.
Summary
The iShares U.S. Utilities ETF (IDU) offers exposure to the U.S. utilities sector through a passive index-tracking strategy managed by BlackRock. Its performance is closely tied to the Dow Jones U.S. Utilities Index, making it a straightforward option for investors seeking sector-specific exposure. While it faces competition from ETFs with lower expense ratios, IDU benefits from BlackRock's reputation and experience. This ETF is suitable for long-term investors seeking stable income and diversification with a defensive sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult a 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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