(IDU) iShares U.S. Utilities - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876977 • Utilities
IDU: Electric, Gas, Water, Energy, Utilities
The iShares U.S. Utilities ETF, traded on the NYSE ARCA under the ticker IDU, is designed to track the performance of the utilities sector within the U.S. equity market. By investing at least 80% of its assets in the component securities of its underlying index, the fund aims to provide investors with exposure to this specific sector. The underlying index is composed of companies that are primarily engaged in the utilities industry, which can include electric, gas, and water utilities, as well as companies involved in the generation, transmission, and distribution of these essential services.
As a non-diversified fund, the iShares U.S. Utilities ETF may have a more concentrated portfolio compared to diversified funds, which can result in higher volatility. However, this concentration can also allow for more targeted exposure to the utilities sector, potentially benefiting from the unique characteristics and trends within this industry. The fund is managed by BlackRock, a leading global investment management company, and is listed on the NYSE ARCA, providing investors with a liquid and accessible way to gain exposure to the U.S. utilities sector.
In terms of its structure, the iShares U.S. Utilities ETF is an exchange-traded fund (ETF), which means it is traded on an exchange like a stock, allowing investors to buy and sell shares throughout the trading day. The fund is domiciled in the United States and has an International Securities Identification Number (ISIN) of US4642876977. With its focused investment objective and transparent structure, the iShares U.S. Utilities ETF can be a useful tool for investors seeking to gain exposure to the U.S. utilities sector, whether as a core holding or as a tactical allocation within a broader investment portfolio.
For more information about the iShares U.S. Utilities ETF, including its investment objectives, strategies, and risks, investors can visit the website of the fund's issuer, http://www.ishares.com. This website provides detailed information about the fund's portfolio, performance, and other relevant data, allowing investors to make informed decisions about their investments. By leveraging the expertise of BlackRock and the transparency of the ETF structure, investors can use the iShares U.S. Utilities ETF to gain targeted exposure to the U.S. utilities sector and potentially benefit from the trends and opportunities within this industry.
Additional Sources for IDU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IDU ETF Overview
Market Cap in USD | 1,301m |
Category | Utilities |
TER | 0.40% |
IPO / Inception | 2000-06-12 |
IDU ETF Ratings
Growth 5y | 52.8% |
Fundamental | - |
Dividend | 42.7% |
Rel. Strength Industry | -2.73 |
Analysts | - |
Fair Price Momentum | 98.32 USD |
Fair Price DCF | - |
IDU Dividends
Dividend Yield 12m | 2.21% |
Yield on Cost 5y | 2.95% |
Annual Growth 5y | -0.74% |
Payout Consistency | 97.0% |
IDU Growth Ratios
Growth Correlation 3m | -54.8% |
Growth Correlation 12m | 91.7% |
Growth Correlation 5y | 77.4% |
CAGR 5y | 5.96% |
CAGR/Mean DD 5y | 0.68 |
Sharpe Ratio 12m | 1.70 |
Alpha | 9.20 |
Beta | 0.83 |
Volatility | 14.97% |
Current Volume | 98.9k |
Average Volume 20d | 176.3k |
As of January 23, 2025, the stock is trading at USD 99.61 with a total of 98,900 shares traded.
Over the past week, the price has changed by +1.92%, over one month by +3.03%, over three months by -2.51% and over the past year by +32.29%.
Partly, yes. Based on ValueRay Analyses, iShares U.S. Utilities (NYSE ARCA:IDU) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.81 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IDU as of January 2025 is 98.32. This means that IDU is currently overvalued and has a potential downside of -1.3%.
iShares U.S. Utilities has no consensus analysts rating.
According to ValueRays Forecast Model, IDU iShares U.S. Utilities will be worth about 108.7 in January 2026. The stock is currently trading at 99.61. This means that the stock has a potential upside of +9.15%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 108.7 | 9.1% |