IDU ETF Analysis: U.S. Utilities | NYSE

Utilities | NYSE, USA | Market Cap: 1.410m USD | 12M Return: 10.6% | Charts, Fundamentals & Technical Analysis

Electric Utilities, Gas Utilities, Water Utilities, Renewable Energy
Total Rating 55
Safety 70
Buy Signal -0.60
Utilities
Category Rotation: -1.8
TER: 0.40%
AUM: 1.41B
Avg Turnover: 6.83M
Risk 3d forecast
Volatility15.5%
VaR 5th Pctl2.85%
VaR vs Median1.95%
Reward TTM
Sharpe Ratio0.41
Rel. Str. IBD38.9
Rel. Str. Peer Group58.3
Character TTM
Beta0.135
Beta Downside0.098
Hurst Exponent0.425
Drawdowns 3y
Max DD14.76%
CAGR/Max DD0.98
CAGR/Mean DD4.20

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -1.0% 17
Feb -2.3% 15
Mar +1.6% 14
Apr -0.1% 13
May -0.3% 0
Jun -2.7% 16
Jul +1.8% 40
Aug +1.3% 10
Sep -1.8% 9
Oct +1.3% 23
Nov +0.7% 23
Dec -1.0% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IDU U.S. Utilities

The iShares U.S. Utilities ETF (IDU) is a passively managed exchange-traded fund that seeks to track the performance of its underlying index by investing at least 80% of its assets in the indexs component securities. The underlying index is designed to measure the performance of the utilities sector of the U.S. equity market. The fund is structured as non-diversified, meaning it may hold a more concentrated portfolio than diversified funds.

The utilities sector generally comprises companies involved in the generation, transmission, and distribution of electricity, natural gas, and water, as well as those operating in telecommunications and other essential infrastructure services. These companies typically operate under regulated business models that can provide relatively stable and predictable revenue streams, which is why the sector is often classified as defensive within the broader equity market.

Headlines to Watch Out For
  • Federal Reserve rate cuts boost utilities bond proxy appeal
  • Data center power demand surges from AI infrastructure buildout
  • State regulators approve utility rate hikes boosting earnings
What is the price of IDU shares?

As of July 28, 2026, the stock is trading at USD 115.69 with a total of 65,556 shares traded. Over the past week, the price has changed by +1.27%, over one month by -0.48%, over three months by -0.28% and over the past year by +10.60%.

Current recommended Stop Loss: 112.70 (which is 2.6% or 2 ATR below the current price).

Is IDU a buy, sell or hold?

U.S. Utilities has no consensus analysts rating.