IDU vs GLOV
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and GOLDMAN SACHS ACTIVEBETA(R) WORLD LOW VOL PLUS EQUITY ETF (GLOV, ETF).
IDU vs GLOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
Winner
GLOV
$1.50B
Expense Ratio
IDU
0.38%
Winner
GLOV
0.15%
Max Drawdown
IDU
56.36%
Winner
GLOV
18.80%
Sharpe Ratio
IDU
0.68
Winner
GLOV
1.11
5Y Beta
Winner
IDU
0.32
GLOV
0.58
P/E Ratio
Winner
IDU
21.77
GLOV
24.28
Forward P/E
Winner
IDU
18.86
GLOV
19.09
PEG Ratio
Winner
IDU
-0.27
GLOV
0.19
5Y Dividends CAGR
IDU
1.91%
GLOV
N/A
5Y EPS CAGR
IDU
13.28%
Winner
GLOV
19.30%
Debt to Equity
Winner
IDU
118.11%
GLOV
327.53%
P/S Ratio
IDU
2.90
Winner
GLOV
1.85
P/B Ratio
Winner
IDU
2.44
GLOV
4.40
IDU vs GLOV - Holdings Comparison
IDU and GLOV have 22 common holdings. Overlap is 2.58%
IDU's top 25 holdings weight is 84.14%. GLOV's top 25 holdings weight is 29.02%.
| Rank | IDU | GLOV |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.26% | APPLE INC (AAPL) - 3.49% |
| #2 | SOUTHERN CO (SO) - 6.46% | NVIDIA CORP (NVDA) - 2.90% |
| #3 | DUKE ENERGY CORP (DUK) - 6.10% | MICROSOFT CORP (MSFT) - 2.65% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.16% | WALMART INC (WMT) - 1.68% |
| #5 | WASTE MANAGEMENT INC (WM) - 5.14% | AMAZON.COM INC (AMZN) - 1.50% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.36% | ALPHABET INC CLASS A (GOOGL) - 1.30% |
| #7 | SEMPRA (SRE) - 3.73% | ALPHABET INC CLASS C (GOOG) - 1.16% |
| #8 | DOMINION ENERGY INC (D) - 3.59% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.08% |
| #9 | VISTRA CORP (VST) - 3.19% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.08% |
| #10 | ENTERGY CORP (ETR) - 3.10% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.02% |
| #11 | XCEL ENERGY INC (XEL) - 2.95% | META PLATFORMS INC CLASS A (META) - 0.91% |
| #12 | EXELON CORP (EXC) - 2.91% | TJX COMPANIES INC (TJX) - 0.86% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.67% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.84% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | AUTOZONE INC (AZO) - 0.81% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.42% | JPMORGAN CHASE & CO (JPM) - 0.80% |
| #16 | WEC ENERGY GROUP INC (WEC) - 2.33% | AMPHENOL CORP CLASS A (APH) - 0.75% |
| #17 | PG&E CORP (PCG) - 2.32% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #18 | DTE ENERGY CO (DTE) - 1.91% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | AMEREN CORP (AEE) - 1.85% | VISA INC CLASS A (V) - 0.71% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.75% | LOWE'S COMPANIES INC (LOW) - 0.70% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.74% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #22 | ATMOS ENERGY CORP (ATO) - 1.73% | CARDINAL HEALTH INC (CAH) - 0.67% |
| #23 | PPL CORP (PPL) - 1.68% | W.W. GRAINGER INC (GWW) - 0.66% |
| #24 | NRG ENERGY INC (NRG) - 1.68% | GILEAD SCIENCES INC (GILD) - 0.65% |
| #25 | EVERSOURCE ENERGY (ES) - 1.64% | GENERALI (n/a) - 0.65% |
| Total Holdings | 46 | 446 |
IDU vs GLOV - Historical Returns
Returns include dividend reinvestment.
1M
IDU
+0.09%
Winner
GLOV
+2.42%
3M
IDU
+1.02%
Winner
GLOV
+5.81%
6M
IDU
+6.40%
Winner
GLOV
+8.62%
1Y
IDU
+11.67%
Winner
GLOV
+17.40%
5Y(CAGR)
IDU
+10.36%
GLOV
N/A
10Y(CAGR)
IDU
+10.34%
GLOV
N/A
Max(CAGR)
IDU
+10.70%
Winner
GLOV
+11.69%
IDU vs GLOV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | GLOV |
|---|---|---|
| 2026 | +5.17% | +2.79% |
| 2025 | +14.69% | +18.96% |
| 2024 | +21.91% | +15.96% |
| 2023 | -4.94% | +16.40% |
| 2022 | +1.28% | -6.17% |
| 2021 | +19.75% | N/A |
| 2020 | +2.64% | N/A |
| 2019 | +30.23% | N/A |
| 2018 | +7.79% | N/A |
| 2017 | +15.26% | N/A |
| 2016 | +20.53% | N/A |
| 2015 | -1.47% | N/A |
| 2014 | +33.40% | N/A |
| 2013 | +16.54% | N/A |
| 2012 | +6.28% | N/A |
| 2011 | +22.22% | N/A |
| 2010 | +11.08% | N/A |
| 2009 | +14.64% | N/A |
| 2008 | -27.37% | N/A |
| 2007 | +19.11% | N/A |
| 2006 | +21.83% | N/A |
| 2005 | +19.80% | N/A |
| 2004 | +27.08% | N/A |
| 2003 | +25.75% | N/A |
| 2002 | -19.69% | N/A |
| 2001 | -21.18% | N/A |
| 2000 | +33.18% | N/A |
IDU vs GLOV Drawdown Comparison
The maximum drawdown for IDU was -51.29%, occurring on Oct 9, 2002. Recovery took 1000 trading sessions.
The maximum drawdown for GLOV was -17.78%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The current IDU drawdown is -4.57%.
| Rank | IDU | GLOV |
|---|---|---|
| #1 | -51.29% Dec 28, 2000 - Dec 23, 2004 | -17.78% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -45.86% Dec 10, 2007 - May 10, 2011 | -9.97% Feb 13, 2025 - May 2, 2025 |
| #3 | -36.18% Feb 18, 2020 - Apr 16, 2021 | -7.71% Jul 25, 2023 - Nov 22, 2023 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -5.68% Dec 5, 2024 - Feb 11, 2025 |
| #5 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -4.68% Jul 17, 2024 - Aug 15, 2024 |
| #6 | -14.91% Nov 14, 2017 - Aug 16, 2018 | -4.67% Mar 28, 2024 - Jun 12, 2024 |
| #7 | -14.67% Jan 29, 2015 - Feb 1, 2016 | -3.36% Oct 18, 2024 - Nov 7, 2024 |
| #8 | -12.20% Jul 21, 2011 - Sep 20, 2011 | -2.77% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -12.07% Oct 3, 2005 - Jul 3, 2006 | -2.75% Nov 7, 2024 - Nov 29, 2024 |
| #10 | -11.45% Jul 6, 2016 - Feb 24, 2017 | -2.26% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -10.83% May 21, 2007 - Oct 31, 2007 | -2.04% Aug 30, 2024 - Sep 13, 2024 |
| #12 | -10.77% Apr 30, 2013 - Jan 30, 2014 | -1.92% Oct 6, 2025 - Oct 27, 2025 |
| #13 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -1.80% Jan 12, 2026 - Jan 26, 2026 |
| #14 | -9.85% Nov 29, 2024 - May 16, 2025 | -1.72% Jul 3, 2025 - Jul 23, 2025 |
| #15 | -9.33% Jun 30, 2014 - Oct 22, 2014 | -1.71% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between IDU and GLOV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IDU vs GLOV dividend yield comparison.
| Year | IDU | GLOV |
|---|---|---|
| 2026 | 1.10% | 0.00% |
| 2025 | 2.23% | 1.74% |
| 2024 | 2.29% | 1.75% |
| 2023 | 2.79% | 2.06% |
| 2022 | 2.39% | 1.73% |
| 2021 | 2.39% | 0.00% |
| 2020 | 5.13% | 0.00% |
| 2019 | 5.41% | 0.00% |
| 2018 | 5.61% | 0.00% |
| 2017 | 5.23% | 0.00% |
| 2016 | 6.35% | 0.00% |
| 2015 | 8.44% | 0.00% |
| 2014 | 5.76% | 0.00% |
| 2013 | 6.73% | 0.00% |
| 2012 | 6.95% | 0.00% |
| 2011 | 6.56% | 0.00% |
| 2010 | 7.53% | 0.00% |
| 2009 | 7.44% | 0.00% |
| 2008 | 7.36% | 0.00% |
| 2007 | 4.61% | 0.00% |
| 2006 | 4.96% | 0.00% |
| 2005 | 5.72% | 0.00% |
| 2004 | 5.66% | 0.00% |
| 2003 | 6.26% | 0.00% |
| 2002 | 8.63% | 0.00% |
| 2001 | 6.40% | 0.00% |
| 2000 | 2.83% | 0.00% |
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