IDU vs SPY
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IDU, delivering a return of +13.2% compared to +10.4%
IDU vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
Winner
SPY
$784B
Expense Ratio
IDU
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
IDU
56.36%
SPY
56.47%
Sharpe Ratio
IDU
0.68
Winner
SPY
1.54
5Y Beta
Winner
IDU
0.32
SPY
1.00
P/E Ratio
Winner
IDU
21.77
SPY
27.62
Forward P/E
Winner
IDU
18.86
SPY
21.11
PEG Ratio
IDU
-0.27
SPY
N/A
5Y Dividends CAGR
IDU
1.91%
Winner
SPY
6.00%
5Y EPS CAGR
IDU
13.28%
Winner
SPY
25.30%
Debt to Equity
IDU
118.11%
Winner
SPY
31.11%
P/S Ratio
Winner
IDU
2.90
SPY
3.49
P/B Ratio
Winner
IDU
2.44
SPY
5.30
IDU vs SPY - Holdings Comparison
IDU and SPY have 34 common holdings. Overlap is 2.35%
IDU's top 25 holdings weight is 84.14%. SPY's top 25 holdings weight is 51.24%.
| Rank | IDU | SPY |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.26% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | SOUTHERN CO (SO) - 6.46% | APPLE INC (AAPL) - 6.81% |
| #3 | DUKE ENERGY CORP (DUK) - 6.10% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.16% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | WASTE MANAGEMENT INC (WM) - 5.14% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.36% | BROADCOM INC (AVGO) - 2.77% |
| #7 | SEMPRA (SRE) - 3.73% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | DOMINION ENERGY INC (D) - 3.59% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | VISTRA CORP (VST) - 3.19% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | ENTERGY CORP (ETR) - 3.10% | TESLA INC (TSLA) - 1.76% |
| #11 | XCEL ENERGY INC (XEL) - 2.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | EXELON CORP (EXC) - 2.91% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.67% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.42% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | WEC ENERGY GROUP INC (WEC) - 2.33% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | PG&E CORP (PCG) - 2.32% | VISA INC CLASS A (V) - 0.87% |
| #18 | DTE ENERGY CO (DTE) - 1.91% | INTEL CORP (INTC) - 0.85% |
| #19 | AMEREN CORP (AEE) - 1.85% | WALMART INC (WMT) - 0.82% |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.75% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | EDISON INTERNATIONAL (EIX) - 1.74% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ATMOS ENERGY CORP (ATO) - 1.73% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | PPL CORP (PPL) - 1.68% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | NRG ENERGY INC (NRG) - 1.68% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | EVERSOURCE ENERGY (ES) - 1.64% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 46 | 505 |
IDU vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDU
+0.09%
SPY
-1.37%
3M
IDU
+1.02%
Winner
SPY
+12.22%
6M
IDU
+6.40%
Winner
SPY
+7.20%
1Y
IDU
+11.67%
Winner
SPY
+23.58%
5Y(CAGR)
IDU
+10.36%
Winner
SPY
+13.19%
10Y(CAGR)
IDU
+10.34%
Winner
SPY
+15.12%
Max(CAGR)
Winner
IDU
+10.70%
SPY
+8.44%
IDU vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IDU | SPY |
|---|---|---|
| 2026 | +5.17% | +7.95% |
| 2025 | +14.69% | +18.00% |
| 2024 | +21.91% | +25.59% |
| 2023 | -4.94% | +26.72% |
| 2022 | +1.28% | -18.64% |
| 2021 | +19.75% | +30.52% |
| 2020 | +2.64% | +17.28% |
| 2019 | +30.23% | +31.09% |
| 2018 | +7.79% | -5.24% |
| 2017 | +15.26% | +20.78% |
| 2016 | +20.53% | +13.59% |
| 2015 | -1.47% | +1.31% |
| 2014 | +33.40% | +14.56% |
| 2013 | +16.54% | +29.00% |
| 2012 | +6.28% | +14.17% |
| 2011 | +22.22% | +0.85% |
| 2010 | +11.08% | +13.14% |
| 2009 | +14.64% | +22.67% |
| 2008 | -27.37% | -36.25% |
| 2007 | +19.11% | +5.32% |
| 2006 | +21.83% | +13.85% |
| 2005 | +19.80% | +5.32% |
| 2004 | +27.08% | +10.75% |
| 2003 | +25.75% | +24.18% |
| 2002 | -19.69% | -22.42% |
| 2001 | -21.18% | -10.13% |
| 2000 | +33.18% | -8.84% |
| 1999 | N/A | +8.61% |
IDU vs SPY Drawdown Comparison
The maximum drawdown for IDU was -51.29%, occurring on Oct 9, 2002. Recovery took 1000 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IDU drawdown is -4.57%. The current SPY drawdown is -3.18%.
| Rank | IDU | SPY |
|---|---|---|
| #1 | -51.29% Dec 28, 2000 - Dec 23, 2004 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.86% Dec 10, 2007 - May 10, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.18% Feb 18, 2020 - Apr 16, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -14.91% Nov 14, 2017 - Aug 16, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.67% Jan 29, 2015 - Feb 1, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.20% Jul 21, 2011 - Sep 20, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.07% Oct 3, 2005 - Jul 3, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.45% Jul 6, 2016 - Feb 24, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.83% May 21, 2007 - Oct 31, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.77% Apr 30, 2013 - Jan 30, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.85% Nov 29, 2024 - May 16, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.33% Jun 30, 2014 - Oct 22, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IDU and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
IDU vs SPY dividend yield comparison.
| Year | IDU | SPY |
|---|---|---|
| 2026 | 1.10% | 0.50% |
| 2025 | 2.23% | 1.07% |
| 2024 | 2.29% | 1.21% |
| 2023 | 2.79% | 1.40% |
| 2022 | 2.39% | 1.65% |
| 2021 | 2.39% | 1.20% |
| 2020 | 5.13% | 1.52% |
| 2019 | 5.41% | 1.75% |
| 2018 | 5.61% | 2.04% |
| 2017 | 5.23% | 1.80% |
| 2016 | 6.35% | 2.03% |
| 2015 | 8.44% | 2.06% |
| 2014 | 5.76% | 1.87% |
| 2013 | 6.73% | 1.81% |
| 2012 | 6.95% | 2.18% |
| 2011 | 6.56% | 2.05% |
| 2010 | 7.53% | 1.80% |
| 2009 | 7.44% | 1.95% |
| 2008 | 7.36% | 3.02% |
| 2007 | 4.61% | 1.85% |
| 2006 | 4.96% | 1.73% |
| 2005 | 5.72% | 1.73% |
| 2004 | 5.66% | 1.82% |
| 2003 | 6.26% | 1.47% |
| 2002 | 8.63% | 1.70% |
| 2001 | 6.40% | 1.25% |
| 2000 | 2.83% | 1.15% |
| 1999 | 0.00% | 0.24% |
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