IDU vs UTES
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
Both IDU and UTES are from the Utilities sector.
5-Year PerformanceUTES has outperformed IDU, delivering a return of +13.8% compared to +8.4%
IDU vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
UTES
$1.40B
Expense Ratio
Winner
IDU
0.38%
UTES
0.49%
Max Drawdown
IDU
56.36%
Winner
UTES
35.71%
Sharpe Ratio
Winner
IDU
-0.02
UTES
-0.40
5Y Beta
Winner
IDU
0.30
UTES
0.69
P/E Ratio
Winner
IDU
21.37
UTES
25.65
Forward P/E
IDU
18.88
Winner
UTES
18.73
PEG Ratio
IDU
1.62
Winner
UTES
0.99
5Y Dividends CAGR
Winner
IDU
1.91%
UTES
1.74%
5Y EPS CAGR
Winner
IDU
12.62%
UTES
8.27%
Debt to Equity
Winner
IDU
119.27%
UTES
214.20%
P/S Ratio
IDU
2.81
Winner
UTES
2.81
P/B Ratio
Winner
IDU
2.42
UTES
2.96
IDU vs UTES - Holdings Comparison
IDU and UTES have 18 common holdings. Overlap is 41.95%
IDU's top 25 holdings weight is 83.59%. UTES's top 25 holdings weight is 99.85%.
| Rank | IDU | UTES |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.04% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.34% |
| #2 | SOUTHERN CO (SO) - 6.57% | CONSTELLATION ENERGY CORP (CEG) - 10.91% |
| #3 | DUKE ENERGY CORP (DUK) - 6.00% | VISTRA CORP (VST) - 10.49% |
| #4 | WASTE MANAGEMENT INC (WM) - 5.10% | XCEL ENERGY INC (XEL) - 6.79% |
| #5 | CONSTELLATION ENERGY CORP (CEG) - 4.64% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.50% | ENTERGY CORP (ETR) - 5.09% |
| #7 | SEMPRA (SRE) - 3.66% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.93% |
| #8 | DOMINION ENERGY INC (D) - 3.65% | ALLIANT ENERGY CORP (LNT) - 4.91% |
| #9 | ENTERGY CORP (ETR) - 3.16% | SEMPRA (SRE) - 4.54% |
| #10 | VISTRA CORP (VST) - 3.15% | IDACORP INC (IDA) - 4.52% |
| #11 | XCEL ENERGY INC (XEL) - 3.05% | NRG ENERGY INC (NRG) - 4.29% |
| #12 | EXELON CORP (EXC) - 2.90% | WEC ENERGY GROUP INC (WEC) - 4.18% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.61% | DTE ENERGY CO (DTE) - 3.88% |
| #14 | CONSOLIDATED EDISON INC (ED) - 2.50% | NEXTERA ENERGY INC (NEE) - 3.87% |
| #15 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.45% | AMEREN CORP (AEE) - 3.83% |
| #16 | WEC ENERGY GROUP INC (WEC) - 2.32% | CMS ENERGY CORP (CMS) - 3.47% |
| #17 | PG&E CORP (PCG) - 2.22% | NISOURCE INC (NI) - 3.46% |
| #18 | DTE ENERGY CO (DTE) - 1.91% | PINNACLE WEST CAPITAL CORP (PNW) - 2.89% |
| #19 | AMEREN CORP (AEE) - 1.90% | N/A |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.75% | N/A |
| #21 | NRG ENERGY INC (NRG) - 1.75% | N/A |
| #22 | ATMOS ENERGY CORP (ATO) - 1.75% | N/A |
| #23 | EDISON INTERNATIONAL (EIX) - 1.71% | N/A |
| #24 | EVERSOURCE ENERGY (ES) - 1.66% | N/A |
| #25 | PPL CORP (PPL) - 1.64% | N/A |
| Total Holdings | 48 | 18 |
IDU vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDU
-3.89%
UTES
-6.50%
3M
Winner
IDU
-3.79%
UTES
-9.11%
6M
Winner
IDU
+1.14%
UTES
-0.55%
1Y
Winner
IDU
+3.29%
UTES
-5.12%
5Y(CAGR)
IDU
+8.39%
Winner
UTES
+13.83%
10Y(CAGR)
IDU
+8.56%
Winner
UTES
+11.73%
Max(CAGR)
IDU
+7.80%
Winner
UTES
+13.21%
IDU vs UTES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | UTES |
|---|---|---|
| 2026 | +1.80% | -5.13% |
| 2025 | +14.69% | +22.66% |
| 2024 | +21.91% | +43.95% |
| 2023 | -4.94% | -1.97% |
| 2022 | +1.28% | +1.90% |
| 2021 | +19.75% | +23.82% |
| 2020 | +0.17% | +1.59% |
| 2019 | +26.63% | +27.65% |
| 2018 | +4.76% | +6.28% |
| 2017 | +12.31% | +14.80% |
| 2016 | +16.86% | +16.95% |
| 2015 | -5.49% | +5.54% |
| 2014 | +29.35% | N/A |
| 2013 | +12.69% | N/A |
| 2012 | +2.77% | N/A |
| 2011 | +18.02% | N/A |
| 2010 | +6.84% | N/A |
| 2009 | +10.11% | N/A |
| 2008 | -29.56% | N/A |
| 2007 | +16.31% | N/A |
| 2006 | +18.57% | N/A |
| 2005 | +16.42% | N/A |
| 2004 | +23.20% | N/A |
| 2003 | +21.48% | N/A |
| 2002 | -22.70% | N/A |
| 2001 | -23.37% | N/A |
| 2000 | +31.20% | N/A |
IDU vs UTES Drawdown Comparison
The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current IDU drawdown is -7.63%. The current UTES drawdown is -12.21%.
| Rank | IDU | UTES |
|---|---|---|
| #1 | -53.88% Dec 28, 2000 - Jun 28, 2005 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -47.78% Dec 10, 2007 - Jun 18, 2012 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -36.18% Feb 18, 2020 - Aug 13, 2021 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -16.19% Jan 29, 2015 - Mar 8, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -15.29% Nov 14, 2017 - Oct 19, 2018 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -12.08% Jul 6, 2016 - Mar 22, 2017 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -12.07% Oct 3, 2005 - Jul 20, 2006 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -11.38% May 21, 2007 - Dec 3, 2007 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -10.77% Apr 30, 2013 - Feb 13, 2014 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -9.85% Nov 29, 2024 - May 16, 2025 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -9.57% Jul 30, 2012 - Feb 12, 2013 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -9.33% Jun 30, 2014 - Oct 23, 2014 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IDU and UTES is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IDU vs UTES dividend yield comparison.
| Year | IDU | UTES |
|---|---|---|
| 2026 | 1.14% | 0.75% |
| 2025 | 2.23% | 1.42% |
| 2024 | 2.29% | 1.51% |
| 2023 | 2.79% | 2.44% |
| 2022 | 2.39% | 2.13% |
| 2021 | 2.39% | 1.94% |
| 2020 | 2.94% | 2.09% |
| 2019 | 2.71% | 1.84% |
| 2018 | 2.80% | 2.09% |
| 2017 | 2.62% | 3.44% |
| 2016 | 3.18% | 3.53% |
| 2015 | 4.22% | 0.61% |
| 2014 | 2.88% | 0.00% |
| 2013 | 3.36% | 0.00% |
| 2012 | 3.47% | 0.00% |
| 2011 | 3.28% | 0.00% |
| 2010 | 3.76% | 0.00% |
| 2009 | 3.72% | 0.00% |
| 2008 | 3.68% | 0.00% |
| 2007 | 2.31% | 0.00% |
| 2006 | 2.48% | 0.00% |
| 2005 | 2.86% | 0.00% |
| 2004 | 2.83% | 0.00% |
| 2003 | 3.13% | 0.00% |
| 2002 | 4.32% | 0.00% |
| 2001 | 3.20% | 0.00% |
| 2000 | 1.42% | 0.00% |
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