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 +17.2% compared to +10.4%
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
0.68
UTES
0.51
5Y Beta
Winner
IDU
0.32
UTES
0.72
P/E Ratio
Winner
IDU
21.77
UTES
27.29
Forward P/E
Winner
IDU
18.86
UTES
19.98
PEG Ratio
Winner
IDU
-0.27
UTES
1.05
5Y Dividends CAGR
Winner
IDU
1.91%
UTES
1.74%
5Y EPS CAGR
Winner
IDU
13.28%
UTES
8.87%
Debt to Equity
Winner
IDU
118.11%
UTES
219.65%
P/S Ratio
Winner
IDU
2.90
UTES
3.09
P/B Ratio
Winner
IDU
2.44
UTES
3.07
IDU vs UTES - Holdings Comparison
IDU and UTES have 18 common holdings. Overlap is 42.05%
IDU's top 25 holdings weight is 84.14%. UTES's top 25 holdings weight is 99.85%.
| Rank | IDU | UTES |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.26% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 12.30% |
| #2 | SOUTHERN CO (SO) - 6.46% | CONSTELLATION ENERGY CORP (CEG) - 10.71% |
| #3 | DUKE ENERGY CORP (DUK) - 6.10% | VISTRA CORP (VST) - 10.05% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.16% | XCEL ENERGY INC (XEL) - 6.73% |
| #5 | WASTE MANAGEMENT INC (WM) - 5.14% | CENTERPOINT ENERGY INC (CNP) - 6.46% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.36% | ENTERGY CORP (ETR) - 5.01% |
| #7 | SEMPRA (SRE) - 3.73% | ALLIANT ENERGY CORP (LNT) - 4.94% |
| #8 | DOMINION ENERGY INC (D) - 3.59% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.84% |
| #9 | VISTRA CORP (VST) - 3.19% | SEMPRA (SRE) - 4.73% |
| #10 | ENTERGY CORP (ETR) - 3.10% | IDACORP INC (IDA) - 4.38% |
| #11 | XCEL ENERGY INC (XEL) - 2.95% | WEC ENERGY GROUP INC (WEC) - 4.25% |
| #12 | EXELON CORP (EXC) - 2.91% | NRG ENERGY INC (NRG) - 4.08% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.67% | DTE ENERGY CO (DTE) - 3.91% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.47% | AMEREN CORP (AEE) - 3.80% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.42% | NEXTERA ENERGY INC (NEE) - 3.75% |
| #16 | WEC ENERGY GROUP INC (WEC) - 2.33% | NISOURCE INC (NI) - 3.57% |
| #17 | PG&E CORP (PCG) - 2.32% | CMS ENERGY CORP (CMS) - 3.50% |
| #18 | DTE ENERGY CO (DTE) - 1.91% | PINNACLE WEST CAPITAL CORP (PNW) - 2.84% |
| #19 | AMEREN CORP (AEE) - 1.85% | N/A |
| #20 | CENTERPOINT ENERGY INC (CNP) - 1.75% | N/A |
| #21 | EDISON INTERNATIONAL (EIX) - 1.74% | N/A |
| #22 | ATMOS ENERGY CORP (ATO) - 1.73% | N/A |
| #23 | PPL CORP (PPL) - 1.68% | N/A |
| #24 | NRG ENERGY INC (NRG) - 1.68% | N/A |
| #25 | EVERSOURCE ENERGY (ES) - 1.64% | N/A |
| Total Holdings | 46 | 18 |
IDU vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
IDU
+0.09%
Winner
UTES
+1.25%
3M
IDU
+1.02%
Winner
UTES
+5.63%
6M
Winner
IDU
+6.40%
UTES
+4.75%
1Y
Winner
IDU
+11.67%
UTES
+11.50%
5Y(CAGR)
IDU
+10.36%
Winner
UTES
+17.20%
10Y(CAGR)
IDU
+10.34%
Winner
UTES
+12.80%
Max(CAGR)
IDU
+10.70%
Winner
UTES
+14.23%
IDU vs UTES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | UTES |
|---|---|---|
| 2026 | +5.17% | +2.92% |
| 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 | +2.64% | +1.59% |
| 2019 | +30.23% | +27.65% |
| 2018 | +7.79% | +6.28% |
| 2017 | +15.26% | +14.80% |
| 2016 | +20.53% | +16.95% |
| 2015 | -1.47% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for IDU was -51.29%, occurring on Oct 9, 2002. Recovery took 1000 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 -4.57%. The current UTES drawdown is -4.76%.
| Rank | IDU | UTES |
|---|---|---|
| #1 | -51.29% Dec 28, 2000 - Dec 23, 2004 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -45.86% Dec 10, 2007 - May 10, 2011 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -36.18% Feb 18, 2020 - Apr 16, 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 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -14.91% Nov 14, 2017 - Aug 16, 2018 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -14.67% Jan 29, 2015 - Feb 1, 2016 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -12.20% Jul 21, 2011 - Sep 20, 2011 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -12.07% Oct 3, 2005 - Jul 3, 2006 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -11.45% Jul 6, 2016 - Feb 24, 2017 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -10.83% May 21, 2007 - Oct 31, 2007 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -10.77% Apr 30, 2013 - Jan 30, 2014 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -9.85% Nov 29, 2024 - May 16, 2025 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -9.33% Jun 30, 2014 - Oct 22, 2014 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between IDU and UTES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IDU vs UTES dividend yield comparison.
| Year | IDU | UTES |
|---|---|---|
| 2026 | 1.10% | 0.69% |
| 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 | 5.13% | 2.09% |
| 2019 | 5.41% | 1.84% |
| 2018 | 5.61% | 2.09% |
| 2017 | 5.23% | 3.44% |
| 2016 | 6.35% | 3.53% |
| 2015 | 8.44% | 0.61% |
| 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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