IDU vs XSD
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD, ETF).
IDU is from the Utilities sector, while XSD is from the Technology sector.
5-Year PerformanceXSD has outperformed IDU, delivering a return of +26.3% compared to +9.3%
IDU vs XSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.60B
XSD
$1.60B
Expense Ratio
IDU
0.38%
Winner
XSD
0.35%
Max Drawdown
Winner
IDU
56.36%
XSD
64.87%
Sharpe Ratio
IDU
0.58
Winner
XSD
2.94
5Y Beta
Winner
IDU
0.34
XSD
2.04
P/E Ratio
Winner
IDU
23.19
XSD
1310.07
Forward P/E
Winner
IDU
19.58
XSD
27.93
PEG Ratio
Winner
IDU
-0.26
XSD
0.28
5Y Dividends CAGR
IDU
5.89%
Winner
XSD
14.36%
5Y EPS CAGR
Winner
IDU
12.88%
XSD
10.95%
Debt to Equity
IDU
123.89%
Winner
XSD
29.19%
P/S Ratio
Winner
IDU
2.99
XSD
7.95
P/B Ratio
Winner
IDU
2.60
XSD
6.06
IDU vs XSD - Holdings Comparison
IDU and XSD have 1 common holdings. Overlap is 0.00%
IDU's top 25 holdings weight is 84.73%. XSD's top 25 holdings weight is 70.45%.
| Rank | IDU | XSD |
|---|---|---|
| #1 | NEXTERA ENERGY INC (NEE) - 11.52% | MARVELL TECHNOLOGY INC (MRVL) - 3.54% |
| #2 | SOUTHERN CO (SO) - 6.50% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 3.35% |
| #3 | DUKE ENERGY CORP (DUK) - 6.18% | ASTERA LABS INC (ALAB) - 3.26% |
| #4 | CONSTELLATION ENERGY CORP (CEG) - 5.70% | MAXLINEAR INC (MXL) - 3.22% |
| #5 | WASTE MANAGEMENT INC (WM) - 5.22% | SITIME CORP ORDINARY SHARES (SITM) - 3.16% |
| #6 | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.27% | ON SEMICONDUCTOR CORP (ON) - 3.10% |
| #7 | SEMPRA (SRE) - 3.73% | POWER INTEGRATIONS INC (POWI) - 3.04% |
| #8 | VISTRA CORP (VST) - 3.26% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.01% |
| #9 | DOMINION ENERGY INC (D) - 3.22% | RAMBUS INC (RMBS) - 2.98% |
| #10 | EXELON CORP (EXC) - 3.02% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 2.96% |
| #11 | XCEL ENERGY INC (XEL) - 2.87% | ADVANCED MICRO DEVICES INC (AMD) - 2.93% |
| #12 | ENTERGY CORP (ETR) - 2.82% | INTEL CORP (INTC) - 2.92% |
| #13 | REPUBLIC SERVICES INC (RSG) - 2.70% | LATTICE SEMICONDUCTOR CORP (LSCC) - 2.72% |
| #14 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.52% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 2.71% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.48% | CIRRUS LOGIC INC (CRUS) - 2.65% |
| #16 | PG&E CORP (PCG) - 2.41% | ALLEGRO MICROSYSTEMS INC ORDINARY SHARES (ALGM) - 2.64% |
| #17 | WEC ENERGY GROUP INC (WEC) - 2.28% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.60% |
| #18 | DTE ENERGY CO (DTE) - 1.84% | SEMTECH CORP (SMTC) - 2.55% |
| #19 | NRG ENERGY INC (NRG) - 1.83% | IMPINJ INC (PI) - 2.53% |
| #20 | AMEREN CORP (AEE) - 1.81% | BROADCOM INC (AVGO) - 2.49% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.79% | ANALOG DEVICES INC (ADI) - 2.49% |
| #22 | CENTERPOINT ENERGY INC (CNP) - 1.71% | TEXAS INSTRUMENTS INC (TXN) - 2.48% |
| #23 | PPL CORP (PPL) - 1.71% | SYNAPTICS INC (SYNA) - 2.40% |
| #24 | FIRSTENERGY CORP (FE) - 1.69% | NXP SEMICONDUCTORS NV (NXPI) - 2.37% |
| #25 | EDISON INTERNATIONAL (EIX) - 1.65% | AMBARELLA INC (AMBA) - 2.35% |
| Total Holdings | 47 | 45 |
IDU vs XSD - Historical Returns
Returns include dividend reinvestment.
1M
IDU
-4.58%
Winner
XSD
+54.21%
3M
IDU
+2.45%
Winner
XSD
+53.30%
6M
IDU
+1.43%
Winner
XSD
+69.81%
1Y
IDU
+12.00%
Winner
XSD
+168.19%
5Y(CAGR)
IDU
+9.26%
Winner
XSD
+26.30%
10Y(CAGR)
IDU
+9.17%
Winner
XSD
+30.25%
Max(CAGR)
IDU
+7.95%
Winner
XSD
+16.80%
IDU vs XSD - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | XSD |
|---|---|---|
| 2026 | +3.57% | +65.34% |
| 2025 | +14.69% | +27.98% |
| 2024 | +21.91% | +14.11% |
| 2023 | -4.94% | +36.81% |
| 2022 | +1.28% | -32.38% |
| 2021 | +19.75% | +43.38% |
| 2020 | +0.17% | +58.68% |
| 2019 | +26.63% | +63.39% |
| 2018 | +4.76% | -9.25% |
| 2017 | +12.31% | +24.39% |
| 2016 | +16.86% | +31.09% |
| 2015 | -5.49% | +10.12% |
| 2014 | +29.35% | +32.70% |
| 2013 | +12.69% | +30.80% |
| 2012 | +2.77% | +0.66% |
| 2011 | +18.02% | -19.33% |
| 2010 | +6.84% | +14.86% |
| 2009 | +10.11% | +91.13% |
| 2008 | -29.56% | -46.05% |
| 2007 | +16.31% | -4.85% |
| 2006 | +18.57% | -7.73% |
| 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 XSD Drawdown Comparison
The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.
The maximum drawdown for XSD was -64.56%, occurring on Nov 20, 2008. Recovery took 875 trading sessions.
The current IDU drawdown is -6.02%.
| Rank | IDU | XSD |
|---|---|---|
| #1 | -53.88% Dec 28, 2000 - Jun 28, 2005 | -64.56% Jul 17, 2007 - Jan 4, 2011 |
| #2 | -47.78% Dec 10, 2007 - Jun 18, 2012 | -42.27% Dec 8, 2021 - May 28, 2024 |
| #3 | -36.18% Feb 18, 2020 - Aug 13, 2021 | -41.25% Jul 16, 2024 - Aug 12, 2025 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -37.42% Feb 17, 2011 - Jan 21, 2014 |
| #5 | -16.19% Jan 29, 2015 - Mar 8, 2016 | -36.80% Jan 23, 2020 - Jun 4, 2020 |
| #6 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -29.05% May 5, 2006 - Jul 13, 2007 |
| #7 | -15.29% Nov 14, 2017 - Oct 19, 2018 | -23.70% Sep 4, 2018 - Feb 22, 2019 |
| #8 | -12.08% Jul 6, 2016 - Mar 22, 2017 | -23.33% Jun 18, 2015 - Jun 7, 2016 |
| #9 | -12.07% Oct 3, 2005 - Jul 20, 2006 | -20.99% Feb 16, 2021 - Aug 27, 2021 |
| #10 | -11.38% May 21, 2007 - Dec 3, 2007 | -20.63% Sep 5, 2014 - Dec 3, 2014 |
| #11 | -10.77% Apr 30, 2013 - Feb 13, 2014 | -18.61% Oct 27, 2025 - Jan 16, 2026 |
| #12 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -17.46% Apr 24, 2019 - Jul 18, 2019 |
| #13 | -9.85% Nov 29, 2024 - May 16, 2025 | -16.97% Feb 11, 2026 - Apr 10, 2026 |
| #14 | -9.57% Jul 30, 2012 - Feb 12, 2013 | -13.94% Jan 17, 2018 - Mar 12, 2018 |
| #15 | -9.33% Jun 30, 2014 - Oct 23, 2014 | -11.62% Mar 12, 2018 - Jun 1, 2018 |
Correlation
Correlation between IDU and XSD 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 XSD dividend yield comparison.
| Year | IDU | XSD |
|---|---|---|
| 2026 | 0.55% | 0.03% |
| 2025 | 2.23% | 0.26% |
| 2024 | 2.29% | 0.20% |
| 2023 | 2.79% | 0.31% |
| 2022 | 2.39% | 0.44% |
| 2021 | 2.39% | 0.10% |
| 2020 | 2.94% | 0.26% |
| 2019 | 2.71% | 0.51% |
| 2018 | 2.80% | 1.16% |
| 2017 | 2.62% | 0.59% |
| 2016 | 3.18% | 0.64% |
| 2015 | 4.22% | 0.58% |
| 2014 | 2.88% | 0.46% |
| 2013 | 3.36% | 0.52% |
| 2012 | 3.47% | 0.69% |
| 2011 | 3.28% | 0.84% |
| 2010 | 3.76% | 0.76% |
| 2009 | 3.72% | 0.74% |
| 2008 | 3.68% | 1.21% |
| 2007 | 2.31% | 0.40% |
| 2006 | 2.48% | 0.19% |
| 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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