IDU vs YEAR
Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
IDU vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDU
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
IDU
0.38%
Winner
YEAR
0.25%
Max Drawdown
IDU
56.36%
Winner
YEAR
1.40%
Sharpe Ratio
Winner
IDU
-0.02
YEAR
-0.54
5Y Beta
IDU
0.30
Winner
YEAR
0.00
P/E Ratio
IDU
21.37
YEAR
N/A
Forward P/E
IDU
18.88
YEAR
N/A
PEG Ratio
IDU
1.62
YEAR
N/A
5Y Dividends CAGR
IDU
1.91%
YEAR
N/A
5Y EPS CAGR
IDU
12.62%
YEAR
N/A
Debt to Equity
IDU
119.27%
YEAR
N/A
P/S Ratio
IDU
2.81
YEAR
N/A
P/B Ratio
IDU
2.42
YEAR
N/A
IDU vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
IDU
-3.89%
Winner
YEAR
+0.22%
3M
IDU
-3.79%
Winner
YEAR
+0.71%
6M
IDU
+1.14%
Winner
YEAR
+1.36%
1Y
IDU
+3.29%
Winner
YEAR
+3.43%
5Y(CAGR)
IDU
+8.39%
YEAR
N/A
10Y(CAGR)
IDU
+8.56%
YEAR
N/A
Max(CAGR)
Winner
IDU
+7.80%
YEAR
+4.82%
IDU vs YEAR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IDU | YEAR |
|---|---|---|
| 2026 | +1.80% | +1.69% |
| 2025 | +14.69% | +4.65% |
| 2024 | +21.91% | +5.45% |
| 2023 | -4.94% | +5.87% |
| 2022 | +1.28% | +1.10% |
| 2021 | +19.75% | N/A |
| 2020 | +0.17% | N/A |
| 2019 | +26.63% | N/A |
| 2018 | +4.76% | N/A |
| 2017 | +12.31% | N/A |
| 2016 | +16.86% | N/A |
| 2015 | -5.49% | N/A |
| 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 YEAR Drawdown Comparison
The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current IDU drawdown is -7.63%. The current YEAR drawdown is -0.06%.
| Rank | IDU | YEAR |
|---|---|---|
| #1 | -53.88% Dec 28, 2000 - Jun 28, 2005 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -47.78% Dec 10, 2007 - Jun 18, 2012 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -36.18% Feb 18, 2020 - Aug 13, 2021 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -24.08% Sep 12, 2022 - May 15, 2024 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -16.19% Jan 29, 2015 - Mar 8, 2016 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -15.63% Apr 8, 2022 - Aug 12, 2022 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -15.29% Nov 14, 2017 - Oct 19, 2018 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -12.08% Jul 6, 2016 - Mar 22, 2017 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -12.07% Oct 3, 2005 - Jul 20, 2006 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -11.38% May 21, 2007 - Dec 3, 2007 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -10.77% Apr 30, 2013 - Feb 13, 2014 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -10.03% Dec 31, 2021 - Mar 25, 2022 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -9.85% Nov 29, 2024 - May 16, 2025 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -9.57% Jul 30, 2012 - Feb 12, 2013 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -9.33% Jun 30, 2014 - Oct 23, 2014 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between IDU and YEAR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IDU vs YEAR dividend yield comparison.
| Year | IDU | YEAR |
|---|---|---|
| 2026 | 1.14% | 2.27% |
| 2025 | 2.23% | 4.33% |
| 2024 | 2.29% | 5.16% |
| 2023 | 2.79% | 5.00% |
| 2022 | 2.39% | 1.19% |
| 2021 | 2.39% | 0.00% |
| 2020 | 2.94% | 0.00% |
| 2019 | 2.71% | 0.00% |
| 2018 | 2.80% | 0.00% |
| 2017 | 2.62% | 0.00% |
| 2016 | 3.18% | 0.00% |
| 2015 | 4.22% | 0.00% |
| 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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