iShares US Utilities ETF (IDU)
81.98
+0.39
(+0.48%)
USD |
NYSEARCA |
Mar 18, 16:00
81.94
-0.04
(-0.05%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.40% | 0.02% | 844.37M | 42806.27 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.72% | 3.00% | -109.31M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the Russell 1000 Utilities RIC 22.5/45 Capped Index. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the utilities sector of the U.S. equity market. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Utilities |
Category Index | S&P 1500 Utilities TR |
Global Category Name | Utilities Sector Equity |
YCharts Categorization | Utilities Equity |
YCharts Benchmark | S&P 500 Utilities (Sector) Total Return (^SPXUSTR) |
Prospectus Objective | Specialty - Utility |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
Russell 1000 Util RIC 22.5/45 Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Greg Savage | 16.18 yrs |
Jennifer Hsui | 11.50 yrs |
Paul Whitehead | 2.16 yrs |
Performance Versus Category
As of March 15, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 15, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the Russell 1000 Utilities RIC 22.5/45 Capped Index. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the utilities sector of the U.S. equity market. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Utilities |
Category Index | S&P 1500 Utilities TR |
Global Category Name | Utilities Sector Equity |
YCharts Categorization | Utilities Equity |
YCharts Benchmark | S&P 500 Utilities (Sector) Total Return (^SPXUSTR) |
Prospectus Objective | Specialty - Utility |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
Russell 1000 Util RIC 22.5/45 Cap TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Greg Savage | 16.18 yrs |
Jennifer Hsui | 11.50 yrs |
Paul Whitehead | 2.16 yrs |