IDU
UtilitiesiShares U.S. Utilities ETF
iShares · Tracks Russell 1000 Utilities RIC 22.5/45 Capped Index · Inception Jun 12, 2000
Trailing returns
through Oct 23, 2026- 1 year
- -0.1%
- 3 year
- +16.3%
- annualized
- 5 year
- +8.1%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.37% expense ratio.
Based on $1.36B in net assets.
Top-10 holdings represent 52.0% of net assets.
Utilities base · ETF wrapper · 2.36% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through IDU, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare IDU's fee against another fund
Compounds the 0.37% expense ratio against a peer over decades.
Tool · Overlap
Compare IDU's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Utilities funds.
Tool · TLH
Find a tax-loss harvesting partner for IDU
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for IDU across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NEXTERA ENERGY, INC. | 11.20% |
| 2 | THE SOUTHERN COMPANY | 6.59% |
| 3 | DUKE ENERGY CORPORATION | 6.03% |
| 4 | WASTE MANAGEMENT, INC. | 5.21% |
| 5 | CONSTELLATION ENERGY CORPORATION. | 5.20% |
| 6 | AMERICAN ELECTRIC POWER COMPANY, INC. | 4.30% |
| 7 | Dominion Energy, Inc. | 3.76% |
| 8 | SEMPRA | 3.57% |
| 9 | VISTRA CORP. | 3.08% |
| 10 | ENTERGY CORPORATION | 3.04% |
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