NextEra Energy

Southern Company

Duke Energy

Waste Management

Constellation Energy Corp

Sempra Energy

American Electric Power Company

Vistra Energy

Dominion Energy

Republic Services

iShares U.S. Utilities ETF

IDU tracks a broad, market-cap-weighted index of US utilities stocks.

This article provides a top-down analysis of the utilities sector, using fundamental and momentum metrics. Water utilities are close to their historical baseline in valuation, while other industries are moderately overvalued. iShares U.S. Utilities ETF and XLU have similar performance and risk profiles, but IDU's higher expense ratio and lower liquidity make XLU a more attractive option.

IDU: Utilities Dashboard For December

Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the iShares U.S. Utilities ETF (IDU), a passively managed exchange traded fund launched on 06/12/2000.

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

For investors seeking momentum, iShares U.S. Utilities ETF IDU is probably on the radar. The fund just hit a 52-week high and is up 50.15% from its 52-week low price of $68.87/share.

Utilities ETF (IDU) Hits New 52-Week High

Invesco S&P 500 Equal Weight Utilities ETF

SP Plus

Reaves Utilities ETF

Vanguard Utilities ETF

Utilities Select Sector SPDR Fund

As an “old economy” sector, utilities are notable for their steady revenue streams. They also typically serve as a defensive segment of a portfolio.

Utilities ETFs: Plugged in for 2024

Evaluating the iShares U.S. Utilities ETF (IDU) as a strong investment option due to its unique diversification and exposure to U.S. utilities and waste management companies. IDU has outperformed the S&P 500 since Q1, validating my positive outlook on the Utilities sector and the fund's composition. Valuations across the sector are above-average compared to their own trading history. This means "alpha" may be hard to come by going forward.

IDU: After A Great Run, I'd Moderate Expectations (Rating Downgrade)

The Utilities sector has outperformed in 2024, driven by AI and falling interest rates, with EPS growth from $12 in 2014 to $22 expected. The iShares U.S. Utilities ETF has surged 25% in the past year, trading at a high P/E ratio of 19.5x, raising valuation concerns. IDU offers exposure to U.S. utilities, with a forward dividend yield above the S&P 500, but its concentrated portfolio and high PEG ratio are notable risks.

IDU: Utilities Nearing 20x Earnings, Too Rich

Fidelity MSCI Utilities Index ETF

iShares U.S. Healthcare ETF

iShares U.S. Consumer Goods ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 Quality ETF

Vanguard Consumer Staples ETF

Vanguard Health Care ETF

Consumer Staples Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

The "September Effect" adds to the volatility already present in the market, increasing the need for investors to adopt a cautious approach when maintaining their portfolios.

ETFs in Focus Amid September's Market Storm Possibilities

Goldman Sachs Physical Gold ETF

Alexandria Real Estate Equities

Cal-Maine Foods

Chevron

Franklin Responsibly Sourced Gold ETF

SPDR Gold Trust

iShares Gold Trust

iShares U.S. Real Estate ETF

Pilgrim's Pride

iShares 0-3 Month Treasury Bond ETF

ProShares Ultra Gold

Vanguard Real Estate ETF

Essential Utilities

Real Estate Select Sector SPDR Fund

I provide weekly economic insights and a buy list to help investors make informed decisions, emphasizing the importance of understanding economic cycles and political impacts. I analyze political proposals like Trump's tariffs and Harris's price controls, highlighting their potential negative economic effects and advocating for unbiased, clear-eyed economic views. Ray Dalio questions the funding for increased government spending, stressing the need for broad-based productivity and prosperity through education and equal opportunities.

My Top Investment In September As Rate Cuts And The Election Come Into Focus

Global X Gold Explorers ETF

iShares Evolved U.S. Discretionary Spending ETF

Invesco DWA Technology Momentum ETF

The Fed minutes infused some optimism as most officials favored a September rate cut if inflation continued to cool. Sector ETFs, which are the major beneficiaries of a rate cut, rallied to new 52-week highs.

5 Sector ETFs Scaling New Highs on Fed Minutes

Alerian MLP ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Neuberger Berman Carbon Transition Infrastructure ETF

Engine NO 1 Transform Climate ETF

VanEck Vectors Uranium+Nuclear Energy ETF

Range Nuclear Renaissance Index ETF

SPDR MSCI USA Climate Paris Aligned ETF

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

Monthly article series shows industry metrics in utilities. The sector and its subsectors are close to their 11-year averages in valuation and quality metrics. iShares U.S. Utilities ETF: an alternative to XLU.

IDU: Utilities Dashboard For June

Utility is one of the hottest plays this year, driven by the artificial intelligence (AI) frenzy, and is outperforming the broad market index. Investors seeking to make the most of the next leg in the AI industrial revolution could consider utility ETFs.

ETFs to Make the Most of the AI-Powered Utility Sector

iShares U.S. Utilities ETF has a high expense ratio compared to its peers, making it less attractive for investors. IDU has outperformed the broader market year-to-date, but its long-term performance has been inferior to the S&P 500 index. IDU's fund price is sensitive to the change in treasury rate.

IDU: Not At A Discount Right Now

Investors are flocking to defensive sectors like utilities and consumer staples in search of cheap stocks. Amid such scenario, these ETFs could be solid picks to tap the sector rotation.

ETFs to Make the Most of the Sector Rotation

Financial Select Sector SPDR Fund

Industrial Select Sector SPDR Fund

UBS pointed out that rapid earnings growth recorded by the big six tech giants over the past year is now ebbing. Hence, this could be the time to bet on non-cyclical sectors.

Beyond "Big Six:" Why Choose Non-Cyclical Sector ETFs?

The article evaluates the iShares U.S. Utilities ETF as an investment option in the Utilities sector.

IDU: A Good Option Here For Defense (Rating Upgrade)

The utilities sector is slightly undervalued relative to 11-year averages. iShares U.S. Utilities ETF: fast facts on an alternative to XLU. 10 utilities stocks cheaper than their peers in February 2024.

IDU: Utilities Dashboard For February

iShares U.S. Aerospace & Defense ETF

Although retail is an all-important sector to bet on in the holiday season, Utilities, Aerospace and Medical emerged as winning sectors currently due to the compelling valuation, earnings growth potential and overall bullishness in the sector.

Forget Retail, Buy These 3 Sector ETFs This Holiday Season

iShares U.S. Utilities ETF is attracting renewed attention due to the current interest rate environment and the push towards green energy. The ETF is based on the Russell 1000 Utilities RIC 22.5/45 Capped Index, which includes high-quality regulated and nonregulated utilities. Lower rates and tax incentives for infrastructure expansions make utilities an attractive investment, with the potential for multiple expansion and dividend growth.

IDU: How Utility ETFs Just Got More Exciting

iShares U.S. Utilities ETF is an equity exchange-traded fund. The IDU ETF has experienced a deep drawdown in 2023, exceeding -18%. Utilities are historically a defensive sector, but they have been negatively affected this year by investor positioning and higher rates.

IDU: A Long Road Ahead For Utilities

Gas utilities are close to 11-year averages in valuation and quality. Other subsectors are overvalued by 9% to 23% regarding my metrics. iShares U.S. Utilities ETF is an alternative to XLU.

IDU: Utilities Dashboard For July

IDU: Utilities Dashboard For April

The utilities sector has come up with mostly upbeat results this earnings season.

Utilities Earnings Upbeat in Q4: ETFs in Focus

Gas utilities look like the safest industry in the sector regarding valuation and quality. Water utilities are the most overvalued ones.

IDU: Utilities Dashboard For January

iShares Russell 3000 ETF

IDU and IWV saw massive trading volumes in yesterday session.

News for iShares U.S. Utilities ETF ETF (IDU)