IDU
iShares U.S. Utilities ETFIDU Fund Description
IDU tracks a broad, market-cap-weighted index of US utilities stocks.
IDU Factset Analytics Insight
IDU has an easy-to-trade, market-cap-weighted portfolio of US utilities firms with a high expense ratio. It does an excellent job providing diversified, broad-based exposure to the US utilities market, generally matching the risk profile of our benchmark very well. In all, it's a good choice for investors looking for broad exposure to the segment. It's also very easy to trade at any scale. However, IDU is expensive for its segment, and other funds in the space can offer similar performance and exposure with lower fees.
IDU MSCI ESG Analytics Insight
iShares U.S. Utilities ETF has an MSCI ESG Fund Rating of AA based on a score of 7.30 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares U.S. Utilities ETF ranks in the 90th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IDU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IDU Charts And Performance
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IDU Summary Data
IDU Portfolio Data
IDU Index Data
IDU Portfolio Management
IDU Tax Exposures
IDU Fund Structure
IDU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IDU. IDU is rated a 5 out of 5.
IDU Tradability
IDU Sector/Industry Breakdown
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IDU Top 10 Holdings[View All]
IDU Countries
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IDU Regions
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IDU Economic Development
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IDU Performance Statistics
IDU MSCI ESG Ratings
IDU Benchmark Comparison Summary
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IDU Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.