IShares Utilities is selling for under 105.57 as of the 30th of November 2024; that is 0.05 percent increase since the beginning of the trading day. The etf's last reported lowest price was 105.39. IShares Utilities has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for iShares Utilities ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund generally will invest at least 80 percent 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. More on iShares Utilities ETF
Jennifer Hsui, Greg Savage, Paul Whitehead, Amy Whitelaw
Transfer Agent
State Street Bank and Trust Company
Fiscal Year End
30-Apr
Exchange
NYSE Arca, Inc.
Number of Constituents
49.0
Market Maker
Latour Trading
Total Expense
0.4
Management Fee
0.4
Country Name
USA
Returns Y T D
34.22
Name
iShares U.S. Utilities ETF
Currency Code
USD
Open Figi
BBG000BXVFQ8
In Threey Volatility
17.27
1y Volatility
13.55
200 Day M A
91.9705
50 Day M A
101.63
Code
IDU
Updated At
30th of November 2024
Currency Name
US Dollar
iShares Utilities ETF [IDU] is traded in USA and was established 2000-06-12. The fund is classified under Utilities category within iShares family. The entity is thematically classified as Sector ETFs. iShares Utilities ETF currently have 947.81 M in assets under management (AUM). , while the total return for the last 3 years was 11.0%.
Check IShares Utilities Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Utilities ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Utilities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
When determining whether iShares Utilities ETF is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Utilities Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Utilities Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Utilities ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
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The market value of iShares Utilities ETF is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Utilities' value that differs from its market value or its book value, called intrinsic value, which is IShares Utilities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Utilities' market value can be influenced by many factors that don't directly affect IShares Utilities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Utilities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.