iShares U.S. Utilities ETF (IDU) Performance
IDU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +2.5% since Dec 31, 2025
- 1 year
- −1.9% total return
- 5 years
- +8.0% a year
- 10 years
- +9.0% a year
- Since first price
- +7.8% a year since 2000
IDU trailing returns vs SPY, QQQ, AGG
| Period | IDU total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +7.4% | +7.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.1% | −6.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −5.3% | −6.5% | +7.8% | +8.4% | −1.5% |
| YTD | +2.5% | +0.8% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.9% | −4.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +62.8%+17.7%/yr | +51.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +47.2%+8.0%/yr | +30.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +137.3%+9.0%/yr | +82.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +296.5%+9.6%/yr | +156.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +358.8%+7.9%/yr | +150.8% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 20, 2000 | +615.1%+7.8%/yr | +217.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IDU vs SPY
From Jun 20, 2000: IDU grew to $71,511, SPY to $81,789.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IDU returns by calendar year
19 of 25 full years positive. Best 2014 (+27.3%), worst 2008 (−30.2%). 2026 is year to date.
IDU annual returns table
| Year | IDU | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +2.5% | −15.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.2% | −8.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.2% | −9.7% | +24.9% | +25.6% | +1.3% |
| 2023 | −5.0% | −18.7% | +26.2% | +54.9% | +5.7% |
| 2022 | +0.2% | −19.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.0% | −8.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −1.1% | −36.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.2% | −5.6% | +31.2% | +39.0% | +8.5% |
| 2018 | +3.9% | −9.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +11.9% | −7.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +16.5% | −12.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.8% | −16.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +27.3% | −9.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +14.8% | −10.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +1.2% | −9.6% | +16.0% | +18.1% | +3.8% |
| 2011 | +18.7% | −12.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +7.2% | −9.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +12.3% | −25.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −30.2% | −39.2% | −36.8% | −41.7% | +7.9% |
| 2007 | +16.7% | −11.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +20.8% | −6.7% | +15.8% | +7.1% | +3.9% |
| 2005 | +14.6% | −12.1% | +4.8% | +1.6% | +2.3% |
| 2004 | +23.1% | −8.7% | +10.7% | +10.5% | +3.8% |
| 2003 | +25.6% | −16.9% | +28.2% | +49.7% | — |
| 2002 | −22.2% | −40.9% | −21.6% | −37.4% | — |
| 2001 | −25.9% | −29.7% | −11.8% | −33.3% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IDU largest drawdowns
Now 8.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 28, 2000 | −53.9% | Oct 9, 2002 | Jun 22, 2005 | 1.8 years | 4.5 years |
| Dec 10, 2007 | −47.8% | Mar 9, 2009 | Jun 18, 2012 | 1.2 years | 4.5 years |
| Feb 18, 2020 | −36.2% | Mar 23, 2020 | Aug 13, 2021 | 34 days | 1.5 years |
| Sep 12, 2022 | −24.1% | Oct 2, 2023 | May 15, 2024 | 1.1 years | 1.7 years |
| Jan 29, 2015 | −16.2% | Sep 4, 2015 | Mar 8, 2016 | 7 months | 1.1 years |
| Apr 8, 2022 | −15.6% | Jun 17, 2022 | Aug 12, 2022 | 2 months | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IDU risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +13.7% | +7.6% | +7.9% | +7.6% |
| Volatility (annualized) | 14.3% | 16.1% | 15.0% | 15.1% |
| Sharpe ratio | 0.67 | 0.31 | 0.43 | — |
| Sortino ratio | 1.06 | 0.47 | 0.64 | — |
| Best month | +9.9% | +10.1% | +10.6% | +13.4% |
| Worst month | −8.2% | −10.7% | −10.7% | −13.1% |
| Best 12 months | +42.1% | +42.1% | +42.1% | +42.1% |
| Worst 12 months | −6.9% | −12.3% | −12.3% | −34.5% |
| Positive months | 67% | 60% | 61% | 63% |
| Beta vs S&P 500 | 0.32 | 0.56 | 0.49 | — |
| Correlation with S&P 500 | 0.28 | 0.55 | 0.50 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IDU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 305 | −34.5% | +11.4% | +42.1% | 77% |
| 3-year (a year) | 281 | −11.8% | +10.2% | +25.7% | 83% |
| 5-year (a year) | 257 | +0.2% | +9.4% | +21.2% | 100% |
| 10-year (a year) | 197 | +1.9% | +9.0% | +13.0% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IDU performance overview
iShares U.S. Utilities ETF (IDU) returned −1.9% over the past year and +9.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +7.8% a year, turning $10,000 into about $71,511. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −53.9%, from Dec 28, 2000 to Oct 9, 2002, and it took 2.7 years to get back to the old high. IDU finished 19 of its 25 full calendar years with a gain; the best year was 2014 (+27.3%) and the worst 2008 (−30.2%). Volatility has been 15.1% a year.
Related: IDU chart, IDU holdings, IDU dividends, IDU valuation. See the IDU overview for the latest quote and fund facts.
IDU performance FAQ
What is the IDU return over the past year?
IDU returned −1.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.2%.
What is the average annual return of IDU?
IDU has returned +8.0% a year over 5 years, +9.0% a year over 10 years, +7.8% a year since June 20, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IDU be worth?
$10,000 invested in IDU at its first recorded close on June 20, 2000 would be worth about $71,511 on October 23, 2026 with distributions reinvested.
What was the worst year for IDU?
The worst calendar year was 2008, with a total return of −30.2%. The best was 2014 at +27.3%.
What is the biggest drawdown of IDU?
The largest peak-to-trough decline was −53.9% between December 28, 2000 and October 9, 2002. It recovered to the old high on June 22, 2005, 2.7 years after the bottom.
How volatile is IDU?
Over the past 3 years IDU had an annualized volatility of 14.3% and a Sharpe ratio of 0.67 (excess return over 1–3 month T-bills per unit of risk).