The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
iShares US Utilities ETF IDU
Morningstar’s Analysis IDU
Will IDU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 12.32 | 188.4 Mil | Utilities |
Southern Co | 6.92 | 106.0 Mil | Utilities |
Duke Energy Corp | 6.35 | 97.1 Mil | Utilities |
Waste Management Inc | 5.89 | 90.2 Mil | Industrials |
Constellation Energy Corp | 5.86 | 89.6 Mil | Utilities |
American Electric Power Co Inc | 3.77 | 57.8 Mil | Utilities |
Sempra | 3.69 | 56.5 Mil | Utilities |
Dominion Energy Inc | 3.39 | 51.9 Mil | Utilities |
Public Service Enterprise Group Inc | 3.11 | 47.6 Mil | Utilities |
PG&E Corp | 3.01 | 46.0 Mil | Utilities |