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IDU vs IXC

iShares U.S. Utilities ETF vs iShares Global Energy ETF

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

IXC

iShares Global Energy ETF

iShares

Annual cost

0.40%

Fund size

$2.8B

Key differences

  • Over the last 3 years, IXC has delivered higher annualized returns.

Side-by-side comparison

IDUIXC
Annual cost (TER)0.38%0.40%
Fund size (AUM)$1.6B$2.8B
Since20002001
Dividend yield2.10%2.72%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.2%+53.1%
CAGR 3Y+14.4%+19.7%
CAGR 5Y+9.8%+20.5%
Sharpe 3Y0.730.84
Volatility 1Y13.61%18.44%
Max drawdown-36.18%-64.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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