Screener
IDU vs PHO
iShares U.S. Utilities ETF vs Invesco Water Resources ETF
Key differences
- IDU costs 0.21% less per year.
- Over the last 3 years, IDU has delivered higher annualized returns.
- IDU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IDU | PHO | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.59% |
| Fund size (AUM) | $1.6B | $2.1B |
| Since | 2000 | 2005 |
| Dividend yield | 2.10% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +11.8% | -1.6% |
| CAGR 3Y | +14.4% | +7.9% |
| CAGR 5Y | +9.7% | +5.6% |
| Sharpe 3Y | 0.73 | 0.33 |
| Volatility 1Y | 13.50% | 15.23% |
| Max drawdown | -36.18% | -34.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IDU and PHO
Explore further