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IDU vs SDP

iShares U.S. Utilities ETF vs ProShares UltraShort Utilities

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

SDP

ProShares UltraShort Utilities

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • IDU costs 0.57% less per year.
  • IDU is significantly larger than SDP — larger funds tend to be more liquid and less likely to close.
  • IDU follows a index tracking strategy; SDP uses inverse.
  • 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

IDUSDP
Annual cost (TER)0.38%0.95%
Fund size (AUM)$1.6B$5M
Since20002007
Dividend yield2.10%5.22%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+11.8%-20.1%
CAGR 3Y+14.4%-20.1%
CAGR 5Y+9.7%-17.5%
Sharpe 3Y0.73-0.64
Volatility 1Y13.50%28.45%
Max drawdown-36.18%-92.43%

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

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