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IDU vs URA

iShares U.S. Utilities ETF vs Global X Uranium ETF

IDU

iShares U.S. Utilities ETF

iShares

Annual cost

0.38%

Fund size

$1.6B

URA

Global X Uranium ETF

Global X Funds

Annual cost

0.69%

Fund size

$7.8B

Key differences

  • IDU costs 0.31% less per year.
  • URA is significantly larger than IDU — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, URA has delivered higher annualized returns.
  • IDU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IDUURA
Annual cost (TER)0.38%0.69%
Fund size (AUM)$1.6B$7.8B
Since20002010
Dividend yield2.10%3.75%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.8%+65.1%
CAGR 3Y+14.4%+41.8%
CAGR 5Y+9.7%+23.3%
Sharpe 3Y0.730.96
Volatility 1Y13.50%49.70%
Max drawdown-36.18%-61.45%

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

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