Monthly article series shows industry metrics in utilities. The sector and its subsectors are close to their 11-year averages in valuation and quality metrics. iShares U.S. Utilities ETF: an alternative to XLU.
iShares U.S. Utilities ETF has a high expense ratio compared to its peers, making it less attractive for investors. IDU has outperformed the broader market year-to-date, but its long-term performance has been inferior to the S&P 500 index. IDU's fund price is sensitive to the change in treasury rate.