iShares U.S. Utilities ETF (IDU)

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#3

Best Fit Utility Funds ETFs

U.S. News evaluated 17 Utility Funds ETFs and 4 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Excellent
Bid/Ask Ratio Typical
Holdings Diversity Good

Fund Description

The investment seeks to track the investment results of an index composed of U.S. equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Utilities Index (the "underlying index"), which measures the performance of the utilities sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include utilities companies. The fund is non-diversified.

Fund Snapshot Updated 04.14.2014

Previous Close $105.01 Expense Ratio 0.48%
YTD Return 10.44% Avg. 30-Day Volume 98,100
1-Year Return 10.1% Market Cap Loading...
Bid $104.98 Shares Outstanding 6,600,000
Ask $105.04 Dividends $3.23
Top 10 Holdings
Duke Energy Corp New (DUK) 8.13%
Nextera Energy Inc (NEE) 6.68%
Dominion Res Inc Va New (D) 6.52%
Southern Co (SO) 6.33%
Exelon Corp (EXC) 4.83%
American Elec Pwr Inc (AEP) 3.99%
Sempra Energy (SRE) 3.51%
Ppl Corp (PPL) 3.30%
Pg&E Corp (PCG) 3.26%
Public Svc Enterprise Group (PEG) 3.18%
% of Total Holdings 49.70%

Sector Breakdown

Geographic Breakdown

Best Fit Utility Funds

See full rankings for Utility Funds