IUUS.L
iShares S&P 500 Utilities Sector UCITS ETF
US
EQUITY
Passive
MANAGEMENT STYLE
$ 999.9 M
ASSETS UNDER MGMT
15 bp
EXPENSES
Fund Basics
| Inception date | Mar 20, 2017 |
| Regulation | UCITS |
| ISIN | IE00B4KBBD01 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NEXTERA ENERGY GROUP | 13.1 % |
| SOUTHERN CO | 7.4 % |
| DUKE ENERGY CORP | 7.0 % |
| CONSTELLATION ENERGY CORPORATION | 6.9 % |
| AMERICAN ELECTRIC POWER | 4.8 % |
| SEMPRA ENERGY | 4.2 % |
| DOMINION RESOURCES INC/VA | 3.9 % |
| VISTRA ENERGY CORP. | 3.8 % |
| EXELON CORP | 3.4 % |
| XCEL ENERGY INC | 3.4 % |
Constituent Breakdown
| Number of holdings | 38 |
| Herfindahl-Hirschman Index | 509 |
| Wgt avg mkt cap (mns) | $67,075 |
| Large cap (>$10bn) | 99.7% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 99.7 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 10.8% | 24.3% | 27.1% | 16.1% | 12.7% | -- | -- | 9.8% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 10.8% | 24.3% | 27.1% | 16.1% | 12.7% | -- | -- | 9.8% | Ann. Volatility | 15.5% | 16.6% | 15.6% | 16.1% | 16.9% | -- | -- | 18.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.12 | 2% |
| MSCI EAFE | 0.03 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 97 |
| ADV traded (mns) | $1 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $11.07 |
| Relative strength (RSI) | 68 |
| MACD/Signal | 0.27/0.21 |
| Bollinger Bands (Upper/Lower) | $11.92/$10.25 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUUS.L |
Expenses vs. IUUS.L |
ALTAR Score™ vs. IUUS.L |
|---|---|---|---|---|
| XDWU.DE | Xtrackers MSCI World Utilities UCITS ETF 1C | 60.6% | +10 bp | +0.2% |
| WELD.DE | Amundi S&P World Utilities Screened UCITS ETF Acc | 52.4% | +3 bp | +0.4% |
| WELQ.DE | Amundi S&P World Utilities Screened UCITS ETF Dist | 52.4% | +3 bp | +0.4% |
| INFR.L | iShares Global Infrastructure UCITS ETF | 37.0% | +50 bp | -0.2% |
| INGH.L | iShares Global Infrastructure UCITS ETF | 37.0% | +55 bp | -0.1% |
| CBUX.DE | iShares Global Infrastructure UCITS ETF | 37.0% | +50 bp | -0.2% |
| WUTS.AS | iShares MSCI World Utilities Sector Advanced UCITS ETF | 36.6% | +3 bp | +1.2% |
| XIFE.DE | Xtrackers Global Infrastructure ESG UCITS ETF 1C | 20.1% | +20 bp | +0.9% |
| NUUR.AS | iShares Nuclear Energy and Uranium Mining UCITS ETF | 19.7% | +35 bp | -1.2% |
| NRJC.L | Amundi MSCI New Energy UCITS ETF Acc | 14.4% | +45 bp | -1.8% |
Risk and Returns: IUUS.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
4.9%
ALTAR SCORE™
34th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUUS.L's ALTAR Score™ is approximately -0.4 standard
deviations above the category average. This places IUUS.L in the 34th percentile
among funds in the category.
Sell-Side Consensus
$12.31
PRICE TARGET
+7.5%
UPSIDE