IUUS.L
iShares S&P 500 Utilities Sector UCITS ETF
US
EQUITY
Passive
MANAGEMENT STYLE
$ 1.1 B
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 | 13.9 % |
| SOUTHERN CO | 7.3 % |
| CONSTELLATION ENERGY CORPORATION | 6.9 % |
| DUKE ENERGY CORP | 6.9 % |
| AMERICAN ELECTRIC POWER | 5.2 % |
| SEMPRA ENERGY | 4.3 % |
| DOMINION RESOURCES INC/VA | 3.7 % |
| ENTERGY CORP | 3.7 % |
| VISTRA ENERGY CORP. | 3.6 % |
| XCEL ENERGY INC | 3.4 % |
Constituent Breakdown
| Number of holdings | 39 |
| Herfindahl-Hirschman Index | 527 |
| 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 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 3.9% | 11.9% | 13.8% | 14.2% | 9.1% | -- | -- | 8.8% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 3.9% | 11.9% | 13.8% | 14.2% | 9.1% | -- | -- | 8.8% | Ann. Volatility | 16.8% | 14.0% | 16.0% | 16.1% | 17.0% | -- | -- | 18.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.01 | 0% |
| MSCI EAFE | 0.12 | 2% |
| MSCI Emg Mkts | 0.06 | 1% |
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) | $11.18 |
| Relative strength (RSI) | 46 |
| MACD/Signal | -0.07/-0.08 |
| Bollinger Bands (Upper/Lower) | $11.58/$10.73 |
| 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 | 59.6% | +10 bp | +0.3% |
| ZAPP.L | Global X U.S. Electrification UCITS ETF | 54.0% | +32 bp | -1.5% |
| WELD.DE | Amundi S&P World Utilities Screened UCITS ETF Acc | 53.1% | +3 bp | +0.4% |
| WELQ.DE | Amundi S&P World Utilities Screened UCITS ETF Dist | 53.1% | +3 bp | +0.4% |
| INFR.L | iShares Global Infrastructure UCITS ETF | 36.2% | +50 bp | -0.2% |
| INGH.L | iShares Global Infrastructure UCITS ETF | 36.1% | +55 bp | -0.4% |
| CBUX.DE | iShares Global Infrastructure UCITS ETF | 36.1% | +50 bp | -0.4% |
| XIFE.DE | Xtrackers Global Infrastructure ESG UCITS ETF 1C | 21.5% | +20 bp | +0.7% |
| NRJC.L | Amundi MSCI New Energy UCITS ETF Acc | 13.8% | +45 bp | -2.7% |
| NRJL.L | Amundi MSCI New Energy UCITS ETF Dist | 13.8% | +45 bp | -2.7% |
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 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
5.2%
ALTAR SCORE™
50th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. IUUS.L's ALTAR Score™ is approximately 0.0 standard
deviations above the category average. This places IUUS.L in the 50th percentile
among funds in the category.
Sell-Side Consensus
$12.5
PRICE TARGET
+15.5%
UPSIDE