BLW vs. BUI
Compare and contrast key facts about BlackRock Limited Duration Income Trust (BLW) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLW or BUI.
Correlation
The correlation between BLW and BUI is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BLW vs. BUI - Performance Comparison
Key characteristics
BLW:
0.97
BUI:
1.17
BLW:
1.32
BUI:
1.63
BLW:
1.22
BUI:
1.23
BLW:
1.03
BUI:
1.35
BLW:
6.31
BUI:
4.43
BLW:
1.72%
BUI:
4.17%
BLW:
11.16%
BUI:
15.78%
BLW:
-44.58%
BUI:
-46.49%
BLW:
-5.19%
BUI:
-6.13%
Fundamentals
BLW:
$507.18M
BUI:
$504.93M
BLW:
$1.26
BUI:
$1.59
BLW:
10.63
BUI:
14.08
BLW:
0.00
BUI:
0.00
BLW:
7.97
BUI:
13.86
BLW:
0.99
BUI:
0.99
BLW:
$15.72M
BUI:
$20.32M
BLW:
$13.38M
BUI:
$17.75M
BLW:
$11.11M
BUI:
$9.63M
Returns By Period
The year-to-date returns for both stocks are quite close, with BLW having a -2.03% return and BUI slightly lower at -2.11%. Over the past 10 years, BLW has underperformed BUI with an annualized return of 6.39%, while BUI has yielded a comparatively higher 8.56% annualized return.
BLW
-2.03%
-3.60%
-1.65%
9.94%
8.84%
6.39%
BUI
-2.11%
-1.71%
-2.77%
16.06%
11.16%
8.56%
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Risk-Adjusted Performance
BLW vs. BUI — Risk-Adjusted Performance Rank
BLW
BUI
BLW vs. BUI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Limited Duration Income Trust (BLW) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BLW vs. BUI - Dividend Comparison
BLW's dividend yield for the trailing twelve months is around 10.04%, more than BUI's 6.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 10.04% | 9.38% | 8.63% | 8.25% | 6.98% | 7.39% | 6.30% | 7.18% | 6.26% | 9.68% | 8.29% | 8.28% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.82% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% |
Drawdowns
BLW vs. BUI - Drawdown Comparison
The maximum BLW drawdown since its inception was -44.58%, roughly equal to the maximum BUI drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for BLW and BUI. For additional features, visit the drawdowns tool.
Volatility
BLW vs. BUI - Volatility Comparison
The current volatility for BlackRock Limited Duration Income Trust (BLW) is 8.23%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 8.99%. This indicates that BLW experiences smaller price fluctuations and is considered to be less risky than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BLW vs. BUI - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Limited Duration Income Trust and BlackRock Utilities, Infrastructure & Power Opportunities Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities