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.
Key characteristics
| BLW | BUI | |
|---|---|---|
| YTD Return | 10.00% | 12.65% |
| 1Y Return | 20.74% | 31.02% |
| 3Y Return (Ann) | 2.38% | 1.38% |
| 5Y Return (Ann) | 6.32% | 8.22% |
| 10Y Return (Ann) | 6.94% | 8.64% |
| Sharpe Ratio | 2.32 | 2.22 |
| Sortino Ratio | 3.50 | 3.14 |
| Omega Ratio | 1.46 | 1.39 |
| Calmar Ratio | 1.86 | 1.30 |
| Martin Ratio | 15.71 | 9.63 |
| Ulcer Index | 1.32% | 3.04% |
| Daily Std Dev | 8.93% | 13.18% |
| Max Drawdown | -44.99% | -46.49% |
| Current Drawdown | -1.66% | -5.76% |
Fundamentals
| BLW | BUI | |
|---|---|---|
| Market Cap | $508.15M | $523.23M |
| EPS | $1.58 | $0.73 |
| PE Ratio | 9.00 | 31.89 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $52.14M | $29.51M |
| Gross Profit (TTM) | $47.57M | $24.39M |
| EBITDA (TTM) | $71.38M | $16.35M |
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
In the year-to-date period, BLW achieves a 10.00% return, which is significantly lower than BUI's 12.65% return. Over the past 10 years, BLW has underperformed BUI with an annualized return of 6.94%, while BUI has yielded a comparatively higher 8.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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 9.25%, more than BUI's 6.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 8.50% | 8.63% | 8.25% | 6.98% | 7.39% | 6.30% | 7.18% | 6.26% | 9.68% | 8.29% | 8.28% | 7.48% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 5.72% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
Drawdowns
BLW vs. BUI - Drawdown Comparison
The maximum BLW drawdown since its inception was -44.99%, 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 2.83%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 3.66%. 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