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 | -1.04% | -3.32% |
| 1Y Return | 14.53% | -5.68% |
| 3Y Return (Ann) | 0.64% | -0.75% |
| 5Y Return (Ann) | 6.39% | 6.06% |
| 10Y Return (Ann) | 5.48% | 8.09% |
| Sharpe Ratio | 1.50 | -0.32 |
| Daily Std Dev | 9.85% | 15.23% |
| Max Drawdown | -44.99% | -46.49% |
| Current Drawdown | -4.22% | -12.98% |
Fundamentals
| BLW | BUI | |
|---|---|---|
| Market Cap | $501.03M | $484.79M |
| EPS | $1.81 | $2.75 |
| PE Ratio | 7.75 | 7.84 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $57.29M | $0.00 |
| Gross Profit (TTM) | $45.11M | $0.00 |
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 -1.04% return, which is significantly higher than BUI's -3.32% return. Over the past 10 years, BLW has underperformed BUI with an annualized return of 5.48%, while BUI has yielded a comparatively higher 8.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 9.29%, more than BUI's 7.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 9.29% | 8.63% | 8.26% | 6.99% | 7.39% | 6.27% | 7.14% | 6.24% | 9.52% | 8.01% | 7.95% | 7.19% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 7.04% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 6.97% | 8.06% |
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 2.40%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 4.15%. 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.