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.
Performance
BLW vs. BUI - Performance Comparison
Returns By Period
In the year-to-date period, BLW achieves a 11.12% return, which is significantly lower than BUI's 14.31% return. Over the past 10 years, BLW has underperformed BUI with an annualized return of 7.11%, while BUI has yielded a comparatively higher 8.49% annualized return.
BLW
11.12%
0.52%
8.97%
20.48%
6.61%
7.11%
BUI
14.31%
0.52%
8.95%
24.74%
8.57%
8.49%
Fundamentals
| BLW | BUI | |
|---|---|---|
| Market Cap | $506.01M | $526.15M |
| EPS | $1.58 | $0.73 |
| PE Ratio | 8.96 | 32.07 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $52.14M | $29.51M |
| Gross Profit (TTM) | $47.57M | $24.39M |
| EBITDA (TTM) | $14.54B | $16.35M |
Key characteristics
| BLW | BUI | |
|---|---|---|
| Sharpe Ratio | 2.32 | 1.94 |
| Sortino Ratio | 3.48 | 2.74 |
| Omega Ratio | 1.46 | 1.34 |
| Calmar Ratio | 2.02 | 1.41 |
| Martin Ratio | 15.20 | 7.76 |
| Ulcer Index | 1.35% | 3.19% |
| Daily Std Dev | 8.84% | 12.77% |
| Max Drawdown | -44.58% | -46.49% |
| Current Drawdown | -0.66% | -4.38% |
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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.
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 9.27%, more than BUI's 6.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 9.27% | 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 | 6.18% | 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 -44.58%, 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 2.76%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 3.62%. 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