BLW vs. BUI
BLW (BlackRock Limited Duration Income Trust) and BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BLW returned 6.29%/yr vs 11.31%/yr for BUI. At a 0.27 correlation, their price movements are largely independent.
Performance
BLW vs. BUI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BLW achieves a -6.22% return, which is significantly lower than BUI's 15.41% return. Over the past 10 years, BLW has underperformed BUI with an annualized return of 6.29%, while BUI has yielded a comparatively higher 11.31% annualized return.
BLW
- 1D
- -0.16%
- 1M
- -0.86%
- YTD
- -6.22%
- 6M
- -6.29%
- 1Y
- -3.11%
- 3Y*
- 8.56%
- 5Y*
- 2.69%
- 10Y*
- 6.29%
BUI
- 1D
- -0.07%
- 1M
- 0.23%
- YTD
- 15.41%
- 6M
- 12.95%
- 1Y
- 29.24%
- 3Y*
- 18.23%
- 5Y*
- 10.00%
- 10Y*
- 11.31%
BLW vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | -6.22% | 7.17% | 11.06% | 17.29% | -15.92% | 13.52% | 5.36% | 31.08% | -10.22% | 11.53% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 15.41% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
Correlation
The correlation between BLW and BUI is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | 0.27 |
The correlation between BLW and BUI shifts across timeframes, from 0.24 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BLW:
$472.88M
BUI:
$675.74M
BLW:
$1.93
BUI:
$5.95
BLW:
6.34
BUI:
4.72
BLW:
0.26
BUI:
0.14
BLW:
5.57
BUI:
4.41
BLW:
0.87
BUI:
1.14
BLW:
$84.85M
BUI:
$148.86M
BLW:
$79.63M
BUI:
$118.00M
BLW:
$66.98M
BUI:
$139.18M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BLW vs. BUI — Risk / Return Rank
BLW
BUI
BLW vs. BUI - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLW | BUI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.32 | ||
| Sortino ratioReturn per unit of downside risk | -3.21 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.37 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.17 | -2.44 |
| Martin ratioReturn relative to average drawdown | -0.80 | 6.13 | -6.93 |
Loading charts...
Drawdowns
BLW vs. BUI - Drawdown Comparison
The maximum BLW drawdown since its inception was -44.13%, smaller than the maximum BUI drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for BLW and BUI.
Loading charts...
Drawdown Indicators
| BLW | BUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.13% | -46.49% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -13.57% | +2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -11.19% | -18.27% | +7.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -27.41% | +1.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.85% | -46.49% | +4.64% |
Current DrawdownCurrent decline from peak | -8.22% | -4.12% | -4.10% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -6.01% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 4.78% | -0.89% |
Volatility
BLW vs. BUI - Volatility Comparison
The current volatility for BlackRock Limited Duration Income Trust (BLW) is 2.07%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 3.98%. 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.
Loading charts...
Volatility by Period
| BLW | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 3.98% | -1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 12.33% | -5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.04% | 15.25% | -7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.32% | 17.01% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.60% | 21.81% | -7.21% |
Dividends
BLW vs. BUI - Dividend Comparison
BLW's dividend yield for the trailing twelve months is around 11.11%, more than BUI's 9.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 11.11% | 9.89% | 9.39% | 8.63% | 8.26% | 6.99% | 7.39% | 6.27% | 7.14% | 6.24% | 9.68% | 8.26% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.32% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
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
Frequently Asked Questions
BLW and BUI have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.98%) compared to BLW (2.07%). In terms of maximum drawdown, BLW dropped -44.13% vs BUI's -46.49%.
BUI currently has the higher Sharpe Ratio (1.93 vs -0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BLW and BUI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer