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BRIG.L vs. BUT.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

BRIG.L vs. BUT.L

Last updated Apr 2, 2026

Compare and contrast key facts about BlackRock Income and Growth Investment Trust plc (BRIG.L) and Brunner Investment Trust (BUT.L).

Performance

BRIG.L vs. BUT.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in BlackRock Income and Growth Investment Trust plc (BRIG.L) and Brunner Investment Trust (BUT.L). The values are adjusted to include any dividend payments, if applicable.

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BRIG.L vs. BUT.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
BRIG.L
BlackRock Income and Growth Investment Trust plc		3.12%15.89%9.68%1.75%5.28%14.35%-13.90%22.01%-13.26%14.36%
BUT.L
Brunner Investment Trust		-1.41%-1.01%24.71%20.20%-6.09%31.65%-3.13%34.38%-8.17%30.61%

Fundamentals

EPS

BRIG.L:

£1.30

BUT.L:

£2.78

PE Ratio

BRIG.L:

1.71

BUT.L:

5.06

PEG Ratio

BRIG.L:

0.02

BUT.L:

0.02

PS Ratio

BRIG.L:

1.52

BUT.L:

4.58

Total Revenue (TTM)

BRIG.L:

£14.29M

BUT.L:

£132.64M

Gross Profit (TTM)

BRIG.L:

£8.72M

BUT.L:

£130.03M

EBITDA (TTM)

BRIG.L:

£10.81M

BUT.L:

£46.89M

Returns By Period

In the year-to-date period, BRIG.L achieves a 3.12% return, which is significantly higher than BUT.L's -1.41% return. Over the past 10 years, BRIG.L has underperformed BUT.L with an annualized return of 6.19%, while BUT.L has yielded a comparatively higher 13.11% annualized return.

BRIG.L

1D
0.45%
1M
-4.72%
YTD
3.12%
6M
10.67%
1Y
18.47%
3Y*
8.81%
5Y*
9.68%
10Y*
6.19%

BUT.L

1D
2.18%
1M
-6.02%
YTD
-1.41%
6M
-1.79%
1Y
10.06%
3Y*
11.69%
5Y*
11.44%
10Y*
13.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BlackRock Income and Growth Investment Trust plc

Brunner Investment Trust

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Often compared with BUT.L:
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Return for Risk

BRIG.L vs. BUT.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRIG.L
BRIG.L Risk / Return Rank: 7676
Overall Rank
BRIG.L Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BRIG.L Sortino Ratio Rank: 7070
Sortino Ratio Rank
BRIG.L Omega Ratio Rank: 7575
Omega Ratio Rank
BRIG.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
BRIG.L Martin Ratio Rank: 8282
Martin Ratio Rank
BUT.L
BUT.L Risk / Return Rank: 6060
Overall Rank
BUT.L Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BUT.L Sortino Ratio Rank: 5252
Sortino Ratio Rank
BUT.L Omega Ratio Rank: 5353
Omega Ratio Rank
BUT.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
BUT.L Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRIG.L vs. BUT.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.L) and Brunner Investment Trust (BUT.L). 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.

BRIG.LBUT.LDifference

Sharpe ratio

Return per unit of total volatility

1.05

0.59

+0.47

Sortino ratio

Return per unit of downside risk

1.64

0.92

+0.72

Omega ratio

Gain probability vs. loss probability

1.26

1.12

+0.13

Calmar ratio

Return relative to maximum drawdown

2.40

1.12

+1.28

Martin ratio

Return relative to average drawdown

7.14

3.50

+3.64

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BRIG.L vs. BUT.L - Sharpe Ratio Comparison

The current BRIG.L Sharpe Ratio is 1.05, which is higher than the BUT.L Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of BRIG.L and BUT.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

BRIG.LBUT.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

0.59

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.61

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.66

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.45

-0.21

Correlation

The correlation between BRIG.L and BUT.L is 0.18, 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.

Dividends

BRIG.L vs. BUT.L - Dividend Comparison

BRIG.L's dividend yield for the trailing twelve months is around 3.47%, more than BUT.L's 1.78% yield.

TTM20252024202320222021202020192018201720162015
BRIG.L
BlackRock Income and Growth Investment Trust plc		3.47%3.45%3.81%3.90%3.77%3.82%4.20%3.38%3.75%3.05%3.17%3.15%
BUT.L
Brunner Investment Trust		1.78%1.73%1.62%1.89%2.11%1.82%2.32%2.19%2.61%2.12%2.57%2.87%

Drawdowns

BRIG.L vs. BUT.L - Drawdown Comparison

The maximum BRIG.L drawdown since its inception was -57.67%, smaller than the maximum BUT.L drawdown of -64.93%. Use the drawdown chart below to compare losses from any high point for BRIG.L and BUT.L.

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Drawdown Indicators

BRIG.LBUT.LDifference

Max Drawdown

Largest peak-to-trough decline

-57.67%

-64.93%

+7.26%

Max Drawdown (1Y)

Largest decline over 1 year

-7.69%

-11.76%

+4.07%

Max Drawdown (5Y)

Largest decline over 5 years

-16.99%

-24.93%

+7.94%

Max Drawdown (10Y)

Largest decline over 10 years

-42.82%

-37.37%

-5.45%

Current Drawdown

Current decline from peak

-5.13%

-6.52%

+1.39%

Average Drawdown

Average peak-to-trough decline

-9.16%

-14.67%

+5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.59%

3.02%

-0.43%

Volatility

BRIG.L vs. BUT.L - Volatility Comparison

The current volatility for BlackRock Income and Growth Investment Trust plc (BRIG.L) is 5.19%, while Brunner Investment Trust (BUT.L) has a volatility of 6.14%. This indicates that BRIG.L experiences smaller price fluctuations and is considered to be less risky than BUT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

BRIG.LBUT.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

6.14%

-0.95%

Volatility (6M)

Calculated over the trailing 6-month period

12.00%

10.42%

+1.58%

Volatility (1Y)

Calculated over the trailing 1-year period

17.52%

17.15%

+0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.86%

18.88%

+0.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.49%

19.82%

+1.67%

Financials

BRIG.L vs. BUT.L - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Income and Growth Investment Trust plc and Brunner Investment 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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0020.00M40.00M60.00M80.00M20212022202320242025
5.40M
-7.63M
(BRIG.L) Total Revenue
(BUT.L) Total Revenue
Values in GBp except per share items