BTAL vs. BUI
BTAL (AGFiQ US Market Neutral Anti-Beta Fund) is Long-Short fund tracking the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index, while BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) is a stock. Over the past 10 years, BTAL returned -4.76%/yr vs 11.23%/yr for BUI. At a correlation of -0.21, they often move in opposite directions.
Performance
BTAL vs. BUI - Performance Comparison
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Returns By Period
In the year-to-date period, BTAL achieves a -18.69% return, which is significantly lower than BUI's 11.75% return. Over the past 10 years, BTAL has underperformed BUI with an annualized return of -4.76%, while BUI has yielded a comparatively higher 11.23% annualized return.
BTAL
- 1D
- -2.26%
- 1M
- -2.66%
- YTD
- -18.69%
- 6M
- -16.94%
- 1Y
- -35.41%
- 3Y*
- -12.18%
- 5Y*
- -4.53%
- 10Y*
- -4.76%
BUI
- 1D
- 0.00%
- 1M
- 0.12%
- YTD
- 11.75%
- 6M
- 15.59%
- 1Y
- 26.50%
- 3Y*
- 15.62%
- 5Y*
- 8.51%
- 10Y*
- 11.23%
BTAL vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | -18.69% | -20.17% | 12.83% | -15.11% | 20.48% | -6.81% | -13.86% | 1.07% | 15.13% | -2.13% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 11.75% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
Correlation
The correlation between BTAL and BUI is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.22 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | -0.21 |
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Return for Risk
BTAL vs. BUI — Risk / Return Rank
BTAL
BUI
BTAL vs. BUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) 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.
| BTAL | BUI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.37 | ||
| Sortino ratioReturn per unit of downside risk | -5.04 | ||
| Omega ratioGain probability vs. loss probability | 0.74 | 1.34 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 1.96 | -2.91 |
| Martin ratioReturn relative to average drawdown | -1.62 | 5.62 | -7.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTAL | BUI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.61 | 1.76 | -3.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.50 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.28 | 0.52 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.24 | 0.51 | -0.75 |
Drawdowns
BTAL vs. BUI - Drawdown Comparison
The maximum BTAL drawdown since its inception was -50.28%, which is greater than BUI's maximum drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for BTAL and BUI.
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Drawdown Indicators
| BTAL | BUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.28% | -46.49% | -3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -37.50% | -13.57% | -23.93% |
Max Drawdown (3Y)Largest decline over 3 years | -45.16% | -18.27% | -26.89% |
Max Drawdown (5Y)Largest decline over 5 years | -45.16% | -27.41% | -17.75% |
Max Drawdown (10Y)Largest decline over 10 years | -50.28% | -46.49% | -3.79% |
Current DrawdownCurrent decline from peak | -49.32% | -7.16% | -42.16% |
Average DrawdownAverage peak-to-trough decline | -21.98% | -6.02% | -15.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.90% | 4.72% | +17.18% |
Volatility
BTAL vs. BUI - Volatility Comparison
AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a higher volatility of 7.68% compared to BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) at 3.67%. This indicates that BTAL's price experiences larger fluctuations and is considered to be riskier than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTAL | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.68% | 3.67% | +4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.98% | 12.28% | +3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 15.15% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.86% | 17.04% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 21.82% | -4.53% |
Dividends
BTAL vs. BUI - Dividend Comparison
BTAL's dividend yield for the trailing twelve months is around 3.06%, less than BUI's 9.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.06% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.57% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
Frequently Asked Questions
BTAL and BUI have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTAL has higher volatility (7.68%) compared to BUI (3.67%). In terms of maximum drawdown, BTAL dropped -50.28% vs BUI's -46.49%.
BUI currently has the higher Sharpe Ratio (1.76 vs -1.61), 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.
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