BUI vs. BLW

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and BlackRock Limited Duration Income Trust (BLW).

Performance

BUI vs. BLW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and BlackRock Limited Duration Income Trust (BLW). The values are adjusted to include any dividend payments, if applicable.

BUI vs. BLW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust	4.23%	21.79%	14.62%	12.29%	-16.77%	12.48%	20.30%	20.60%	-1.81%	26.06%
BLW BlackRock Limited Duration Income Trust	-6.05%	7.17%	11.06%	17.29%	-15.92%	13.52%	5.36%	31.08%	-10.22%	11.53%

Fundamentals

Market Cap BUI : $634.83M BLW : $486.80M
EPS BUI : $5.95 BLW : $1.93
PE Ratio BUI : 4.43 BLW : 6.53
PEG Ratio BUI : 0.13 BLW : 0.27
PS Ratio BUI : 4.14 BLW : 5.73
PB Ratio BUI : 1.07 BLW : 0.90
Total Revenue (TTM) BUI : $148.86M BLW : $84.85M
Gross Profit (TTM) BUI : $118.00M BLW : $79.63M
EBITDA (TTM) BUI : $139.18M BLW : $66.98M

Returns By Period

In the year-to-date period, BUI achieves a 4.23% return, which is significantly higher than BLW's -6.05% return. Over the past 10 years, BUI has outperformed BLW with an annualized return of 11.44%, while BLW has yielded a comparatively lower 6.70% annualized return.

BUI

• 1D: 2.01%
• 1M: -13.33%
• YTD: 4.23%
• 6M: 8.05%
• 1Y: 29.10%
• 3Y*: 11.67%
• 5Y*: 8.28%
• 10Y*: 11.44%

BLW

• 1D: 3.54%
• 1M: -7.04%
• YTD: -6.05%
• 6M: -5.50%
• 1Y: -1.77%
• 3Y*: 8.55%
• 5Y*: 3.30%
• 10Y*: 6.70%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BUI vs. BLW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUI

BUI Risk / Return Rank: 83
BUI Sharpe Ratio Rank: 87
BUI Sortino Ratio Rank: 82
BUI Omega Ratio Rank: 86
BUI Calmar Ratio Rank: 77
BUI Martin Ratio Rank: 85

BLW

BLW Risk / Return Rank: 33
BLW Sharpe Ratio Rank: 34
BLW Sortino Ratio Rank: 27
BLW Omega Ratio Rank: 26
BLW Calmar Ratio Rank: 40
BLW Martin Ratio Rank: 38

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.

BUI vs. BLW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and BlackRock Limited Duration Income Trust (BLW). 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.

	BUI	BLW	Difference
Sharpe ratio Return per unit of total volatility	1.64	-0.16	+1.80
Sortino ratio Return per unit of downside risk	2.17	-0.14	+2.30
Omega ratio Gain probability vs. loss probability	1.34	0.98	+0.36
Calmar ratio Return relative to maximum drawdown	1.89	-0.05	+1.94
Martin ratio Return relative to average drawdown	7.41	-0.24	+7.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BUI vs. BLW - Sharpe Ratio Comparison

The current BUI Sharpe Ratio is 1.64, which is higher than the BLW Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of BUI and BLW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BUI	BLW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.64	-0.16	+1.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.27	+0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	0.46	+0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.40	+0.09

Correlation

The correlation between BUI and BLW 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.

Dividends

BUI vs. BLW - Dividend Comparison

BUI's dividend yield for the trailing twelve months is around 10.12%, less than BLW's 10.79% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust	10.12%	10.39%	6.26%	6.65%	6.99%	5.45%	5.80%	6.51%	7.35%	6.72%	7.89%	8.65%
BLW BlackRock Limited Duration Income Trust	10.79%	9.89%	9.39%	8.63%	8.26%	6.99%	7.39%	6.27%	7.14%	6.24%	9.68%	8.26%

Drawdowns

BUI vs. BLW - Drawdown Comparison

The maximum BUI drawdown since its inception was -46.49%, which is greater than BLW's maximum drawdown of -44.13%. Use the drawdown chart below to compare losses from any high point for BUI and BLW.

Drawdown Indicators

	BUI	BLW	Difference
Max Drawdown Largest peak-to-trough decline	-46.49%	-44.13%	-2.36%
Max Drawdown (1Y) Largest decline over 1 year	-15.68%	-11.19%	-4.49%
Max Drawdown (5Y) Largest decline over 5 years	-27.41%	-26.30%	-1.11%
Max Drawdown (10Y) Largest decline over 10 years	-46.49%	-41.85%	-4.64%
Current Drawdown Current decline from peak	-13.41%	-8.05%	-5.36%
Average Drawdown Average peak-to-trough decline	-6.01%	-6.03%	+0.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.01%	2.44%	+1.57%

Volatility

BUI vs. BLW - Volatility Comparison

BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 8.40% compared to BlackRock Limited Duration Income Trust (BLW) at 5.69%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than BLW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BUI	BLW	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.40%	5.69%	+2.71%
Volatility (6M) Calculated over the trailing 6-month period	13.80%	6.69%	+7.11%
Volatility (1Y) Calculated over the trailing 1-year period	17.83%	11.19%	+6.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.21%	12.37%	+4.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.90%	14.59%	+7.31%

Financials