BUI vs. BLW
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and BlackRock Limited Duration Income Trust (BLW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or BLW.
Key characteristics
| BUI | BLW | |
|---|---|---|
| YTD Return | 11.22% | 10.81% |
| 1Y Return | 18.30% | 22.24% |
| 3Y Return (Ann) | 1.58% | 3.18% |
| 5Y Return (Ann) | 6.02% | 7.24% |
| 10Y Return (Ann) | 8.52% | 6.84% |
| Sharpe Ratio | 1.26 | 2.14 |
| Daily Std Dev | 14.81% | 9.75% |
| Max Drawdown | -46.49% | -44.99% |
| Current Drawdown | -0.73% | 0.00% |
Fundamentals
| BUI | BLW | |
|---|---|---|
| Market Cap | $524.01M | $514.59M |
| EPS | $1.61 | $1.81 |
| PE Ratio | 14.48 | 7.96 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $9.19M | $35.70M |
| Gross Profit (TTM) | $6.64M | $33.46M |
| EBITDA (TTM) | $6.72M | $51.25M |
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.
Performance
BUI vs. BLW - Performance Comparison
The year-to-date returns for both stocks are quite close, with BUI having a 11.22% return and BLW slightly lower at 10.81%. Over the past 10 years, BUI has outperformed BLW with an annualized return of 8.52%, while BLW has yielded a comparatively lower 6.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BUI vs. BLW - Risk-Adjusted Performance 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.
Dividends
BUI vs. BLW - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.25%, less than BLW's 8.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.25% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 6.97% | 8.06% |
BLW BlackRock Limited Duration Income Trust | 8.90% | 8.63% | 8.26% | 6.99% | 7.39% | 6.27% | 7.14% | 6.24% | 9.52% | 8.01% | 7.95% | 7.19% |
Drawdowns
BUI vs. BLW - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, roughly equal to the maximum BLW drawdown of -44.99%. Use the drawdown chart below to compare losses from any high point for BUI and BLW. For additional features, visit the drawdowns tool.
Volatility
BUI vs. BLW - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.90% compared to BlackRock Limited Duration Income Trust (BLW) at 2.81%. 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.
Financials
BUI vs. BLW - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and BlackRock Limited Duration Income 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