BUI vs. BLW
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and BLW (BlackRock Limited Duration Income Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BUI returned 10.94%/yr vs 6.31%/yr for BLW. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
BUI vs. BLW - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 12.85% return, which is significantly higher than BLW's -2.99% return. Over the past 10 years, BUI has outperformed BLW with an annualized return of 10.94%, while BLW has yielded a comparatively lower 6.31% annualized return.
BUI
- 1D
- -0.29%
- 1M
- -4.49%
- 6M
- 4.81%
- YTD
- 12.85%
- 1Y
- 17.65%
- 3Y*
- 15.54%
- 5Y*
- 9.46%
- 10Y*
- 10.94%
- ALL TIME*
- 9.90%
BLW
- 1D
- -0.16%
- 1M
- 0.98%
- 6M
- -3.78%
- YTD
- -2.99%
- 1Y
- -1.69%
- 3Y*
- 8.29%
- 5Y*
- 2.87%
- 10Y*
- 6.31%
- ALL TIME*
- 6.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.19M | $2.30M | $1.94M | |
| $1.55M | $1.68M | $1.99M |
BUI vs. BLW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 12.85% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
BLW BlackRock Limited Duration Income Trust | -2.99% | 7.17% | 11.06% | 17.29% | -15.92% | 13.52% | 5.36% | 31.08% | -10.22% | 11.53% |
Correlation
The correlation between BUI and BLW is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.30 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2011 | 0.27 |
Fundamentals
BUI:
$724.65M
BLW:
$490.12M
BUI:
$5.78
BLW:
$1.93
BUI:
4.72
BLW:
6.51
BUI:
0.14
BLW:
0.27
BUI:
4.41
BLW:
5.71
BUI:
1.11
BLW:
0.89
BUI:
$148.86M
BLW:
$84.85M
BUI:
$118.00M
BLW:
$79.63M
BUI:
$139.18M
BLW:
$66.98M
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Return for Risk
BUI vs. BLW — Risk / Return Rank
BUI
BLW
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.
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.
| BUI | BLW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.34 | ||
| Sortino ratioReturn per unit of downside risk | +1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.97 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.15 | +1.44 |
| Martin ratioReturn relative to average drawdown | 3.51 | -0.39 | +3.91 |
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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.
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Drawdown Indicators
| BUI | BLW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -44.13% | -2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -11.19% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -15.30% | -11.19% | -4.11% |
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 DrawdownCurrent decline from peak | -6.24% | -5.05% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -6.04% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.29% | +0.67% |
Volatility
BUI vs. BLW - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.13% compared to BlackRock Limited Duration Income Trust (BLW) at 2.01%. 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.
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Volatility by Period
| BUI | BLW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 2.01% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 7.23% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 8.19% | +7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 12.31% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 14.58% | +7.23% |
Dividends
BUI vs. BLW - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.67%, less than BLW's 10.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 10.83% | 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 | 9.67% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
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
Frequently Asked Questions
BUI and BLW have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.13%) compared to BLW (2.01%). In terms of maximum drawdown, BUI dropped -46.49% vs BLW's -44.13%.
BUI currently has the higher Sharpe Ratio (1.13 vs -0.21), 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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