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BUI vs. BME
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BUI and BME is 0.40, 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. BME - Performance Comparison

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

200.00%250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
202.91%
352.63%
BUI
BME

Key characteristics

Sharpe Ratio

BUI:

0.89

BME:

-0.14

Sortino Ratio

BUI:

1.38

BME:

-0.08

Omega Ratio

BUI:

1.19

BME:

0.99

Calmar Ratio

BUI:

1.12

BME:

-0.14

Martin Ratio

BUI:

3.58

BME:

-0.43

Ulcer Index

BUI:

4.26%

BME:

4.82%

Daily Std Dev

BUI:

15.77%

BME:

14.95%

Max Drawdown

BUI:

-46.49%

BME:

-42.03%

Current Drawdown

BUI:

-0.18%

BME:

-10.02%

Fundamentals

Market Cap

BUI:

$533.80M

BME:

$482.97M

EPS

BUI:

$1.59

BME:

$1.63

PE Ratio

BUI:

14.89

BME:

22.93

PEG Ratio

BUI:

0.00

BME:

0.00

PS Ratio

BUI:

14.66

BME:

63.83

PB Ratio

BUI:

1.04

BME:

0.88

Total Revenue (TTM)

BUI:

$37.27M

BME:

$36.33M

Gross Profit (TTM)

BUI:

$31.94M

BME:

$29.97M

EBITDA (TTM)

BUI:

$35.66M

BME:

$23.50M

Returns By Period

In the year-to-date period, BUI achieves a 4.10% return, which is significantly higher than BME's -1.46% return. Over the past 10 years, BUI has outperformed BME with an annualized return of 9.23%, while BME has yielded a comparatively lower 6.41% annualized return.


BUI

YTD

4.10%

1M

15.62%

6M

6.15%

1Y

13.87%

5Y*

11.71%

10Y*

9.23%

BME

YTD

-1.46%

1M

4.70%

6M

-6.74%

1Y

-2.03%

5Y*

3.96%

10Y*

6.41%

*Annualized

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Risk-Adjusted Performance

BUI vs. BME — Risk-Adjusted Performance Rank

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

BUI
The Risk-Adjusted Performance Rank of BUI is 8080
Overall Rank
The Sharpe Ratio Rank of BUI is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BUI is 7575
Sortino Ratio Rank
The Omega Ratio Rank of BUI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BUI is 8686
Calmar Ratio Rank
The Martin Ratio Rank of BUI is 8282
Martin Ratio Rank

BME
The Risk-Adjusted Performance Rank of BME is 4040
Overall Rank
The Sharpe Ratio Rank of BME is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of BME is 3535
Sortino Ratio Rank
The Omega Ratio Rank of BME is 3535
Omega Ratio Rank
The Calmar Ratio Rank of BME is 4343
Calmar Ratio Rank
The Martin Ratio Rank of BME is 4444
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BUI vs. BME - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and BlackRock Health Sciences Trust (BME). 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.


The current BUI Sharpe Ratio is 0.89, which is higher than the BME Sharpe Ratio of -0.14. The chart below compares the historical Sharpe Ratios of BUI and BME, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.89
-0.14
BUI
BME

Dividends

BUI vs. BME - Dividend Comparison

BUI's dividend yield for the trailing twelve months is around 6.41%, less than BME's 7.70% yield.


TTM20242023202220212020201920182017201620152014
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
6.41%6.26%6.65%6.99%5.45%5.80%6.51%7.35%6.72%7.89%8.65%7.00%
BME
BlackRock Health Sciences Trust
7.70%6.87%6.32%5.87%5.03%5.04%5.65%6.58%6.58%9.45%17.04%9.83%

Drawdowns

BUI vs. BME - Drawdown Comparison

The maximum BUI drawdown since its inception was -46.49%, which is greater than BME's maximum drawdown of -42.03%. Use the drawdown chart below to compare losses from any high point for BUI and BME. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-0.18%
-10.02%
BUI
BME

Volatility

BUI vs. BME - Volatility Comparison

The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 5.64%, while BlackRock Health Sciences Trust (BME) has a volatility of 8.00%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than BME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%December2025FebruaryMarchAprilMay
5.64%
8.00%
BUI
BME

Financials

BUI vs. BME - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and BlackRock Health Sciences 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


0.0010.00M20.00M30.00M40.00M20202021202220232024
16.95M
36.71M
(BUI) Total Revenue
(BME) Total Revenue
Values in USD except per share items