BUI vs. BME
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and BME (BlackRock Health Sciences Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BUI returned 10.95%/yr vs 8.94%/yr for BME. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
BUI vs. BME - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 12.98% return, which is significantly higher than BME's 10.62% return. Over the past 10 years, BUI has outperformed BME with an annualized return of 10.95%, while BME has yielded a comparatively lower 8.94% annualized return.
BUI
- 1D
- 0.11%
- 1M
- -4.39%
- 6M
- 4.62%
- YTD
- 12.98%
- 1Y
- 17.78%
- 3Y*
- 16.32%
- 5Y*
- 9.15%
- 10Y*
- 10.95%
- ALL TIME*
- 9.90%
BME
- 1D
- 0.02%
- 1M
- 0.27%
- 6M
- 7.26%
- YTD
- 10.62%
- 1Y
- 32.45%
- 3Y*
- 10.87%
- 5Y*
- 4.30%
- 10Y*
- 8.94%
- ALL TIME*
- 11.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.10M | $1.94M | $1.99M | |
| $1.52M | $1.65M | $1.97M |
BUI vs. BME - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 12.98% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
BME BlackRock Health Sciences Trust | 10.62% | 17.87% | -0.08% | -1.08% | -4.62% | 7.25% | 18.64% | 24.04% | 6.38% | 23.10% |
Correlation
The correlation between BUI and BME is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
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 | 0.26 |
The correlation between BUI and BME shifts across timeframes, from 0.24 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BUI:
$725.45M
BME:
$562.20M
BUI:
$5.78
BME:
$7.77
BUI:
4.73
BME:
5.60
BUI:
0.14
BME:
0.14
BUI:
4.42
BME:
8.92
BUI:
1.11
BME:
0.99
BUI:
$148.86M
BME:
$63.04M
BUI:
$118.00M
BME:
$53.82M
BUI:
$139.18M
BME:
$104.06M
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Return for Risk
BUI vs. BME — Risk / Return Rank
BUI
BME
BUI vs. BME - Risk-Adjusted Trends 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.
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 | BME | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.45 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.95 | -1.64 |
| Martin ratioReturn relative to average drawdown | 3.58 | 9.00 | -5.41 |
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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.
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Drawdown Indicators
| BUI | BME | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -42.03% | -4.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -11.03% | -2.54% |
Max Drawdown (3Y)Largest decline over 3 years | -15.30% | -14.38% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -18.26% | -9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -36.65% | -9.84% |
Current DrawdownCurrent decline from peak | -6.14% | -1.23% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -6.25% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 3.62% | +1.35% |
Volatility
BUI vs. BME - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 3.13%, while BlackRock Health Sciences Trust (BME) has a volatility of 3.46%. 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.
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Volatility by Period
| BUI | BME | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 3.46% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 10.46% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 13.07% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 15.23% | +1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 19.82% | +1.99% |
Dividends
BUI vs. BME - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.66%, more than BME's 7.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BME BlackRock Health Sciences Trust | 7.23% | 7.65% | 6.87% | 6.32% | 5.87% | 5.03% | 5.04% | 5.65% | 6.58% | 6.58% | 9.45% | 17.04% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.66% | 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. 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
BUI and BME have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BME has higher volatility (3.46%) compared to BUI (3.13%). In terms of maximum drawdown, BUI dropped -46.49% vs BME's -42.03%.
BME currently has the higher Sharpe Ratio (2.50 vs 1.16), 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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