BUI vs. DNP
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and DNP Select Income Fund Inc. (DNP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or DNP.
Key characteristics
| BUI | DNP | |
|---|---|---|
| YTD Return | 13.91% | 19.51% |
| 1Y Return | 30.76% | 14.03% |
| 3Y Return (Ann) | 1.76% | 2.71% |
| 5Y Return (Ann) | 8.43% | 1.78% |
| 10Y Return (Ann) | 8.77% | 6.53% |
| Sharpe Ratio | 2.33 | 0.86 |
| Sortino Ratio | 3.28 | 1.32 |
| Omega Ratio | 1.41 | 1.16 |
| Calmar Ratio | 1.35 | 0.54 |
| Martin Ratio | 10.11 | 3.55 |
| Ulcer Index | 3.02% | 3.67% |
| Daily Std Dev | 13.15% | 15.16% |
| Max Drawdown | -46.49% | -48.49% |
| Current Drawdown | -4.71% | -6.65% |
Fundamentals
| BUI | DNP |
|---|
Correlation
The correlation between BUI and DNP is 0.36, 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. DNP - Performance Comparison
In the year-to-date period, BUI achieves a 13.91% return, which is significantly lower than DNP's 19.51% return. Over the past 10 years, BUI has outperformed DNP with an annualized return of 8.77%, while DNP has yielded a comparatively lower 6.53% 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. DNP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and DNP Select Income Fund Inc. (DNP). 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. DNP - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.17%, less than DNP's 8.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.17% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
DNP DNP Select Income Fund Inc. | 8.27% | 9.20% | 6.93% | 7.18% | 7.60% | 6.11% | 7.50% | 7.22% | 7.62% | 8.71% | 7.39% | 8.28% |
Drawdowns
BUI vs. DNP - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, roughly equal to the maximum DNP drawdown of -48.49%. Use the drawdown chart below to compare losses from any high point for BUI and DNP. For additional features, visit the drawdowns tool.
Volatility
BUI vs. DNP - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 3.58%, while DNP Select Income Fund Inc. (DNP) has a volatility of 4.64%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than DNP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BUI vs. DNP - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and DNP Select Income Fund Inc.. 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