BUI vs. EFR
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Eaton Vance Senior Floating-Rate Trust (EFR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or EFR.
Correlation
The correlation between BUI and EFR is 0.23, 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. EFR - Performance Comparison
Key characteristics
BUI:
1.09
EFR:
1.48
BUI:
1.55
EFR:
1.95
BUI:
1.19
EFR:
1.28
BUI:
0.94
EFR:
2.13
BUI:
4.05
EFR:
9.07
BUI:
3.43%
EFR:
1.49%
BUI:
12.72%
EFR:
9.16%
BUI:
-46.49%
EFR:
-60.55%
BUI:
-7.59%
EFR:
-1.30%
Fundamentals
BUI:
$517.83M
EFR:
$379.91M
BUI:
$0.73
EFR:
$1.69
BUI:
31.56
EFR:
7.70
BUI:
0.00
EFR:
0.00
BUI:
$29.51M
EFR:
$28.97M
BUI:
$24.39M
EFR:
$28.97M
BUI:
$16.35M
EFR:
$5.17M
Returns By Period
In the year-to-date period, BUI achieves a 10.47% return, which is significantly lower than EFR's 11.56% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 8.07%, while EFR has yielded a comparatively lower 7.09% annualized return.
BUI
10.47%
-2.11%
4.95%
12.64%
6.82%
8.07%
EFR
11.56%
0.15%
3.34%
13.80%
7.71%
7.09%
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Risk-Adjusted Performance
BUI vs. EFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Eaton Vance Senior Floating-Rate Trust (EFR). 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. EFR - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.50%, less than EFR's 9.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.50% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
EFR Eaton Vance Senior Floating-Rate Trust | 9.81% | 9.42% | 9.63% | 5.60% | 5.87% | 7.34% | 7.46% | 5.43% | 5.82% | 7.59% | 6.14% | 7.03% |
Drawdowns
BUI vs. EFR - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum EFR drawdown of -60.55%. Use the drawdown chart below to compare losses from any high point for BUI and EFR. For additional features, visit the drawdowns tool.
Volatility
BUI vs. EFR - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 4.55% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 2.52%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than EFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BUI vs. EFR - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and Eaton Vance Senior Floating-Rate 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