BUI vs. EFR
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and EFR (Eaton Vance Senior Floating-Rate Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BUI returned 11.18%/yr vs 5.98%/yr for EFR. At a 0.22 correlation, their price movements are largely independent.
Performance
BUI vs. EFR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BUI achieves a 15.41% return, which is significantly higher than EFR's -0.53% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 11.18%, while EFR has yielded a comparatively lower 5.98% annualized return.
BUI
- 1D
- -0.67%
- 1M
- -0.83%
- 6M
- 14.56%
- YTD
- 15.41%
- 1Y
- 20.94%
- 3Y*
- 16.10%
- 5Y*
- 9.82%
- 10Y*
- 11.18%
EFR
- 1D
- 0.19%
- 1M
- 1.39%
- 6M
- -1.94%
- YTD
- -0.53%
- 1Y
- -4.30%
- 3Y*
- 6.45%
- 5Y*
- 3.57%
- 10Y*
- 5.98%
BUI vs. EFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 15.41% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
EFR Eaton Vance Senior Floating-Rate Trust | -0.53% | -4.85% | 11.32% | 29.25% | -18.73% | 22.88% | 0.83% | 16.43% | -6.96% | 3.37% |
Correlation
The correlation between BUI and EFR is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | 0.22 |
The correlation between BUI and EFR shifts across timeframes, from 0.10 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BUI:
$745.09M
EFR:
$314.43M
BUI:
$5.78
EFR:
$2.31
BUI:
4.86
EFR:
4.61
BUI:
0.14
EFR:
0.02
BUI:
4.54
EFR:
3.58
BUI:
$148.86M
EFR:
$87.28M
BUI:
$118.00M
EFR:
$80.23M
BUI:
$139.18M
EFR:
$68.01M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BUI vs. EFR — Risk / Return Rank
BUI
EFR
BUI vs. EFR - Risk-Adjusted Trends 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.
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 | EFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.93 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.91 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | -0.38 | +1.93 |
| Martin ratioReturn relative to average drawdown | 4.35 | -0.75 | +5.10 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| BUI | EFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -60.55% | +14.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -11.49% | -2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -18.27% | -18.30% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -25.07% | -2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -42.04% | -4.45% |
Current DrawdownCurrent decline from peak | -4.12% | -9.70% | +5.58% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -9.01% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 5.74% | -0.92% |
Volatility
BUI vs. EFR - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.79% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 1.19%. 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.
Loading charts...
Volatility by Period
| BUI | EFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 1.19% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 6.58% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.23% | 7.84% | +7.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 13.06% | +3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 14.91% | +6.90% |
Dividends
BUI vs. EFR - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.32%, more than EFR's 8.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.32% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
EFR Eaton Vance Senior Floating-Rate Trust | 8.75% | 9.53% | 9.76% | 10.37% | 10.39% | 5.62% | 6.39% | 7.34% | 7.46% | 5.42% | 5.82% | 6.95% |
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
Frequently Asked Questions
BUI and EFR have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.79%) compared to EFR (1.19%). In terms of maximum drawdown, BUI dropped -46.49% vs EFR's -60.55%.
BUI currently has the higher Sharpe Ratio (1.38 vs -0.55), 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.
Find the right allocation for BUI and EFR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer