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.
Key characteristics
| BUI | EFR | |
|---|---|---|
| YTD Return | 11.94% | 7.56% |
| 1Y Return | 17.83% | 17.69% |
| 3Y Return (Ann) | 2.06% | 5.35% |
| 5Y Return (Ann) | 6.71% | 8.32% |
| 10Y Return (Ann) | 8.65% | 6.13% |
| Sharpe Ratio | 1.11 | 1.55 |
| Daily Std Dev | 14.96% | 10.93% |
| Max Drawdown | -46.49% | -60.67% |
| Current Drawdown | 0.00% | -2.25% |
Fundamentals
| BUI | EFR | |
|---|---|---|
| Market Cap | $525.25M | $372.90M |
| EPS | $1.61 | $1.69 |
| PE Ratio | 14.52 | 7.56 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $9.19M | $28.97M |
| Gross Profit (TTM) | $6.64M | $28.97M |
| EBITDA (TTM) | $6.72M | $5.17M |
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
In the year-to-date period, BUI achieves a 11.94% return, which is significantly higher than EFR's 7.56% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 8.65%, while EFR has yielded a comparatively lower 6.13% 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. 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 6.21%, less than EFR's 10.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.21% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 6.97% | 8.06% |
EFR Eaton Vance Senior Floating-Rate Trust | 10.21% | 9.42% | 9.65% | 5.61% | 5.87% | 7.31% | 7.39% | 5.37% | 5.77% | 7.51% | 6.08% | 6.93% |
Drawdowns
BUI vs. EFR - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum EFR drawdown of -60.67%. 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
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 4.77%, while Eaton Vance Senior Floating-Rate Trust (EFR) has a volatility of 5.07%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky 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