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 10.94%/yr vs 5.73%/yr for EFR. Their 0.22 correlation means their historical movements had little consistent relationship.
Performance
BUI vs. EFR - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 12.85% return, which is significantly higher than EFR's -0.64% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 10.94%, while EFR has yielded a comparatively lower 5.73% annualized return.
BUI
- 1D
- -0.29%
- 1M
- -4.49%
- 6M
- 4.81%
- YTD
- 12.85%
- 1Y
- 17.65%
- 3Y*
- 15.54%
- 5Y*
- 9.46%
- 10Y*
- 10.94%
- ALL TIME*
- 9.90%
EFR
- 1D
- -0.47%
- 1M
- 0.74%
- 6M
- -2.02%
- YTD
- -0.64%
- 1Y
- -2.92%
- 3Y*
- 5.39%
- 5Y*
- 3.74%
- 10Y*
- 5.73%
- ALL TIME*
- 4.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.55M | $1.68M | $1.99M | |
| $1.11M | $965.83K | $1.17M |
BUI vs. EFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 12.85% | 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 | -0.64% | -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 historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2011 | 0.22 |
The correlation between BUI and EFR shifts across timeframes, from 0.10 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BUI:
$724.65M
EFR:
$312.06M
BUI:
$5.78
EFR:
$2.31
BUI:
4.72
EFR:
4.58
BUI:
0.14
EFR:
0.02
BUI:
4.41
EFR:
3.55
BUI:
$148.86M
EFR:
$87.28M
BUI:
$118.00M
EFR:
$80.23M
BUI:
$139.18M
EFR:
$68.01M
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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 | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +2.33 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.92 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.39 | +1.68 |
| Martin ratioReturn relative to average drawdown | 3.51 | -0.97 | +4.49 |
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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.
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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% | -9.32% | -4.25% |
Max Drawdown (3Y)Largest decline over 3 years | -15.30% | -18.30% | +3.00% |
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 | -6.24% | -9.79% | +3.55% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -9.01% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 4.40% | +0.56% |
Volatility
BUI vs. EFR - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.13% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 1.75%. 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.
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Volatility by Period
| BUI | EFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 1.75% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 6.64% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 7.71% | +7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 13.06% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 14.90% | +6.91% |
Dividends
BUI vs. EFR - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.67%, more than EFR's 8.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.67% | 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 | 8.64% | 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 (3.13%) compared to EFR (1.75%). In terms of maximum drawdown, BUI dropped -46.49% vs EFR's -60.55%.
BUI currently has the higher Sharpe Ratio (1.13 vs -0.48), 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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