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 | 14.44% | 10.36% |
| 1Y Return | 31.17% | 16.65% |
| 3Y Return (Ann) | 2.78% | 3.31% |
| 5Y Return (Ann) | 8.74% | 8.52% |
| 10Y Return (Ann) | 8.64% | 6.66% |
| Sharpe Ratio | 2.19 | 1.82 |
| Sortino Ratio | 3.09 | 2.42 |
| Omega Ratio | 1.38 | 1.35 |
| Calmar Ratio | 1.28 | 2.67 |
| Martin Ratio | 9.65 | 11.40 |
| Ulcer Index | 3.01% | 1.49% |
| Daily Std Dev | 13.23% | 9.30% |
| Max Drawdown | -46.49% | -60.67% |
| Current Drawdown | -4.27% | 0.00% |
Fundamentals
| BUI | EFR | |
|---|---|---|
| Market Cap | $531.54M | $376.40M |
| EPS | $0.73 | $1.69 |
| PE Ratio | 32.40 | 7.63 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $29.51M | $28.97M |
| Gross Profit (TTM) | $24.39M | $28.97M |
| EBITDA (TTM) | $16.35M | $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 14.44% return, which is significantly higher than EFR's 10.36% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 8.64%, while EFR has yielded a comparatively lower 6.66% 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 6.14%, less than EFR's 9.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.14% | 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 | 9.98% | 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 -60.67%. 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
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.58% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 1.64%. 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