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 0.31, 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:
0.89
EFR:
-0.18
BUI:
1.38
EFR:
0.01
BUI:
1.19
EFR:
1.00
BUI:
1.12
EFR:
-0.05
BUI:
3.58
EFR:
-0.20
BUI:
4.26%
EFR:
4.26%
BUI:
15.77%
EFR:
13.37%
BUI:
-46.49%
EFR:
-60.57%
BUI:
-0.18%
EFR:
-9.36%
Fundamentals
BUI:
$533.80M
EFR:
$350.60M
BUI:
$1.59
EFR:
$1.55
BUI:
14.89
EFR:
7.71
BUI:
0.00
EFR:
0.00
BUI:
14.66
EFR:
6.18
BUI:
1.04
EFR:
0.93
Returns By Period
In the year-to-date period, BUI achieves a 4.10% return, which is significantly higher than EFR's -5.00% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 9.23%, while EFR has yielded a comparatively lower 5.59% annualized return.
BUI
4.10%
15.62%
6.15%
13.87%
11.71%
9.23%
EFR
-5.00%
9.52%
-4.11%
-2.40%
11.01%
5.59%
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Risk-Adjusted Performance
BUI vs. EFR — Risk-Adjusted Performance Rank
BUI
EFR
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 6.41%, less than EFR's 10.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.41% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% |
EFR Eaton Vance Senior Floating-Rate Trust | 10.69% | 9.76% | 9.42% | 9.65% | 5.62% | 5.87% | 7.34% | 7.46% | 5.42% | 5.80% | 7.55% | 6.11% |
Drawdowns
BUI vs. EFR - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum EFR drawdown of -60.57%. 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 5.64%, while Eaton Vance Senior Floating-Rate Trust (EFR) has a volatility of 6.21%. 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