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 11.31%/yr vs 5.76%/yr for EFR. At a 0.22 correlation, their price movements are largely independent.
Performance
BUI vs. EFR - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 15.41% return, which is significantly higher than EFR's -1.84% return. Over the past 10 years, BUI has outperformed EFR with an annualized return of 11.31%, while EFR has yielded a comparatively lower 5.76% annualized return.
BUI
- 1D
- -0.07%
- 1M
- 0.23%
- YTD
- 15.41%
- 6M
- 12.95%
- 1Y
- 29.24%
- 3Y*
- 18.23%
- 5Y*
- 10.00%
- 10Y*
- 11.31%
EFR
- 1D
- 0.00%
- 1M
- 0.72%
- YTD
- -1.84%
- 6M
- -1.04%
- 1Y
- -3.15%
- 3Y*
- 6.74%
- 5Y*
- 3.34%
- 10Y*
- 5.76%
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 | -1.84% | -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 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
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 0.12 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BUI:
$148.86M
EFR:
$93.95M
BUI:
$118.00M
EFR:
$86.69M
BUI:
$139.18M
EFR:
$109.68M
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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 | +2.33 | ||
| Sortino ratioReturn per unit of downside risk | +3.24 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.94 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | -0.28 | +2.44 |
| Martin ratioReturn relative to average drawdown | 6.13 | -0.57 | +6.70 |
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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% | -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% | -10.88% | +6.76% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -9.01% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 5.57% | -0.79% |
Volatility
BUI vs. EFR - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.98% compared to Eaton Vance Senior Floating-Rate Trust (EFR) at 1.89%. 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 | 3.98% | 1.89% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.33% | 6.60% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.25% | 8.01% | +7.24% |
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% | 14.94% | +6.87% |
Dividends
BUI vs. EFR - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.32%, more than EFR's 8.87% 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 | 8.87% | 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 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.98%) compared to EFR (1.89%). In terms of maximum drawdown, BUI dropped -46.49% vs EFR's -60.55%.
BUI currently has the higher Sharpe Ratio (1.93 vs -0.40), 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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