BUI vs. IEP
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and IEP (Icahn Enterprises L.P.) are both stocks. BUI operates in Asset Management (Financial Services), while IEP operates in Conglomerates (Industrials). Over the past 10 years, BUI returned 11.01%/yr vs -3.70%/yr for IEP. At a 0.17 correlation, their price movements are largely independent.
Performance
BUI vs. IEP - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 14.84% return, which is significantly higher than IEP's 13.35% return. Over the past 10 years, BUI has outperformed IEP with an annualized return of 11.01%, while IEP has yielded a comparatively lower -3.70% annualized return.
BUI
- 1D
- -0.29%
- 1M
- -0.56%
- 6M
- 11.37%
- YTD
- 14.84%
- 1Y
- 21.10%
- 3Y*
- 15.56%
- 5Y*
- 10.06%
- 10Y*
- 11.01%
- ALL TIME*
- 10.05%
IEP
- 1D
- 0.67%
- 1M
- 3.43%
- 6M
- 9.58%
- YTD
- 13.35%
- 1Y
- 5.69%
- 3Y*
- -22.70%
- 5Y*
- -19.10%
- 10Y*
- -3.70%
- ALL TIME*
- 5.60%
BUI vs. IEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 14.84% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
IEP Icahn Enterprises L.P. | 13.35% | 8.23% | -37.79% | -58.78% | 18.76% | 12.87% | -3.55% | 20.44% | 18.98% | -1.17% |
Correlation
The correlation between BUI and IEP is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | 0.17 |
Fundamentals
BUI:
$737.39M
IEP:
$5.07B
BUI:
$5.78
IEP:
-$1.27
BUI:
4.49
IEP:
0.28
BUI:
$148.86M
IEP:
$10.18B
BUI:
$118.00M
IEP:
$1.33B
BUI:
$139.18M
IEP:
$1.17B
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Return for Risk
BUI vs. IEP — Risk / Return Rank
BUI
IEP
BUI vs. IEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Icahn Enterprises L.P. (IEP). 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 | IEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.14 | ||
| Sortino ratioReturn per unit of downside risk | +1.48 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.07 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.36 | +1.21 |
| Martin ratioReturn relative to average drawdown | 4.36 | 0.74 | +3.62 |
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Drawdowns
BUI vs. IEP - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum IEP drawdown of -84.21%. Use the drawdown chart below to compare losses from any high point for BUI and IEP.
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Drawdown Indicators
| BUI | IEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -84.21% | +37.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -16.06% | +2.49% |
Max Drawdown (3Y)Largest decline over 3 years | -18.27% | -67.81% | +49.54% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -77.56% | +50.15% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -77.56% | +31.07% |
Current DrawdownCurrent decline from peak | -4.60% | -70.95% | +66.35% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -30.70% | +24.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 7.75% | -2.90% |
Volatility
BUI vs. IEP - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Icahn Enterprises L.P. (IEP) have volatilities of 3.72% and 3.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUI | IEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 3.68% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 13.85% | -2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.34% | 23.65% | -8.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 40.99% | -23.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 36.31% | -14.49% |
Dividends
BUI vs. IEP - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.50%, less than IEP's 26.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.50% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
IEP Icahn Enterprises L.P. | 26.53% | 26.49% | 40.37% | 34.90% | 15.79% | 16.13% | 15.79% | 13.01% | 12.26% | 11.32% | 10.01% | 9.79% |
Financials
BUI vs. IEP - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and Icahn Enterprises L.P.. 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
BUI vs. IEP - Profitability Comparison
BUI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported a gross profit of 86.06M and revenue of 89.13M. Therefore, the gross margin over that period was 96.6%.
IEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Icahn Enterprises L.P. reported a gross profit of 0.00 and revenue of 2.31B. Therefore, the gross margin over that period was 0.0%.
BUI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported an operating income of 32.74M and revenue of 89.13M, resulting in an operating margin of 36.7%.
IEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Icahn Enterprises L.P. reported an operating income of 0.00 and revenue of 2.31B, resulting in an operating margin of 0.0%.
BUI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported a net income of 32.78M and revenue of 89.13M, resulting in a net margin of 36.8%.
IEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Icahn Enterprises L.P. reported a net income of -612.00M and revenue of 2.31B, resulting in a net margin of -26.5%.
Frequently Asked Questions
BUI and IEP have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.72%) compared to IEP (3.68%). In terms of maximum drawdown, BUI dropped -46.49% vs IEP's -84.21%.
BUI currently has the higher Sharpe Ratio (1.38 vs 0.24), 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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