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 11.23%/yr vs -4.22%/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
The year-to-date returns for both investments are quite close, with BUI having a 11.75% return and IEP slightly higher at 11.85%. Over the past 10 years, BUI has outperformed IEP with an annualized return of 11.23%, while IEP has yielded a comparatively lower -4.22% annualized return.
BUI
- 1D
- 0.00%
- 1M
- 0.12%
- YTD
- 11.75%
- 6M
- 15.59%
- 1Y
- 26.50%
- 3Y*
- 15.62%
- 5Y*
- 8.51%
- 10Y*
- 11.23%
IEP
- 1D
- 0.40%
- 1M
- -1.20%
- YTD
- 11.85%
- 6M
- 9.31%
- 1Y
- 12.08%
- 3Y*
- -20.14%
- 5Y*
- -19.04%
- 10Y*
- -4.22%
BUI vs. IEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 11.75% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
IEP Icahn Enterprises L.P. | 11.85% | 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 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2011 | 0.17 |
Fundamentals
BUI:
$5.95
IEP:
-$1.15
BUI:
4.29
IEP:
0.31
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.
| BUI | IEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.11 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 0.76 | +1.21 |
| Martin ratioReturn relative to average drawdown | 5.62 | 1.61 | +4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUI | IEP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 0.47 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.47 | +0.97 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | -0.12 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.15 | +0.36 |
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% | -67.83% | +49.56% |
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 | -7.16% | -71.33% | +64.17% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -30.58% | +24.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 7.53% | -2.81% |
Volatility
BUI vs. IEP - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 3.67%, while Icahn Enterprises L.P. (IEP) has a volatility of 4.19%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than IEP based on this measure. 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 | 3.67% | 4.19% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 15.99% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 25.74% | -10.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 40.98% | -23.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 36.37% | -14.55% |
Dividends
BUI vs. IEP - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.57%, less than IEP's 26.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.57% | 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. | 26.88% | 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 Jun 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 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IEP has higher volatility (4.19%) compared to BUI (3.67%). In terms of maximum drawdown, BUI dropped -46.49% vs IEP's -84.21%.
BUI currently has the higher Sharpe Ratio (1.76 vs 0.47), 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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