BUI vs. SCHD
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Schwab US Dividend Equity ETF (SCHD).
SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or SCHD.
Key characteristics
| BUI | SCHD | |
|---|---|---|
| YTD Return | 14.44% | 17.75% |
| 1Y Return | 31.17% | 31.70% |
| 3Y Return (Ann) | 2.78% | 7.26% |
| 5Y Return (Ann) | 8.74% | 12.80% |
| 10Y Return (Ann) | 8.64% | 11.72% |
| Sharpe Ratio | 2.19 | 2.67 |
| Sortino Ratio | 3.09 | 3.84 |
| Omega Ratio | 1.38 | 1.47 |
| Calmar Ratio | 1.28 | 2.80 |
| Martin Ratio | 9.65 | 14.83 |
| Ulcer Index | 3.01% | 2.04% |
| Daily Std Dev | 13.23% | 11.32% |
| Max Drawdown | -46.49% | -33.37% |
| Current Drawdown | -4.27% | 0.00% |
Correlation
The correlation between BUI and SCHD is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BUI vs. SCHD - Performance Comparison
In the year-to-date period, BUI achieves a 14.44% return, which is significantly lower than SCHD's 17.75% return. Over the past 10 years, BUI has underperformed SCHD with an annualized return of 8.64%, while SCHD has yielded a comparatively higher 11.72% 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. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.14%, more than SCHD's 3.36% 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% |
SCHD Schwab US Dividend Equity ETF | 3.36% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
BUI vs. SCHD - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for BUI and SCHD. For additional features, visit the drawdowns tool.
Volatility
BUI vs. SCHD - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Schwab US Dividend Equity ETF (SCHD) have volatilities of 3.58% and 3.57%, 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.