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.
Correlation
The correlation between BUI and SCHD is 0.40, 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. SCHD - Performance Comparison
Key characteristics
BUI:
0.89
SCHD:
0.14
BUI:
1.38
SCHD:
0.35
BUI:
1.19
SCHD:
1.05
BUI:
1.12
SCHD:
0.17
BUI:
3.58
SCHD:
0.57
BUI:
4.26%
SCHD:
4.90%
BUI:
15.77%
SCHD:
16.03%
BUI:
-46.49%
SCHD:
-33.37%
BUI:
-0.18%
SCHD:
-11.09%
Returns By Period
In the year-to-date period, BUI achieves a 4.10% return, which is significantly higher than SCHD's -4.79% return. Over the past 10 years, BUI has underperformed SCHD with an annualized return of 9.23%, while SCHD has yielded a comparatively higher 10.38% annualized return.
BUI
4.10%
15.62%
6.15%
13.87%
11.71%
9.23%
SCHD
-4.79%
6.00%
-9.18%
2.30%
12.67%
10.38%
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Risk-Adjusted Performance
BUI vs. SCHD — Risk-Adjusted Performance Rank
BUI
SCHD
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 6.41%, more than SCHD's 4.03% 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% |
SCHD Schwab US Dividend Equity ETF | 4.03% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
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
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 5.64%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 8.36%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.