BUI vs. SPY
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or SPY.
Correlation
The correlation between BUI and SPY 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. SPY - Performance Comparison
Key characteristics
BUI:
0.89
SPY:
0.54
BUI:
1.38
SPY:
0.90
BUI:
1.19
SPY:
1.13
BUI:
1.12
SPY:
0.57
BUI:
3.58
SPY:
2.24
BUI:
4.26%
SPY:
4.82%
BUI:
15.77%
SPY:
20.02%
BUI:
-46.49%
SPY:
-55.19%
BUI:
-0.18%
SPY:
-7.53%
Returns By Period
In the year-to-date period, BUI achieves a 4.10% return, which is significantly higher than SPY's -3.30% return. Over the past 10 years, BUI has underperformed SPY with an annualized return of 9.23%, while SPY has yielded a comparatively higher 12.33% annualized return.
BUI
4.10%
15.62%
6.15%
13.87%
11.71%
9.23%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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Risk-Adjusted Performance
BUI vs. SPY — Risk-Adjusted Performance Rank
BUI
SPY
BUI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.41%, more than SPY's 1.27% 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% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BUI vs. SPY - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BUI and SPY. For additional features, visit the drawdowns tool.
Volatility
BUI vs. SPY - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 5.64%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.