BUI vs. SPY
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and State Street 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.
Performance
BUI vs. SPY - Performance Comparison
Loading graphics...
BUI vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 4.23% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, BUI achieves a 4.23% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, BUI has underperformed SPY with an annualized return of 11.44%, while SPY has yielded a comparatively higher 13.98% annualized return.
BUI
- 1D
- 2.01%
- 1M
- -13.33%
- YTD
- 4.23%
- 6M
- 8.05%
- 1Y
- 29.10%
- 3Y*
- 11.67%
- 5Y*
- 8.28%
- 10Y*
- 11.44%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BUI vs. SPY — Risk / Return Rank
BUI
SPY
BUI vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and State Street 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.
| BUI | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.93 | +0.71 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.45 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.53 | +0.37 |
Martin ratioReturn relative to average drawdown | 7.41 | 7.30 | +0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BUI | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.93 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.69 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.78 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.56 | -0.07 |
Correlation
The correlation between BUI and SPY is 0.39, 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.
Dividends
BUI vs. SPY - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 10.12%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 10.12% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
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.
Loading graphics...
Drawdown Indicators
| BUI | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -55.19% | +8.70% |
Max Drawdown (1Y)Largest decline over 1 year | -15.68% | -12.05% | -3.63% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -24.50% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -33.72% | -12.77% |
Current DrawdownCurrent decline from peak | -13.41% | -6.24% | -7.17% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -9.09% | +3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 2.52% | +1.49% |
Volatility
BUI vs. SPY - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 8.40% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUI | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.40% | 5.31% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.80% | 9.47% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.83% | 19.05% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 17.06% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 17.92% | +3.98% |