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 0.39, 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.
Performance
BUI vs. SPY - Performance Comparison
Key characteristics
BUI:
0.79
SPY:
2.17
BUI:
1.15
SPY:
2.88
BUI:
1.14
SPY:
1.41
BUI:
0.68
SPY:
3.19
BUI:
2.95
SPY:
14.10
BUI:
3.40%
SPY:
1.90%
BUI:
12.64%
SPY:
12.39%
BUI:
-46.49%
SPY:
-55.19%
BUI:
-9.47%
SPY:
-3.19%
Returns By Period
In the year-to-date period, BUI achieves a 8.22% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, BUI has underperformed SPY with an annualized return of 7.91%, while SPY has yielded a comparatively higher 12.92% annualized return.
BUI
8.22%
-4.43%
2.63%
11.59%
6.38%
7.91%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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 6.63%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.63% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.96% compared to SPDR S&P 500 ETF (SPY) at 3.64%. 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.