BUI vs. TPVG
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and TPVG (TriplePoint Venture Growth BDC Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BUI returned 11.23%/yr vs 5.90%/yr for TPVG. At a 0.23 correlation, their price movements are largely independent.
Performance
BUI vs. TPVG - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 11.75% return, which is significantly higher than TPVG's -13.18% return. Over the past 10 years, BUI has outperformed TPVG with an annualized return of 11.23%, while TPVG has yielded a comparatively lower 5.90% annualized return.
BUI
- 1D
- 0.00%
- 1M
- 0.12%
- YTD
- 11.75%
- 6M
- 15.59%
- 1Y
- 26.50%
- 3Y*
- 15.62%
- 5Y*
- 8.51%
- 10Y*
- 11.23%
TPVG
- 1D
- 1.12%
- 1M
- -5.89%
- YTD
- -13.18%
- 6M
- -11.63%
- 1Y
- -11.14%
- 3Y*
- -9.35%
- 5Y*
- -7.71%
- 10Y*
- 5.90%
BUI vs. TPVG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 11.75% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
TPVG TriplePoint Venture Growth BDC Corp. | -13.18% | 3.93% | -20.01% | 20.29% | -34.65% | 50.54% | 5.70% | 44.22% | -2.83% | 19.62% |
Correlation
The correlation between BUI and TPVG is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2014 | 0.23 |
The correlation between BUI and TPVG shifts across timeframes, from -0.04 (1 year) to 0.29 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BUI:
$657.45M
TPVG:
$219.87M
BUI:
$5.95
TPVG:
$1.14
BUI:
4.59
TPVG:
4.76
BUI:
0.13
TPVG:
0.22
BUI:
4.29
TPVG:
2.36
BUI:
1.11
TPVG:
0.63
BUI:
$148.86M
TPVG:
$92.89M
BUI:
$118.00M
TPVG:
$65.21M
BUI:
$139.18M
TPVG:
$63.04M
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Return for Risk
BUI vs. TPVG — Risk / Return Rank
BUI
TPVG
BUI vs. TPVG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and TriplePoint Venture Growth BDC Corp. (TPVG). 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 | TPVG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.11 | ||
| Sortino ratioReturn per unit of downside risk | +2.81 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 0.97 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | -0.35 | +2.32 |
| Martin ratioReturn relative to average drawdown | 5.62 | -0.71 | +6.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BUI | TPVG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | -0.35 | +2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.25 | +0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.09 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.06 | +0.45 |
Drawdowns
BUI vs. TPVG - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum TPVG drawdown of -81.78%. Use the drawdown chart below to compare losses from any high point for BUI and TPVG.
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Drawdown Indicators
| BUI | TPVG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -81.78% | +35.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -31.61% | +18.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.27% | -44.54% | +26.27% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -54.79% | +27.38% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -81.78% | +35.29% |
Current DrawdownCurrent decline from peak | -7.16% | -45.45% | +38.29% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -18.39% | +12.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 15.67% | -10.95% |
Volatility
BUI vs. TPVG - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 3.67%, while TriplePoint Venture Growth BDC Corp. (TPVG) has a volatility of 8.57%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than TPVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUI | TPVG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 8.57% | -4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 24.86% | -12.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.15% | 32.09% | -16.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 31.57% | -14.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 67.76% | -45.94% |
Dividends
BUI vs. TPVG - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.57%, less than TPVG's 18.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.57% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
TPVG TriplePoint Venture Growth BDC Corp. | 18.60% | 16.51% | 18.97% | 14.73% | 14.86% | 8.02% | 11.81% | 10.13% | 14.14% | 11.35% | 12.22% | 12.04% |
Financials
BUI vs. TPVG - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and TriplePoint Venture Growth BDC Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BUI vs. TPVG - Profitability Comparison
BUI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported a gross profit of 86.06M and revenue of 89.13M. Therefore, the gross margin over that period was 96.6%.
TPVG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TriplePoint Venture Growth BDC Corp. reported a gross profit of 0.00 and revenue of 22.78M. Therefore, the gross margin over that period was 0.0%.
BUI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported an operating income of 32.74M and revenue of 89.13M, resulting in an operating margin of 36.7%.
TPVG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TriplePoint Venture Growth BDC Corp. reported an operating income of 0.00 and revenue of 22.78M, resulting in an operating margin of 0.0%.
BUI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock Utilities, Infrastructure & Power Opportunities Trust reported a net income of 32.78M and revenue of 89.13M, resulting in a net margin of 36.8%.
TPVG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TriplePoint Venture Growth BDC Corp. reported a net income of 9.56M and revenue of 22.78M, resulting in a net margin of 42.0%.
Frequently Asked Questions
BUI and TPVG have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TPVG has higher volatility (8.57%) compared to BUI (3.67%). In terms of maximum drawdown, BUI dropped -46.49% vs TPVG's -81.78%.
BUI currently has the higher Sharpe Ratio (1.76 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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