BUI vs. UTF
BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) and UTF (Cohen & Steers Infrastructure Fund, Inc) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BUI returned 10.94%/yr vs 11.49%/yr for UTF. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
BUI vs. UTF - Performance Comparison
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Returns By Period
In the year-to-date period, BUI achieves a 12.85% return, which is significantly lower than UTF's 20.28% return. Over the past 10 years, BUI has underperformed UTF with an annualized return of 10.94%, while UTF has yielded a comparatively higher 11.49% annualized return.
BUI
- 1D
- -0.29%
- 1M
- -4.49%
- 6M
- 4.81%
- YTD
- 12.85%
- 1Y
- 17.65%
- 3Y*
- 15.54%
- 5Y*
- 9.46%
- 10Y*
- 10.94%
- ALL TIME*
- 9.90%
UTF
- 1D
- -0.11%
- 1M
- 1.47%
- 6M
- 11.47%
- YTD
- 20.28%
- 1Y
- 14.01%
- 3Y*
- 15.30%
- 5Y*
- 7.78%
- 10Y*
- 11.49%
- ALL TIME*
- 11.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.55M | $1.68M | $1.99M | |
| $6.45M | $6.34M | $7.48M |
BUI vs. UTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 12.85% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
UTF Cohen & Steers Infrastructure Fund, Inc | 20.28% | 9.93% | 22.37% | -3.83% | -9.60% | 17.91% | 6.93% | 42.74% | -9.87% | 34.10% |
Correlation
The correlation between BUI and UTF is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 25, 2011 | 0.47 |
The correlation between BUI and UTF has been stable across timeframes, ranging from 0.46 to 0.51 - a consistent structural relationship.
Fundamentals
BUI:
$724.65M
UTF:
$2.69B
BUI:
$5.78
UTF:
$6.79
BUI:
4.72
UTF:
4.09
BUI:
0.14
UTF:
0.03
BUI:
4.41
UTF:
6.96
BUI:
1.11
UTF:
0.94
BUI:
$148.86M
UTF:
$387.16M
BUI:
$118.00M
UTF:
$388.42M
BUI:
$139.18M
UTF:
$765.72M
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Return for Risk
BUI vs. UTF — Risk / Return Rank
BUI
UTF
BUI vs. UTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Cohen & Steers Infrastructure Fund, Inc (UTF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BUI | UTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.41 | -0.12 |
| Martin ratioReturn relative to average drawdown | 3.51 | 2.88 | +0.64 |
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Drawdowns
BUI vs. UTF - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum UTF drawdown of -72.62%. Use the drawdown chart below to compare losses from any high point for BUI and UTF.
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Drawdown Indicators
| BUI | UTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -72.62% | +26.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -10.33% | -3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -15.30% | -19.00% | +3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -30.28% | +2.87% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -52.53% | +6.04% |
Current DrawdownCurrent decline from peak | -6.24% | -1.00% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -10.30% | +4.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.96% | 5.05% | -0.09% |
Volatility
BUI vs. UTF - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 3.13% compared to Cohen & Steers Infrastructure Fund, Inc (UTF) at 2.59%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than UTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUI | UTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 2.59% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 7.98% | +3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 12.46% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 18.20% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 23.30% | -1.49% |
Dividends
BUI vs. UTF - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 9.67%, more than UTF's 6.82% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.67% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
UTF Cohen & Steers Infrastructure Fund, Inc | 6.82% | 7.62% | 7.74% | 8.76% | 7.75% | 6.53% | 7.20% | 7.10% | 10.12% | 7.37% | 10.51% | 8.39% |
Financials
BUI vs. UTF - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Utilities, Infrastructure & Power Opportunities Trust and Cohen & Steers Infrastructure Fund, Inc. 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
Frequently Asked Questions
BUI and UTF have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.13%) compared to UTF (2.59%). In terms of maximum drawdown, BUI dropped -46.49% vs UTF's -72.62%.
UTF currently has the higher Sharpe Ratio (1.17 vs 1.13), 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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