BUI vs. VNQ
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Vanguard Real Estate ETF (VNQ).
VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
BUI vs. VNQ - Performance Comparison
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BUI vs. VNQ - 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% |
VNQ Vanguard Real Estate ETF | 1.31% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
Returns By Period
In the year-to-date period, BUI achieves a 4.23% return, which is significantly higher than VNQ's 1.31% return. Over the past 10 years, BUI has outperformed VNQ with an annualized return of 11.44%, while VNQ has yielded a comparatively lower 4.65% 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%
VNQ
- 1D
- 1.57%
- 1M
- -6.31%
- YTD
- 1.31%
- 6M
- -1.04%
- 1Y
- 1.86%
- 3Y*
- 6.44%
- 5Y*
- 2.79%
- 10Y*
- 4.65%
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Return for Risk
BUI vs. VNQ — Risk / Return Rank
BUI
VNQ
BUI vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Vanguard Real Estate ETF (VNQ). 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 | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.11 | +1.53 |
Sortino ratioReturn per unit of downside risk | 2.17 | 0.27 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.04 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 0.23 | +1.67 |
Martin ratioReturn relative to average drawdown | 7.41 | 0.88 | +6.52 |
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 | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.11 | +1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.15 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.23 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.26 | +0.23 |
Correlation
The correlation between BUI and VNQ 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.
Dividends
BUI vs. VNQ - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 10.12%, more than VNQ's 3.93% 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% |
VNQ Vanguard Real Estate ETF | 3.93% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
BUI vs. VNQ - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for BUI and VNQ.
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Drawdown Indicators
| BUI | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.49% | -73.07% | +26.58% |
Max Drawdown (1Y)Largest decline over 1 year | -15.68% | -12.44% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -27.41% | -34.48% | +7.07% |
Max Drawdown (10Y)Largest decline over 10 years | -46.49% | -42.40% | -4.09% |
Current DrawdownCurrent decline from peak | -13.41% | -9.57% | -3.84% |
Average DrawdownAverage peak-to-trough decline | -6.01% | -13.71% | +7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.01% | 3.18% | +0.83% |
Volatility
BUI vs. VNQ - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a higher volatility of 8.40% compared to Vanguard Real Estate ETF (VNQ) at 4.52%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUI | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.40% | 4.52% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.80% | 9.29% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.83% | 16.33% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 18.81% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 20.71% | +1.19% |