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 REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or VNQ.
Key characteristics
| BUI | VNQ | |
|---|---|---|
| YTD Return | 14.44% | 11.73% |
| 1Y Return | 31.17% | 33.45% |
| 3Y Return (Ann) | 2.78% | -0.66% |
| 5Y Return (Ann) | 8.74% | 4.94% |
| 10Y Return (Ann) | 8.64% | 6.12% |
| Sharpe Ratio | 2.19 | 1.83 |
| Sortino Ratio | 3.09 | 2.62 |
| Omega Ratio | 1.38 | 1.33 |
| Calmar Ratio | 1.28 | 1.01 |
| Martin Ratio | 9.65 | 7.04 |
| Ulcer Index | 3.01% | 4.45% |
| Daily Std Dev | 13.23% | 17.13% |
| Max Drawdown | -46.49% | -73.07% |
| Current Drawdown | -4.27% | -7.83% |
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.
Performance
BUI vs. VNQ - Performance Comparison
In the year-to-date period, BUI achieves a 14.44% return, which is significantly higher than VNQ's 11.73% return. Over the past 10 years, BUI has outperformed VNQ with an annualized return of 8.64%, while VNQ has yielded a comparatively lower 6.12% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BUI vs. VNQ - Risk-Adjusted Performance 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.
Dividends
BUI vs. VNQ - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.14%, more than VNQ's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.14% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
VNQ Vanguard Real Estate ETF | 3.80% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
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. For additional features, visit the drawdowns tool.
Volatility
BUI vs. VNQ - Volatility Comparison
The current volatility for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) is 3.58%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.30%. This indicates that BUI experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.