BUI vs. VOO
Compare and contrast key facts about BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUI or VOO.
Correlation
The correlation between BUI and VOO 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. VOO - Performance Comparison
Key characteristics
BUI:
1.03
VOO:
2.04
BUI:
1.46
VOO:
2.72
BUI:
1.18
VOO:
1.38
BUI:
0.88
VOO:
3.02
BUI:
3.86
VOO:
13.60
BUI:
3.35%
VOO:
1.88%
BUI:
12.57%
VOO:
12.52%
BUI:
-46.49%
VOO:
-33.99%
BUI:
-8.00%
VOO:
-3.52%
Returns By Period
In the year-to-date period, BUI achieves a 9.98% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, BUI has underperformed VOO with an annualized return of 8.09%, while VOO has yielded a comparatively higher 13.02% annualized return.
BUI
9.98%
-2.59%
5.20%
11.82%
6.74%
8.09%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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Risk-Adjusted Performance
BUI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BUI's dividend yield for the trailing twelve months is around 6.53%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.53% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BUI vs. VOO - Drawdown Comparison
The maximum BUI drawdown since its inception was -46.49%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BUI and VOO. For additional features, visit the drawdowns tool.
Volatility
BUI vs. VOO - Volatility Comparison
BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.70% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.