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 0.40, 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. VOO - Performance Comparison
Key characteristics
BUI:
1.49
VOO:
2.21
BUI:
2.11
VOO:
2.92
BUI:
1.26
VOO:
1.41
BUI:
1.31
VOO:
3.34
BUI:
6.22
VOO:
14.07
BUI:
3.11%
VOO:
2.01%
BUI:
12.95%
VOO:
12.80%
BUI:
-46.49%
VOO:
-33.99%
BUI:
-2.96%
VOO:
-1.36%
Returns By Period
In the year-to-date period, BUI achieves a 1.20% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, BUI has underperformed VOO with an annualized return of 8.61%, while VOO has yielded a comparatively higher 13.37% annualized return.
BUI
1.20%
5.01%
6.70%
19.31%
7.56%
8.61%
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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Risk-Adjusted Performance
BUI vs. VOO — Risk-Adjusted Performance Rank
BUI
VOO
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 6.29%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.29% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% |
Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) has a higher volatility of 6.06% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that BUI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.