EFR vs. BUI
Compare and contrast key facts about Eaton Vance Senior Floating-Rate Trust (EFR) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFR or BUI.
Correlation
The correlation between EFR and BUI is 0.31, 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
EFR vs. BUI - Performance Comparison
Key characteristics
EFR:
-0.06
BUI:
1.06
EFR:
0.01
BUI:
1.49
EFR:
1.00
BUI:
1.20
EFR:
-0.04
BUI:
1.22
EFR:
-0.19
BUI:
3.92
EFR:
4.22%
BUI:
4.26%
EFR:
13.37%
BUI:
15.77%
EFR:
-60.57%
BUI:
-46.49%
EFR:
-9.13%
BUI:
-0.27%
Fundamentals
EFR:
$350.60M
BUI:
$533.80M
EFR:
$1.55
BUI:
$1.59
EFR:
7.71
BUI:
14.89
EFR:
0.00
BUI:
0.00
EFR:
6.18
BUI:
14.66
EFR:
0.93
BUI:
1.04
Returns By Period
In the year-to-date period, EFR achieves a -4.76% return, which is significantly lower than BUI's 4.01% return. Over the past 10 years, EFR has underperformed BUI with an annualized return of 5.61%, while BUI has yielded a comparatively higher 9.24% annualized return.
EFR
-4.76%
11.23%
-3.41%
-1.04%
11.08%
5.61%
BUI
4.01%
15.25%
7.40%
14.54%
11.70%
9.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EFR vs. BUI — Risk-Adjusted Performance Rank
EFR
BUI
EFR vs. BUI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Floating-Rate Trust (EFR) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI). 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
EFR vs. BUI - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 10.66%, more than BUI's 6.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 10.66% | 9.76% | 9.42% | 9.65% | 5.62% | 5.87% | 7.34% | 7.46% | 5.42% | 5.80% | 7.55% | 6.11% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 6.42% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% |
Drawdowns
EFR vs. BUI - Drawdown Comparison
The maximum EFR drawdown since its inception was -60.57%, which is greater than BUI's maximum drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for EFR and BUI. For additional features, visit the drawdowns tool.
Volatility
EFR vs. BUI - Volatility Comparison
Eaton Vance Senior Floating-Rate Trust (EFR) has a higher volatility of 6.23% compared to BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) at 5.69%. This indicates that EFR's price experiences larger fluctuations and is considered to be riskier than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EFR vs. BUI - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Senior Floating-Rate Trust and BlackRock Utilities, Infrastructure & Power Opportunities Trust. 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