EFR vs. BUI
Compare and contrast key facts about Eaton Vance Senior Floating-Rate Trust (EFR) and BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI).
Performance
EFR vs. BUI - Performance Comparison
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EFR vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | -3.43% | -4.85% | 11.32% | 29.25% | -18.73% | 22.88% | 0.83% | 16.43% | -6.96% | 3.37% |
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% |
Fundamentals
EFR:
$93.95M
BUI:
$148.86M
EFR:
$86.69M
BUI:
$118.00M
EFR:
$109.68M
BUI:
$139.18M
Returns By Period
In the year-to-date period, EFR achieves a -3.43% return, which is significantly lower than BUI's 4.23% return. Over the past 10 years, EFR has underperformed BUI with an annualized return of 6.12%, while BUI has yielded a comparatively higher 11.44% annualized return.
EFR
- 1D
- 3.03%
- 1M
- -0.46%
- YTD
- -3.43%
- 6M
- -3.86%
- 1Y
- -6.08%
- 3Y*
- 7.85%
- 5Y*
- 3.73%
- 10Y*
- 6.12%
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%
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Return for Risk
EFR vs. BUI — Risk / Return Rank
EFR
BUI
EFR vs. BUI - Risk-Adjusted Trends 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.
| EFR | BUI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.48 | 1.64 | -2.12 |
Sortino ratioReturn per unit of downside risk | -0.57 | 2.17 | -2.74 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.34 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.48 | 1.89 | -2.37 |
Martin ratioReturn relative to average drawdown | -1.28 | 7.41 | -8.68 |
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
| EFR | BUI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.48 | 1.64 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.48 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.52 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.49 | -0.21 |
Correlation
The correlation between EFR and BUI is 0.22, 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
EFR vs. BUI - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 9.51%, less than BUI's 10.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 9.51% | 9.53% | 9.76% | 10.37% | 10.39% | 5.62% | 6.39% | 7.34% | 7.46% | 5.42% | 5.82% | 6.95% |
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% |
Drawdowns
EFR vs. BUI - Drawdown Comparison
The maximum EFR drawdown since its inception was -60.55%, 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.
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Drawdown Indicators
| EFR | BUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.55% | -46.49% | -14.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -15.68% | +3.84% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -27.41% | +2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -42.04% | -46.49% | +4.45% |
Current DrawdownCurrent decline from peak | -12.32% | -13.41% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -6.01% | -2.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.71% | 4.01% | +0.70% |
Volatility
EFR vs. BUI - Volatility Comparison
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 4.82%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 8.40%. This indicates that EFR experiences smaller price fluctuations and is considered to be less risky than BUI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFR | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 8.40% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 6.13% | 13.80% | -7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.64% | 17.83% | -5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.01% | 17.21% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.95% | 21.90% | -6.95% |
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