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.
Key characteristics
| EFR | BUI | |
|---|---|---|
| YTD Return | 10.36% | 12.80% |
| 1Y Return | 15.99% | 27.40% |
| 3Y Return (Ann) | 3.44% | 1.42% |
| 5Y Return (Ann) | 8.46% | 8.35% |
| 10Y Return (Ann) | 6.59% | 8.65% |
| Sharpe Ratio | 1.76 | 2.38 |
| Sortino Ratio | 2.34 | 3.35 |
| Omega Ratio | 1.33 | 1.41 |
| Calmar Ratio | 2.59 | 1.54 |
| Martin Ratio | 11.07 | 10.18 |
| Ulcer Index | 1.49% | 3.06% |
| Daily Std Dev | 9.34% | 13.11% |
| Max Drawdown | -60.67% | -46.49% |
| Current Drawdown | -0.46% | -5.64% |
Fundamentals
| EFR | BUI | |
|---|---|---|
| Market Cap | $375.23M | $523.23M |
| EPS | $1.69 | $0.73 |
| PE Ratio | 7.60 | 31.89 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | $28.97M | $29.51M |
| Gross Profit (TTM) | $28.97M | $24.39M |
| EBITDA (TTM) | $5.17M | $16.35M |
Correlation
The correlation between EFR and BUI is 0.23, 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
In the year-to-date period, EFR achieves a 10.36% return, which is significantly lower than BUI's 12.80% return. Over the past 10 years, EFR has underperformed BUI with an annualized return of 6.59%, while BUI has yielded a comparatively higher 8.65% 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
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 9.98%, more than BUI's 5.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 9.98% | 9.42% | 9.63% | 5.60% | 5.87% | 7.34% | 7.46% | 5.43% | 5.82% | 7.59% | 6.14% | 7.03% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 5.71% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% | 7.00% | 8.10% |
Drawdowns
EFR vs. BUI - Drawdown Comparison
The maximum EFR drawdown since its inception was -60.67%, 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
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 1.71%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 3.65%. 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.
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