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.
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.
Performance
EFR vs. BUI - Performance Comparison
Loading data...
Key characteristics
EFR:
0.06
BUI:
1.07
EFR:
0.17
BUI:
1.48
EFR:
1.03
BUI:
1.21
EFR:
0.05
BUI:
1.22
EFR:
0.19
BUI:
3.94
EFR:
4.67%
BUI:
4.22%
EFR:
13.21%
BUI:
15.79%
EFR:
-60.57%
BUI:
-46.49%
EFR:
-7.35%
BUI:
-0.90%
Fundamentals
EFR:
$351.19M
BUI:
$548.36M
EFR:
$1.55
BUI:
$1.59
EFR:
7.72
BUI:
15.19
EFR:
0.00
BUI:
0.00
EFR:
6.17
BUI:
14.95
EFR:
0.93
BUI:
1.07
Returns By Period
In the year-to-date period, EFR achieves a -2.90% return, which is significantly lower than BUI's 6.18% return. Over the past 10 years, EFR has underperformed BUI with an annualized return of 5.89%, while BUI has yielded a comparatively higher 9.35% annualized return.
EFR
-2.90%
0.59%
-3.63%
0.36%
9.47%
10.13%
5.89%
BUI
6.18%
2.61%
4.91%
14.87%
9.42%
9.68%
9.35%
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.
Loading data...
Dividends
EFR vs. BUI - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 10.28%, more than BUI's 6.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 10.28% | 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 | 6.39% | 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.
Loading data...
Volatility
EFR vs. BUI - Volatility Comparison
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 1.77%, while BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) has a volatility of 3.93%. 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.
Loading data...
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