EFR vs. BUI
EFR (Eaton Vance Senior Floating-Rate Trust) and BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, EFR returned 5.73%/yr vs 11.37%/yr for BUI. At a 0.22 correlation, their price movements are largely independent.
Performance
EFR vs. BUI - Performance Comparison
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Returns By Period
In the year-to-date period, EFR achieves a -2.12% return, which is significantly lower than BUI's 16.11% return. Over the past 10 years, EFR has underperformed BUI with an annualized return of 5.73%, while BUI has yielded a comparatively higher 11.37% annualized return.
EFR
- 1D
- -0.29%
- 1M
- 0.44%
- YTD
- -2.12%
- 6M
- -1.41%
- 1Y
- -3.43%
- 3Y*
- 6.64%
- 5Y*
- 3.27%
- 10Y*
- 5.73%
BUI
- 1D
- 0.61%
- 1M
- 0.84%
- YTD
- 16.11%
- 6M
- 16.42%
- 1Y
- 29.50%
- 3Y*
- 18.47%
- 5Y*
- 10.05%
- 10Y*
- 11.37%
EFR vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | -2.12% | -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 | 16.11% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
Correlation
The correlation between EFR and BUI is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | 0.22 |
The correlation between EFR and BUI shifts across timeframes, from 0.12 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EFR:
$93.95M
BUI:
$148.86M
EFR:
$86.69M
BUI:
$118.00M
EFR:
$109.68M
BUI:
$139.18M
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EFR | BUI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.31 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.37 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.18 | -2.48 |
| Martin ratioReturn relative to average drawdown | -0.62 | 6.18 | -6.79 |
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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 | -11.49% | -13.57% | +2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -18.30% | -18.27% | -0.03% |
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 | -11.14% | -3.54% | -7.60% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -6.01% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 4.79% | +0.79% |
Volatility
EFR vs. BUI - Volatility Comparison
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 1.88%, 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.
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Volatility by Period
| EFR | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 3.93% | -2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.61% | 12.31% | -5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.00% | 15.23% | -7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.06% | 17.01% | -3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 21.81% | -6.88% |
Dividends
EFR vs. BUI - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 8.89%, less than BUI's 9.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.27% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
EFR Eaton Vance Senior Floating-Rate Trust | 8.89% | 9.53% | 9.76% | 10.37% | 10.39% | 5.62% | 6.39% | 7.34% | 7.46% | 5.42% | 5.82% | 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
Frequently Asked Questions
EFR and BUI have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BUI has higher volatility (3.93%) compared to EFR (1.88%). In terms of maximum drawdown, EFR dropped -60.55% vs BUI's -46.49%.
BUI currently has the higher Sharpe Ratio (1.95 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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