IDE vs. BUI
IDE (Voya Infrastructure, Industrials and Materials Fund) is Industrials Equities fund managed by Voya, while BUI (BlackRock Utilities, Infrastructure & Power Opportunities Trust) is a stock. Over the past 10 years, IDE returned 11.12%/yr vs 11.18%/yr for BUI. At a 0.38 correlation, their price movements are largely independent.
Performance
IDE vs. BUI - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both investments are quite close, with IDE having a 14.80% return and BUI slightly higher at 15.41%. Both investments have delivered pretty close results over the past 10 years, with IDE having a 11.12% annualized return and BUI not far ahead at 11.18%.
IDE
- 1D
- -0.37%
- 1M
- -1.03%
- 6M
- 12.42%
- YTD
- 14.80%
- 1Y
- 28.24%
- 3Y*
- 23.08%
- 5Y*
- 10.59%
- 10Y*
- 11.12%
BUI
- 1D
- -0.67%
- 1M
- -0.83%
- 6M
- 14.56%
- YTD
- 15.41%
- 1Y
- 20.94%
- 3Y*
- 16.10%
- 5Y*
- 9.82%
- 10Y*
- 11.18%
IDE vs. BUI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDE Voya Infrastructure, Industrials and Materials Fund | 14.80% | 34.61% | 10.91% | 22.04% | -16.54% | 26.27% | -1.06% | 13.49% | -24.48% | 39.58% |
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 15.41% | 21.79% | 14.62% | 12.29% | -16.77% | 12.48% | 20.30% | 20.60% | -1.81% | 26.06% |
Correlation
The correlation between IDE and BUI is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2011 | 0.38 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IDE vs. BUI — Risk / Return Rank
IDE
BUI
IDE vs. BUI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Infrastructure, Industrials and Materials Fund (IDE) 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.
| IDE | BUI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.27 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.55 | +0.43 |
| Martin ratioReturn relative to average drawdown | 7.00 | 4.35 | +2.65 |
Loading charts...
Drawdowns
IDE vs. BUI - Drawdown Comparison
The maximum IDE drawdown since its inception was -52.43%, which is greater than BUI's maximum drawdown of -46.49%. Use the drawdown chart below to compare losses from any high point for IDE and BUI.
Loading charts...
Drawdown Indicators
| IDE | BUI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.43% | -46.49% | -5.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -13.57% | -0.77% |
Max Drawdown (3Y)Largest decline over 3 years | -18.30% | -18.27% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -27.41% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -52.43% | -46.49% | -5.94% |
Current DrawdownCurrent decline from peak | -2.80% | -4.12% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -6.00% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 4.82% | -0.78% |
Volatility
IDE vs. BUI - Volatility Comparison
Voya Infrastructure, Industrials and Materials Fund (IDE) has a higher volatility of 4.17% compared to BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) at 3.79%. This indicates that IDE'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.
Loading charts...
Volatility by Period
| IDE | BUI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 3.79% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 11.09% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 15.23% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 17.00% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.84% | 21.81% | -0.97% |
Dividends
IDE vs. BUI - Dividend Comparison
IDE's dividend yield for the trailing twelve months is around 8.88%, less than BUI's 9.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 9.32% | 10.39% | 6.26% | 6.65% | 6.99% | 5.45% | 5.80% | 6.51% | 7.35% | 6.72% | 7.89% | 8.65% |
IDE Voya Infrastructure, Industrials and Materials Fund | 8.88% | 9.76% | 11.12% | 9.00% | 9.99% | 7.58% | 8.89% | 9.02% | 16.46% | 6.88% | 10.67% | 12.56% |
Frequently Asked Questions
IDE and BUI have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDE has higher volatility (4.17%) compared to BUI (3.79%). In terms of maximum drawdown, IDE dropped -52.43% vs BUI's -46.49%.
IDE currently has the higher Sharpe Ratio (1.96 vs 1.38), 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.
Find the right allocation for IDE and BUI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer