BUI vs LSGR
Comparison between BlackRock Utility Infrastructure & Power Opportunities Trust (BUI, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).
BUI vs LSGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BUI
$841M
LSGR
$839M
Expense Ratio
BUI
N/A
LSGR
0.59%
Max Drawdown
BUI
48.35%
Winner
LSGR
22.97%
Sharpe Ratio
Winner
BUI
1.06
LSGR
-0.11
5Y Beta
Winner
BUI
0.39
LSGR
1.20
P/E Ratio
BUI
N/A
LSGR
33.85
Forward P/E
BUI
N/A
LSGR
24.67
PEG Ratio
BUI
N/A
LSGR
0.63
5Y Dividends CAGR
BUI
14.38%
LSGR
N/A
5Y EPS CAGR
BUI
N/A
LSGR
39.21%
Debt to Equity
BUI
N/A
LSGR
49.75%
P/S Ratio
BUI
N/A
LSGR
6.61
P/B Ratio
BUI
N/A
LSGR
8.50
BUI vs LSGR - Historical Returns
Returns include dividend reinvestment.
1M
BUI
-0.75%
Winner
LSGR
+0.83%
3M
Winner
BUI
+4.27%
LSGR
-1.57%
6M
Winner
BUI
+11.03%
LSGR
-2.51%
1Y
Winner
BUI
+20.59%
LSGR
-0.02%
5Y(CAGR)
BUI
+9.98%
LSGR
N/A
10Y(CAGR)
BUI
+10.90%
LSGR
N/A
Max(CAGR)
BUI
+10.01%
Winner
LSGR
+19.03%
BUI vs LSGR - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BUI | LSGR |
|---|---|---|
| 2026 | +13.67% | -4.30% |
| 2025 | +23.69% | +15.76% |
| 2024 | +13.86% | +40.59% |
| 2023 | +11.06% | +12.34% |
| 2022 | -16.85% | N/A |
| 2021 | +13.57% | N/A |
| 2020 | +20.26% | N/A |
| 2019 | +21.31% | N/A |
| 2018 | -0.51% | N/A |
| 2017 | +25.01% | N/A |
| 2016 | +18.42% | N/A |
| 2015 | -11.82% | N/A |
| 2014 | +25.02% | N/A |
| 2013 | +6.15% | N/A |
| 2012 | -3.51% | N/A |
| 2011 | +0.00% | N/A |
BUI vs LSGR Drawdown Comparison
The maximum drawdown for BUI was -46.53%, occurring on Mar 18, 2020. Recovery took 262 trading sessions.
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current BUI drawdown is -4.83%. The current LSGR drawdown is -8.01%.
| Rank | BUI | LSGR |
|---|---|---|
| #1 | -46.53% Sep 30, 2019 - Oct 13, 2020 | -22.92% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -27.42% Nov 15, 2021 - Aug 28, 2024 | -18.13% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -21.97% Jan 29, 2015 - May 25, 2016 | -12.95% Jul 10, 2024 - Oct 8, 2024 |
| #4 | -13.69% Sep 30, 2024 - May 12, 2025 | -11.58% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -13.57% Mar 4, 2026 - Mar 23, 2026 | -8.70% Mar 22, 2024 - Jun 5, 2024 |
| #6 | -13.56% Sep 11, 2018 - Feb 12, 2019 | -6.47% Dec 11, 2024 - Jan 23, 2025 |
| #7 | -12.47% Aug 1, 2016 - Feb 8, 2017 | -3.32% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -12.39% May 8, 2013 - Feb 14, 2014 | -3.17% Dec 27, 2023 - Jan 10, 2024 |
| #9 | -10.80% Feb 16, 2021 - May 3, 2021 | -3.04% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -10.38% Jul 29, 2014 - Nov 11, 2014 | -2.63% Mar 1, 2024 - Mar 20, 2024 |
| #11 | -10.09% Jan 25, 2018 - Aug 13, 2018 | -2.61% Feb 15, 2024 - Feb 22, 2024 |
| #12 | -9.36% Dec 1, 2011 - Jul 10, 2012 | -2.59% Aug 18, 2025 - Sep 9, 2025 |
| #13 | -9.19% Sep 7, 2012 - Jan 24, 2013 | -2.57% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -8.89% Sep 15, 2021 - Nov 12, 2021 | -2.49% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -8.58% Oct 14, 2020 - Nov 10, 2020 | -2.11% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between BUI and LSGR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2012 - 2026)
BUI vs LSGR dividend yield comparison.
| Year | BUI | LSGR |
|---|---|---|
| 2026 | 3.48% | 0.00% |
| 2025 | 10.40% | 0.05% |
| 2024 | 6.26% | 0.08% |
| 2023 | 6.65% | 0.03% |
| 2022 | 6.99% | 0.00% |
| 2021 | 5.45% | 0.00% |
| 2020 | 5.80% | 0.00% |
| 2019 | 6.51% | 0.00% |
| 2018 | 7.35% | 0.00% |
| 2017 | 6.71% | 0.00% |
| 2016 | 7.88% | 0.00% |
| 2015 | 8.65% | 0.00% |
| 2014 | 6.41% | 0.00% |
| 2013 | 8.12% | 0.00% |
| 2012 | 8.11% | 0.00% |
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