BUI vs SDVD

Comparison between BlackRock Utility Infrastructure & Power Opportunities Trust (BUI, ETF) and FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (SDVD, ETF).

BUI vs SDVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUI(ETF)	SDVD(ETF)
Net Assets	$831M	$831M
Expense Ratio	N/A	0.85%
Max Drawdown	48.35%	26.71%
Sharpe Ratio	1.62	1.23
5Y Beta	0.40	0.87
P/E Ratio	N/A	16.99
Forward P/E	N/A	15.31
PEG Ratio	N/A	0.25
5Y Dividends CAGR	14.17%	N/A
5Y EPS CAGR	N/A	17.90%
Debt to Equity	N/A	14.05%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	2.45

Net Assets

BUI

$831M

Winner

SDVD

$831M

Expense Ratio

BUI

N/A

SDVD

0.85%

Max Drawdown

BUI

48.35%

Winner

SDVD

26.71%

Sharpe Ratio

Winner

BUI

1.62

SDVD

1.23

5Y Beta

Winner

BUI

0.40

SDVD

0.87

P/E Ratio

BUI

N/A

SDVD

16.99

Forward P/E

BUI

N/A

SDVD

15.31

PEG Ratio

BUI

N/A

SDVD

0.25

5Y Dividends CAGR

BUI

14.17%

SDVD

N/A

5Y EPS CAGR

BUI

N/A

SDVD

17.90%

Debt to Equity

BUI

N/A

SDVD

14.05%

P/S Ratio

BUI

N/A

SDVD

2.02

P/B Ratio

BUI

N/A

SDVD

2.45

BUI vs SDVD - Historical Returns

Returns include dividend reinvestment.

Period	BUI	SDVD
1 month	+4.23%	+1.99%
3 months	+7.01%	+6.84%
6 months	+20.41%	+8.53%
1 year	+28.98%	+22.59%
5 years(CAGR)	+9.31%	N/A
10 years(CAGR)	+11.87%	N/A
Max(CAGR)	+10.20%	+14.84%

Winner

BUI

+4.23%

SDVD

+1.99%

Winner

BUI

+7.01%

SDVD

+6.84%

Winner

BUI

+20.41%

SDVD

+8.53%

Winner

BUI

+28.98%

SDVD

+22.59%

5Y(CAGR)

BUI

+9.31%

SDVD

N/A

10Y(CAGR)

BUI

+11.87%

SDVD

N/A

Max(CAGR)

BUI

+10.20%

Winner

SDVD

+14.84%

BUI vs SDVD - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BUI	SDVD
2026	+15.48%	+9.53%
2025	+23.69%	+9.04%
2024	+13.86%	+12.70%
2023	+11.06%	+10.26%
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 SDVD Drawdown Comparison

The maximum drawdown for BUI was -46.53%, occurring on Mar 18, 2020. Recovery took 262 trading sessions.

The maximum drawdown for SDVD was -24.15%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The current BUI drawdown is -3.31%. The current SDVD drawdown is -0.73%.

Rank	BUI	SDVD
#1	-46.53% Sep 30, 2019 - Oct 13, 2020	-24.15% Nov 25, 2024 - Dec 11, 2025
#2	-27.42% Nov 15, 2021 - Aug 28, 2024	-11.02% Sep 1, 2023 - Dec 1, 2023
#3	-21.97% Jan 29, 2015 - May 25, 2016	-9.67% Jul 31, 2024 - Oct 11, 2024
#4	-13.69% Sep 30, 2024 - May 12, 2025	-8.75% Feb 26, 2026 - Mar 30, 2026
#5	-13.57% Mar 4, 2026 - Mar 23, 2026	-6.86% Mar 28, 2024 - Jul 15, 2024
#6	-13.56% Sep 11, 2018 - Feb 12, 2019	-5.38% Dec 26, 2023 - Feb 29, 2024
#7	-12.47% Aug 1, 2016 - Feb 8, 2017	-3.95% Aug 11, 2023 - Sep 1, 2023
#8	-12.39% May 8, 2013 - Feb 14, 2014	-3.92% Oct 17, 2024 - Nov 6, 2024
#9	-10.80% Feb 16, 2021 - May 3, 2021	-2.50% Nov 11, 2024 - Nov 22, 2024
#10	-10.38% Jul 29, 2014 - Nov 11, 2014	-2.40% Dec 11, 2025 - Jan 5, 2026
#11	-10.09% Jan 25, 2018 - Aug 13, 2018	-2.40% Feb 20, 2026 - Feb 26, 2026
#12	-9.36% Dec 1, 2011 - Jul 10, 2012	-2.36% Jul 16, 2024 - Jul 26, 2024
#13	-9.19% Sep 7, 2012 - Jan 24, 2013	-1.59% Jan 15, 2026 - Jan 21, 2026
#14	-8.89% Sep 15, 2021 - Nov 12, 2021	-1.51% Jan 21, 2026 - Feb 2, 2026
#15	-8.58% Oct 14, 2020 - Nov 10, 2020	-1.37% Dec 19, 2023 - Dec 22, 2023

Correlation

Correlation between BUI and SDVD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2012 - 2026)

BUI vs SDVD dividend yield comparison.

Year	BUI	SDVD
2026	2.37%	4.12%
2025	10.40%	8.36%
2024	6.26%	9.26%
2023	6.65%	3.18%
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%