FDD vs BUI

Comparison between FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF) and BlackRock Utility Infrastructure & Power Opportunities Trust (BUI, ETF).

5-Year PerformanceFDD has outperformed BUI, delivering a return of +10.7% compared to +8.1%

FDD vs BUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDD(ETF)	BUI(ETF)
Net Assets	$860M	$855M
Expense Ratio	0.56%	N/A
Max Drawdown	76.57%	48.35%
Sharpe Ratio	1.58	1.43
5Y Beta	0.64	0.40
5Y Dividends CAGR	7.48%	14.17%

Net Assets

Winner

FDD

$860M

BUI

$855M

Expense Ratio

FDD

0.56%

BUI

N/A

Max Drawdown

FDD

76.57%

Winner

BUI

48.35%

Sharpe Ratio

Winner

FDD

1.58

BUI

1.43

5Y Beta

FDD

0.64

Winner

BUI

0.40

5Y Dividends CAGR

FDD

7.48%

Winner

BUI

14.17%

FDD vs BUI - Historical Returns

Returns include dividend reinvestment.

Period	FDD	BUI
1 month	+0.52%	-1.70%
3 months	+8.37%	-6.36%
6 months	+15.84%	+14.83%
1 year	+30.65%	+27.64%
5 years(CAGR)	+10.72%	+8.09%
10 years(CAGR)	+9.78%	+10.99%
Max(CAGR)	+2.43%	+9.91%

Winner

FDD

+0.52%

BUI

-1.70%

Winner

FDD

+8.37%

BUI

-6.36%

Winner

FDD

+15.84%

BUI

+14.83%

Winner

FDD

+30.65%

BUI

+27.64%

5Y(CAGR)

Winner

FDD

+10.72%

BUI

+8.09%

10Y(CAGR)

FDD

+9.78%

Winner

BUI

+10.99%

Max(CAGR)

FDD

+2.43%

Winner

BUI

+9.91%

FDD vs BUI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FDD	BUI
2026	+8.19%	+10.89%
2025	+63.19%	+23.69%
2024	+0.98%	+13.86%
2023	+11.77%	+11.06%
2022	-16.60%	-16.85%
2021	+14.76%	+13.57%
2020	-4.96%	+20.26%
2019	+24.34%	+21.31%
2018	-9.47%	-0.51%
2017	+18.18%	+25.01%
2016	+3.66%	+18.42%
2015	-2.13%	-11.82%
2014	-0.26%	+25.02%
2013	+17.15%	+6.15%
2012	+9.83%	-3.51%
2011	-9.86%	+0.00%
2010	-1.26%	N/A
2009	+31.14%	N/A
2008	-60.17%	N/A
2007	+1.65%	N/A

FDD vs BUI Drawdown Comparison

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

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

The current FDD drawdown is -3.57%. The current BUI drawdown is -7.15%.

Rank	FDD	BUI
#1	-74.73% Oct 31, 2007 - Mar 18, 2025	-46.53% Sep 30, 2019 - Oct 13, 2020
#2	-12.90% Mar 18, 2025 - Apr 22, 2025	-27.42% Nov 15, 2021 - Aug 28, 2024
#3	-9.39% Feb 26, 2026 - Apr 13, 2026	-21.97% Jan 29, 2015 - May 25, 2016
#4	-5.39% Jul 23, 2025 - Aug 12, 2025	-13.69% Sep 30, 2024 - May 12, 2025
#5	-5.18% Sep 4, 2007 - Sep 27, 2007	-13.57% Mar 4, 2026 - Mar 23, 2026
#6	-5.10% Aug 22, 2025 - Nov 11, 2025	-13.56% Sep 11, 2018 - Feb 12, 2019
#7	-4.87% Nov 13, 2025 - Dec 2, 2025	-12.47% Aug 1, 2016 - Feb 8, 2017
#8	-4.69% Oct 9, 2007 - Oct 29, 2007	-12.39% May 8, 2013 - Feb 14, 2014
#9	-3.62% Apr 17, 2026 - May 6, 2026	-10.80% Feb 16, 2021 - May 3, 2021
#10	-3.57% May 26, 2026 - Jun 5, 2026	-10.38% Jul 29, 2014 - Nov 11, 2014
#11	-2.47% Jul 9, 2025 - Jul 22, 2025	-10.09% Jan 25, 2018 - Aug 13, 2018
#12	-2.43% Jan 29, 2026 - Feb 9, 2026	-9.36% Dec 1, 2011 - Jul 10, 2012
#13	-1.88% Oct 5, 2007 - Oct 9, 2007	-9.19% Sep 7, 2012 - Jan 24, 2013
#14	-1.70% Feb 9, 2026 - Feb 20, 2026	-8.89% Sep 15, 2021 - Nov 12, 2021
#15	-1.57% Oct 1, 2007 - Oct 5, 2007	-8.58% Oct 14, 2020 - Nov 10, 2020

Correlation

Correlation between FDD and BUI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

FDD vs BUI dividend yield comparison.

Year	FDD	BUI
2026	0.32%	2.46%
2025	3.99%	10.40%
2024	7.65%	6.26%
2023	6.85%	6.65%
2022	6.07%	6.99%
2021	3.44%	5.45%
2020	4.01%	5.80%
2019	4.69%	6.51%
2018	5.05%	7.35%
2017	2.78%	6.71%
2016	4.88%	7.88%
2015	4.35%	8.65%
2014	4.30%	6.41%
2013	3.62%	8.12%
2012	4.96%	8.11%
2011	5.58%	0.00%
2010	4.10%	0.00%
2009	3.54%	0.00%
2008	10.79%	0.00%
2007	0.80%	0.00%