AM vs. BMEZ
AM (Antero Midstream Corporation) and BMEZ (BlackRock Health Sciences Trust II) are both stocks. AM operates in Oil & Gas Midstream (Energy), while BMEZ operates in Capital Markets (Financial Services). Over the past 5 years, AM returned 23.97%/yr vs -3.48%/yr for BMEZ. At a 0.26 correlation, their price movements are largely independent.
Performance
AM vs. BMEZ - Performance Comparison
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Returns By Period
In the year-to-date period, AM achieves a 24.57% return, which is significantly higher than BMEZ's 0.31% return.
AM
- 1D
- 1.45%
- 1M
- -1.41%
- YTD
- 24.57%
- 6M
- 23.32%
- 1Y
- 24.37%
- 3Y*
- 33.49%
- 5Y*
- 23.97%
- 10Y*
- 7.23%
BMEZ
- 1D
- 0.69%
- 1M
- 4.98%
- YTD
- 0.31%
- 6M
- 0.51%
- 1Y
- 10.91%
- 3Y*
- 7.27%
- 5Y*
- -3.48%
- 10Y*
- —
AM vs. BMEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 24.57% | 24.37% | 28.46% | 25.73% | 21.98% | 39.55% | 59.80% |
BMEZ BlackRock Health Sciences Trust II | 0.31% | 18.69% | 9.54% | 5.07% | -32.65% | -6.00% | 48.99% |
Correlation
The correlation between AM and BMEZ is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2020 | 0.26 |
The correlation between AM and BMEZ shifts across timeframes, from -0.01 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
AM:
$1.26B
BMEZ:
$58.97M
AM:
$620.66M
BMEZ:
$52.95M
AM:
$955.64M
BMEZ:
$43.53M
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Return for Risk
AM vs. BMEZ — Risk / Return Rank
AM
BMEZ
AM vs. BMEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Antero Midstream Corporation (AM) and BlackRock Health Sciences Trust II (BMEZ). 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.
| AM | BMEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.12 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.86 | +1.09 |
| Martin ratioReturn relative to average drawdown | 4.00 | 2.11 | +1.89 |
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Drawdowns
AM vs. BMEZ - Drawdown Comparison
The maximum AM drawdown since its inception was -93.01%, which is greater than BMEZ's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for AM and BMEZ.
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Drawdown Indicators
| AM | BMEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.01% | -46.19% | -46.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -11.24% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -13.98% | -18.41% | +4.43% |
Max Drawdown (5Y)Largest decline over 5 years | -21.91% | -46.17% | +24.26% |
Max Drawdown (10Y)Largest decline over 10 years | -93.01% | — | — |
Current DrawdownCurrent decline from peak | -7.22% | -19.53% | +12.31% |
Average DrawdownAverage peak-to-trough decline | -31.88% | -24.14% | -7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.16% | 4.59% | +1.57% |
Volatility
AM vs. BMEZ - Volatility Comparison
Antero Midstream Corporation (AM) has a higher volatility of 5.60% compared to BlackRock Health Sciences Trust II (BMEZ) at 5.24%. This indicates that AM's price experiences larger fluctuations and is considered to be riskier than BMEZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AM | BMEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 5.24% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 11.55% | +2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.77% | 15.28% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.53% | 19.91% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.97% | 24.12% | +17.85% |
Dividends
AM vs. BMEZ - Dividend Comparison
AM's dividend yield for the trailing twelve months is around 4.15%, less than BMEZ's 10.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 4.15% | 5.06% | 5.96% | 7.18% | 8.34% | 10.15% | 15.95% | 18.28% | 7.53% | 4.27% | 3.14% | 2.93% |
BMEZ BlackRock Health Sciences Trust II | 9.46% | 12.43% | 11.74% | 10.80% | 11.28% | 6.51% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AM vs. BMEZ - Financials Comparison
This section allows you to compare key financial metrics between Antero Midstream Corporation and BlackRock Health Sciences Trust II. 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
AM and BMEZ have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AM has higher volatility (5.60%) compared to BMEZ (5.24%). In terms of maximum drawdown, AM dropped -93.01% vs BMEZ's -46.19%.
AM currently has the higher Sharpe Ratio (1.19 vs 0.63), 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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