BGEEX vs. ECAT
Compare and contrast key facts about BlackRock GA Dynamic Equity Fund (BGEEX) and BlackRock ESG Capital Allocation Term Trust (ECAT).
BGEEX is managed by BlackRock. It was launched on May 31, 2017. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.
Performance
BGEEX vs. ECAT - Performance Comparison
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BGEEX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BGEEX BlackRock GA Dynamic Equity Fund | 0.00% | 14.98% | 18.91% | 17.84% | -17.58% | 5.50% |
ECAT BlackRock ESG Capital Allocation Term Trust | -6.71% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Returns By Period
BGEEX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
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BGEEX vs. ECAT - Expense Ratio Comparison
BGEEX has a 0.50% expense ratio, which is lower than ECAT's 1.38% expense ratio.
Return for Risk
BGEEX vs. ECAT — Risk / Return Rank
BGEEX
ECAT
BGEEX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock GA Dynamic Equity Fund (BGEEX) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BGEEX | ECAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.32 | — |
Correlation
The correlation between BGEEX and ECAT is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGEEX vs. ECAT - Dividend Comparison
BGEEX's dividend yield for the trailing twelve months is around 0.68%, less than ECAT's 25.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGEEX BlackRock GA Dynamic Equity Fund | 0.68% | 0.68% | 2.04% | 1.00% | 0.72% | 9.29% | 0.88% | 1.62% | 3.18% | 2.71% |
ECAT BlackRock ESG Capital Allocation Term Trust | 25.39% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGEEX vs. ECAT - Drawdown Comparison
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Drawdown Indicators
| BGEEX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -32.23% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -12.90% | — |
Current DrawdownCurrent decline from peak | — | -10.48% | — |
Average DrawdownAverage peak-to-trough decline | — | -9.41% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.49% | — |
Volatility
BGEEX vs. ECAT - Volatility Comparison
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Volatility by Period
| BGEEX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 16.97% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 16.95% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 16.95% | — |