BGR vs. XFLT
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or XFLT.
Correlation
The correlation between BGR and XFLT is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BGR vs. XFLT - Performance Comparison
Key characteristics
BGR:
1.40
XFLT:
0.25
BGR:
1.98
XFLT:
0.40
BGR:
1.24
XFLT:
1.06
BGR:
2.43
XFLT:
0.27
BGR:
6.92
XFLT:
0.86
BGR:
3.02%
XFLT:
3.11%
BGR:
14.92%
XFLT:
10.66%
BGR:
-72.52%
XFLT:
-55.42%
BGR:
-0.36%
XFLT:
-7.30%
Fundamentals
BGR:
$362.65M
XFLT:
$440.08M
BGR:
$2.00
XFLT:
$1.01
BGR:
6.95
XFLT:
6.33
BGR:
$10.33M
XFLT:
$39.11M
BGR:
$6.18M
XFLT:
$33.23M
BGR:
$31.48M
XFLT:
$44.32M
Returns By Period
In the year-to-date period, BGR achieves a 11.35% return, which is significantly higher than XFLT's -1.31% return.
BGR
11.35%
4.03%
9.20%
19.84%
10.44%
2.15%
XFLT
-1.31%
2.15%
-0.02%
3.10%
7.98%
N/A
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Risk-Adjusted Performance
BGR vs. XFLT — Risk-Adjusted Performance Rank
BGR
XFLT
BGR vs. XFLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT). 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.
Dividends
BGR vs. XFLT - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 6.52%, less than XFLT's 15.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 6.52% | 6.67% | 6.25% | 4.64% | 4.81% | 9.28% | 7.88% | 8.96% | 6.60% | 6.93% | 11.93% | 13.83% |
XFLT XAI Octagon Floating Rate & Alternative Income Term Trust | 15.56% | 15.24% | 13.61% | 13.86% | 9.82% | 10.64% | 10.63% | 11.33% | 1.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGR vs. XFLT - Drawdown Comparison
The maximum BGR drawdown since its inception was -72.52%, which is greater than XFLT's maximum drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for BGR and XFLT. For additional features, visit the drawdowns tool.
Volatility
BGR vs. XFLT - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 4.63% compared to XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT) at 3.05%. This indicates that BGR's price experiences larger fluctuations and is considered to be riskier than XFLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BGR vs. XFLT - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Energy and Resources Trust and XAI Octagon Floating Rate & Alternative Income Term Trust. 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