BHK vs. O
Compare and contrast key facts about BlackRock Core Bond Trust (BHK) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHK or O.
Key characteristics
| BHK | O | |
|---|---|---|
| YTD Return | -1.59% | -5.67% |
| 1Y Return | 5.62% | -9.09% |
| 3Y Return (Ann) | -6.11% | -2.90% |
| 5Y Return (Ann) | 1.85% | -0.26% |
| 10Y Return (Ann) | 4.09% | 7.29% |
| Sharpe Ratio | 0.42 | -0.48 |
| Daily Std Dev | 13.10% | 19.71% |
| Max Drawdown | -39.60% | -48.45% |
| Current Drawdown | -25.13% | -22.07% |
Fundamentals
| BHK | O | |
|---|---|---|
| Market Cap | $556.85M | $45.68B |
| EPS | $1.03 | $1.26 |
| PE Ratio | 10.01 | 42.10 |
| PEG Ratio | 0.00 | 4.72 |
| Revenue (TTM) | $52.03M | $4.08B |
| Gross Profit (TTM) | $47.75M | $3.11B |
Correlation
The correlation between BHK and O is 0.14, 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
BHK vs. O - Performance Comparison
In the year-to-date period, BHK achieves a -1.59% return, which is significantly higher than O's -5.67% return. Over the past 10 years, BHK has underperformed O with an annualized return of 4.09%, while O has yielded a comparatively higher 7.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BHK vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Core Bond Trust (BHK) and Realty Income Corporation (O). 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
BHK vs. O - Dividend Comparison
BHK's dividend yield for the trailing twelve months is around 8.57%, more than O's 5.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHK BlackRock Core Bond Trust | 8.57% | 8.21% | 7.91% | 6.29% | 5.00% | 5.25% | 6.30% | 5.48% | 6.14% | 6.93% | 7.98% | 6.75% |
O Realty Income Corporation | 5.75% | 5.33% | 4.68% | 3.87% | 4.50% | 3.69% | 4.18% | 4.45% | 4.18% | 4.41% | 4.59% | 5.83% |
Drawdowns
BHK vs. O - Drawdown Comparison
The maximum BHK drawdown since its inception was -39.60%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for BHK and O. For additional features, visit the drawdowns tool.
Volatility
BHK vs. O - Volatility Comparison
The current volatility for BlackRock Core Bond Trust (BHK) is 2.49%, while Realty Income Corporation (O) has a volatility of 6.57%. This indicates that BHK experiences smaller price fluctuations and is considered to be less risky than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BHK vs. O - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Core Bond Trust and Realty Income Corporation. 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