BIBDX vs. ECAT
Compare and contrast key facts about BlackRock Global Dividend Portfolio (BIBDX) and BlackRock ESG Capital Allocation Term Trust (ECAT).
BIBDX is managed by BlackRock. It was launched on Apr 6, 2008. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.
Performance
BIBDX vs. ECAT - Performance Comparison
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BIBDX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | -2.28% | 19.32% | 9.72% | 16.59% | -13.72% | 6.67% |
ECAT BlackRock ESG Capital Allocation Term Trust | -4.58% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Returns By Period
In the year-to-date period, BIBDX achieves a -2.28% return, which is significantly higher than ECAT's -4.58% return.
BIBDX
- 1D
- 2.94%
- 1M
- -6.85%
- YTD
- -2.28%
- 6M
- -0.73%
- 1Y
- 15.24%
- 3Y*
- 11.77%
- 5Y*
- 7.49%
- 10Y*
- 8.17%
ECAT
- 1D
- 2.28%
- 1M
- -6.35%
- YTD
- -4.58%
- 6M
- -6.60%
- 1Y
- 8.30%
- 3Y*
- 14.06%
- 5Y*
- —
- 10Y*
- —
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BIBDX vs. ECAT - Expense Ratio Comparison
BIBDX has a 0.75% expense ratio, which is lower than ECAT's 1.38% expense ratio.
Return for Risk
BIBDX vs. ECAT — Risk / Return Rank
BIBDX
ECAT
BIBDX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Dividend Portfolio (BIBDX) 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.
| BIBDX | ECAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.49 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.78 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.73 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.06 | 2.69 | +3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIBDX | ECAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.49 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.35 | +0.12 |
Correlation
The correlation between BIBDX and ECAT is 0.70, 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
BIBDX vs. ECAT - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 20.61%, less than ECAT's 24.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 20.61% | 20.14% | 8.09% | 2.00% | 6.51% | 18.01% | 5.94% | 7.97% | 7.05% | 6.47% | 2.47% | 4.34% |
ECAT BlackRock ESG Capital Allocation Term Trust | 24.82% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIBDX vs. ECAT - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -41.81%, which is greater than ECAT's maximum drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for BIBDX and ECAT.
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Drawdown Indicators
| BIBDX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -32.23% | -9.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -12.90% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.15% | — | — |
Current DrawdownCurrent decline from peak | -7.75% | -8.44% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -9.40% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 3.53% | -0.85% |
Volatility
BIBDX vs. ECAT - Volatility Comparison
BlackRock Global Dividend Portfolio (BIBDX) and BlackRock ESG Capital Allocation Term Trust (ECAT) have volatilities of 6.23% and 6.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBDX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 6.50% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 10.60% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 17.10% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 16.98% | -2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 16.98% | -1.85% |