BKCC vs. XEQT.TO
Compare and contrast key facts about BlackRock Capital Investment Corporation (BKCC) and iShares Core Equity ETF Portfolio (XEQT.TO).
XEQT.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl GR CAD. It was launched on Aug 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKCC or XEQT.TO.
Key characteristics
| BKCC | XEQT.TO |
|---|
Correlation
The correlation between BKCC and XEQT.TO is 0.41, 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.
Performance
BKCC vs. XEQT.TO - Performance Comparison
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
BKCC vs. XEQT.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Investment Corporation (BKCC) and iShares Core Equity ETF Portfolio (XEQT.TO). 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
BKCC vs. XEQT.TO - Dividend Comparison
BKCC has not paid dividends to shareholders, while XEQT.TO's dividend yield for the trailing twelve months is around 1.94%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKCC BlackRock Capital Investment Corporation | 10.87% | 10.34% | 13.81% | 10.00% | 16.36% | 12.86% | 13.61% | 11.56% | 12.07% | 8.94% | 10.85% | 11.15% |
XEQT.TO iShares Core Equity ETF Portfolio | 1.94% | 2.09% | 2.14% | 1.65% | 1.68% | 1.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BKCC vs. XEQT.TO - Drawdown Comparison
Volatility
BKCC vs. XEQT.TO - Volatility Comparison
The current volatility for BlackRock Capital Investment Corporation (BKCC) is 0.00%, while iShares Core Equity ETF Portfolio (XEQT.TO) has a volatility of 3.77%. This indicates that BKCC experiences smaller price fluctuations and is considered to be less risky than XEQT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.