BKT vs. BTZ
Compare and contrast key facts about BlackRock Income Trust (BKT) and BlackRock Credit Allocation Income Trust (BTZ).
BKT is managed by Blackrock. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BKT or BTZ.
Correlation
The correlation between BKT and BTZ is 0.26, 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
BKT vs. BTZ - Performance Comparison
Key characteristics
BKT:
0.36
BTZ:
0.93
BKT:
0.56
BTZ:
1.32
BKT:
1.07
BTZ:
1.17
BKT:
0.12
BTZ:
0.48
BKT:
1.01
BTZ:
3.18
BKT:
3.60%
BTZ:
2.89%
BKT:
10.19%
BTZ:
9.83%
BKT:
-35.78%
BTZ:
-74.65%
BKT:
-21.35%
BTZ:
-8.60%
Returns By Period
In the year-to-date period, BKT achieves a 1.21% return, which is significantly lower than BTZ's 1.77% return. Over the past 10 years, BKT has underperformed BTZ with an annualized return of 1.61%, while BTZ has yielded a comparatively higher 5.38% annualized return.
BKT
1.21%
-0.34%
0.41%
3.56%
-1.19%
1.61%
BTZ
1.77%
-0.98%
4.04%
9.07%
2.46%
5.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BKT vs. BTZ — Risk-Adjusted Performance Rank
BKT
BTZ
BKT vs. BTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Trust (BKT) and BlackRock Credit Allocation Income Trust (BTZ). 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
BKT vs. BTZ - Dividend Comparison
BKT's dividend yield for the trailing twelve months is around 9.13%, less than BTZ's 9.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BKT BlackRock Income Trust | 9.13% | 9.17% | 8.67% | 8.26% | 7.22% | 6.72% | 6.74% | 6.49% | 5.25% | 5.18% | 5.89% | 6.59% |
BTZ BlackRock Credit Allocation Income Trust | 9.55% | 9.64% | 9.77% | 9.15% | 6.70% | 6.85% | 6.24% | 7.19% | 6.28% | 6.92% | 7.88% | 7.52% |
Drawdowns
BKT vs. BTZ - Drawdown Comparison
The maximum BKT drawdown since its inception was -35.78%, smaller than the maximum BTZ drawdown of -74.65%. Use the drawdown chart below to compare losses from any high point for BKT and BTZ. For additional features, visit the drawdowns tool.
Volatility
BKT vs. BTZ - Volatility Comparison
BlackRock Income Trust (BKT) and BlackRock Credit Allocation Income Trust (BTZ) have volatilities of 3.59% and 3.42%, 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.