BLW vs. BCAT
Compare and contrast key facts about BlackRock Limited Duration Income Trust (BLW) and BlackRock Capital Allocation Trust (BCAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLW or BCAT.
Correlation
The correlation between BLW and BCAT is 0.39, 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
BLW vs. BCAT - Performance Comparison
Key characteristics
BLW:
1.48
BCAT:
1.54
BLW:
2.13
BCAT:
2.26
BLW:
1.28
BCAT:
1.28
BLW:
2.44
BCAT:
1.15
BLW:
8.90
BCAT:
8.35
BLW:
1.37%
BCAT:
2.67%
BLW:
8.27%
BCAT:
14.54%
BLW:
-44.58%
BCAT:
-36.13%
BLW:
-0.89%
BCAT:
-2.74%
Fundamentals
BLW:
$506.72M
BCAT:
$1.68B
BLW:
$1.58
BCAT:
$1.96
BLW:
8.97
BCAT:
7.98
Returns By Period
In the year-to-date period, BLW achieves a 0.35% return, which is significantly lower than BCAT's 3.23% return.
BLW
0.35%
-0.61%
4.70%
12.03%
5.57%
7.21%
BCAT
3.23%
-2.44%
2.34%
21.90%
N/A
N/A
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
BLW vs. BCAT — Risk-Adjusted Performance Rank
BLW
BCAT
BLW vs. BCAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Limited Duration Income Trust (BLW) and BlackRock Capital Allocation Trust (BCAT). 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
BLW vs. BCAT - Dividend Comparison
BLW's dividend yield for the trailing twelve months is around 8.59%, less than BCAT's 16.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLW BlackRock Limited Duration Income Trust | 8.59% | 9.38% | 8.63% | 8.25% | 6.98% | 7.39% | 6.30% | 7.18% | 6.26% | 9.68% | 8.29% | 8.28% |
BCAT BlackRock Capital Allocation Trust | 16.13% | 17.50% | 10.11% | 9.00% | 6.42% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BLW vs. BCAT - Drawdown Comparison
The maximum BLW drawdown since its inception was -44.58%, which is greater than BCAT's maximum drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for BLW and BCAT. For additional features, visit the drawdowns tool.
Volatility
BLW vs. BCAT - Volatility Comparison
The current volatility for BlackRock Limited Duration Income Trust (BLW) is 2.14%, while BlackRock Capital Allocation Trust (BCAT) has a volatility of 5.20%. This indicates that BLW experiences smaller price fluctuations and is considered to be less risky than BCAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BLW vs. BCAT - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Limited Duration Income Trust and BlackRock Capital Allocation 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