Correlation
The correlation between BME and FDUS is 0.47, 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.
BME vs. FDUS
Compare and contrast key facts about BlackRock Health Sciences Trust (BME) and Fidus Investment Corporation (FDUS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BME or FDUS.
Performance
BME vs. FDUS - Performance Comparison
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Key characteristics
BME:
-0.13
FDUS:
0.80
BME:
-0.22
FDUS:
1.21
BME:
0.97
FDUS:
1.18
BME:
-0.26
FDUS:
0.66
BME:
-0.67
FDUS:
2.27
BME:
5.45%
FDUS:
6.99%
BME:
15.29%
FDUS:
19.62%
BME:
-42.03%
FDUS:
-69.51%
BME:
-10.59%
FDUS:
-9.67%
Fundamentals
BME:
$462.55M
FDUS:
$713.19M
BME:
$1.63
FDUS:
$2.32
BME:
21.75
FDUS:
8.76
BME:
0.00
FDUS:
3.59
BME:
61.13
FDUS:
4.82
BME:
0.84
FDUS:
1.05
BME:
$36.33M
FDUS:
$141.82M
BME:
$29.97M
FDUS:
$111.50M
BME:
$23.50M
FDUS:
$54.95M
Returns By Period
In the year-to-date period, BME achieves a -2.09% return, which is significantly lower than FDUS's 0.43% return. Over the past 10 years, BME has underperformed FDUS with an annualized return of 5.66%, while FDUS has yielded a comparatively higher 13.97% annualized return.
BME
-2.09%
-3.17%
-5.96%
-2.03%
-0.42%
2.74%
5.66%
FDUS
0.43%
7.81%
3.13%
15.64%
14.37%
30.80%
13.97%
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Risk-Adjusted Performance
BME vs. FDUS — Risk-Adjusted Performance Rank
BME
FDUS
BME vs. FDUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust (BME) and Fidus Investment Corporation (FDUS). 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.
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Dividends
BME vs. FDUS - Dividend Comparison
BME's dividend yield for the trailing twelve months is around 7.95%, less than FDUS's 11.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BME BlackRock Health Sciences Trust | 7.95% | 6.87% | 6.32% | 5.87% | 5.03% | 5.04% | 5.65% | 6.58% | 6.58% | 9.45% | 17.04% | 9.83% |
FDUS Fidus Investment Corporation | 11.23% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
Drawdowns
BME vs. FDUS - Drawdown Comparison
The maximum BME drawdown since its inception was -42.03%, smaller than the maximum FDUS drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for BME and FDUS.
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Volatility
BME vs. FDUS - Volatility Comparison
The current volatility for BlackRock Health Sciences Trust (BME) is 4.79%, while Fidus Investment Corporation (FDUS) has a volatility of 6.09%. This indicates that BME experiences smaller price fluctuations and is considered to be less risky than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BME vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Health Sciences Trust and Fidus Investment 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