BMEZ vs. AM
BMEZ (BlackRock Health Sciences Trust II) and AM (Antero Midstream Corporation) are both stocks. BMEZ operates in Capital Markets (Financial Services), while AM operates in Oil & Gas Midstream (Energy). Over the past 5 years, BMEZ returned -3.48%/yr vs 23.97%/yr for AM. At a 0.26 correlation, their price movements are largely independent.
Performance
BMEZ vs. AM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BMEZ achieves a 0.31% return, which is significantly lower than AM's 24.57% return.
BMEZ
- 1D
- 0.69%
- 1M
- 4.98%
- YTD
- 0.31%
- 6M
- 0.51%
- 1Y
- 10.91%
- 3Y*
- 7.27%
- 5Y*
- -3.48%
- 10Y*
- —
AM
- 1D
- 1.45%
- 1M
- -1.41%
- YTD
- 24.57%
- 6M
- 23.32%
- 1Y
- 24.37%
- 3Y*
- 33.49%
- 5Y*
- 23.97%
- 10Y*
- 7.23%
BMEZ vs. AM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BMEZ BlackRock Health Sciences Trust II | 0.31% | 18.69% | 9.54% | 5.07% | -32.65% | -6.00% | 48.99% |
AM Antero Midstream Corporation | 24.57% | 24.37% | 28.46% | 25.73% | 21.98% | 39.55% | 59.80% |
Correlation
The correlation between BMEZ and AM is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2020 | 0.26 |
The correlation between BMEZ and AM shifts across timeframes, from -0.01 (1 year) to 0.27 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BMEZ:
$58.97M
AM:
$1.26B
BMEZ:
$52.95M
AM:
$620.66M
BMEZ:
$43.53M
AM:
$955.64M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BMEZ vs. AM — Risk / Return Rank
BMEZ
AM
BMEZ vs. AM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust II (BMEZ) and Antero Midstream Corporation (AM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMEZ | AM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 1.95 | -1.09 |
| Martin ratioReturn relative to average drawdown | 2.11 | 4.00 | -1.89 |
Loading charts...
Drawdowns
BMEZ vs. AM - Drawdown Comparison
The maximum BMEZ drawdown since its inception was -46.19%, smaller than the maximum AM drawdown of -93.01%. Use the drawdown chart below to compare losses from any high point for BMEZ and AM.
Loading charts...
Drawdown Indicators
| BMEZ | AM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.19% | -93.01% | +46.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.24% | -12.67% | +1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -18.41% | -13.98% | -4.43% |
Max Drawdown (5Y)Largest decline over 5 years | -46.17% | -21.91% | -24.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -93.01% | — |
Current DrawdownCurrent decline from peak | -19.53% | -7.22% | -12.31% |
Average DrawdownAverage peak-to-trough decline | -24.14% | -31.88% | +7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.59% | 6.16% | -1.57% |
Volatility
BMEZ vs. AM - Volatility Comparison
The current volatility for BlackRock Health Sciences Trust II (BMEZ) is 5.24%, while Antero Midstream Corporation (AM) has a volatility of 5.60%. This indicates that BMEZ experiences smaller price fluctuations and is considered to be less risky than AM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BMEZ | AM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 5.60% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 14.22% | -2.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 20.77% | -5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.91% | 26.53% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.12% | 41.97% | -17.85% |
Dividends
BMEZ vs. AM - Dividend Comparison
BMEZ's dividend yield for the trailing twelve months is around 10.62%, more than AM's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Antero Midstream Corporation | 4.15% | 5.06% | 5.96% | 7.18% | 8.34% | 10.15% | 15.95% | 18.28% | 7.53% | 4.27% | 3.14% | 2.93% |
BMEZ BlackRock Health Sciences Trust II | 9.46% | 12.43% | 11.74% | 10.80% | 11.28% | 6.51% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BMEZ vs. AM - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Health Sciences Trust II and Antero Midstream 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
Frequently Asked Questions
BMEZ and AM have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AM has higher volatility (5.60%) compared to BMEZ (5.24%). In terms of maximum drawdown, BMEZ dropped -46.19% vs AM's -93.01%.
AM currently has the higher Sharpe Ratio (1.19 vs 0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BMEZ and AM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer