BMEZ vs. VVR
Compare and contrast key facts about BlackRock Health Sciences Trust II (BMEZ) and Invesco Senior Income Trust (VVR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMEZ or VVR.
Key characteristics
| BMEZ | VVR | |
|---|---|---|
| YTD Return | 3.17% | 8.26% |
| 1Y Return | -2.26% | 29.27% |
| 3Y Return (Ann) | -10.91% | 11.71% |
| Sharpe Ratio | -0.14 | 2.28 |
| Daily Std Dev | 13.54% | 12.97% |
| Max Drawdown | -46.05% | -73.80% |
| Current Drawdown | -36.18% | -1.76% |
Fundamentals
| BMEZ | VVR | |
|---|---|---|
| Market Cap | $1.54B | $647.32M |
| PE Ratio | 26.74 | 29.15 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between BMEZ and VVR is 0.28, 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
BMEZ vs. VVR - Performance Comparison
In the year-to-date period, BMEZ achieves a 3.17% return, which is significantly lower than VVR's 8.26% return. 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
BMEZ vs. VVR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Trust II (BMEZ) and Invesco Senior Income Trust (VVR). 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
BMEZ vs. VVR - Dividend Comparison
BMEZ's dividend yield for the trailing twelve months is around 9.23%, less than VVR's 11.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMEZ BlackRock Health Sciences Trust II | 9.23% | 10.80% | 11.28% | 6.73% | 3.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VVR Invesco Senior Income Trust | 11.64% | 11.54% | 11.46% | 7.22% | 6.71% | 6.22% | 6.68% | 5.95% | 6.41% | 7.97% | 7.11% | 7.26% |
Drawdowns
BMEZ vs. VVR - Drawdown Comparison
The maximum BMEZ drawdown since its inception was -46.05%, smaller than the maximum VVR drawdown of -73.80%. Use the drawdown chart below to compare losses from any high point for BMEZ and VVR. For additional features, visit the drawdowns tool.
Volatility
BMEZ vs. VVR - Volatility Comparison
BlackRock Health Sciences Trust II (BMEZ) has a higher volatility of 4.96% compared to Invesco Senior Income Trust (VVR) at 2.39%. This indicates that BMEZ's price experiences larger fluctuations and is considered to be riskier than VVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BMEZ vs. VVR - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Health Sciences Trust II and Invesco Senior Income 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