BRIG.L vs. BRSC.L
Compare and contrast key facts about BlackRock Income and Growth Investment Trust plc (BRIG.L) and Blackrock Smaller Companies Trust plc (BRSC.L).
Performance
BRIG.L vs. BRSC.L - Performance Comparison
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BRIG.L vs. BRSC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.12% | 15.89% | 9.68% | 1.75% | 5.28% | 14.35% | -13.90% | 22.01% | -13.26% | 14.36% |
BRSC.L Blackrock Smaller Companies Trust plc | -6.72% | -1.21% | 2.19% | 5.25% | -34.32% | 23.97% | 4.04% | 45.82% | -6.20% | 38.32% |
Fundamentals
BRIG.L:
£1.30
BRSC.L:
£0.82
BRIG.L:
1.71
BRSC.L:
14.84
BRIG.L:
1.52
BRSC.L:
11.45
BRIG.L:
£14.29M
BRSC.L:
£45.63M
BRIG.L:
£8.72M
BRSC.L:
£26.93M
BRIG.L:
£10.81M
BRSC.L:
£9.63M
Returns By Period
In the year-to-date period, BRIG.L achieves a 3.12% return, which is significantly higher than BRSC.L's -6.72% return. Both investments have delivered pretty close results over the past 10 years, with BRIG.L having a 6.19% annualized return and BRSC.L not far behind at 6.07%.
BRIG.L
- 1D
- 0.45%
- 1M
- -4.72%
- YTD
- 3.12%
- 6M
- 10.67%
- 1Y
- 18.47%
- 3Y*
- 8.81%
- 5Y*
- 9.68%
- 10Y*
- 6.19%
BRSC.L
- 1D
- 2.35%
- 1M
- -11.32%
- YTD
- -6.72%
- 6M
- -6.15%
- 1Y
- 2.96%
- 3Y*
- 1.22%
- 5Y*
- -4.39%
- 10Y*
- 6.07%
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Return for Risk
BRIG.L vs. BRSC.L — Risk / Return Rank
BRIG.L
BRSC.L
BRIG.L vs. BRSC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.L) and Blackrock Smaller Companies Trust plc (BRSC.L). 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.
| BRIG.L | BRSC.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.17 | +0.88 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.36 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.05 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 2.40 | 0.19 | +2.21 |
Martin ratioReturn relative to average drawdown | 7.14 | 0.74 | +6.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRIG.L | BRSC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.17 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | -0.22 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.25 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.36 | -0.12 |
Correlation
The correlation between BRIG.L and BRSC.L is 0.20, 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.
Dividends
BRIG.L vs. BRSC.L - Dividend Comparison
BRIG.L's dividend yield for the trailing twelve months is around 3.47%, less than BRSC.L's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.47% | 3.45% | 3.81% | 3.90% | 3.77% | 3.82% | 4.20% | 3.38% | 3.75% | 3.05% | 3.17% | 3.15% |
BRSC.L Blackrock Smaller Companies Trust plc | 3.64% | 3.40% | 3.10% | 2.93% | 2.69% | 1.58% | 1.87% | 1.87% | 2.33% | 1.76% | 1.93% | 1.61% |
Drawdowns
BRIG.L vs. BRSC.L - Drawdown Comparison
The maximum BRIG.L drawdown since its inception was -57.67%, smaller than the maximum BRSC.L drawdown of -65.33%. Use the drawdown chart below to compare losses from any high point for BRIG.L and BRSC.L.
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Drawdown Indicators
| BRIG.L | BRSC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.67% | -65.33% | +7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.69% | -17.49% | +9.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.99% | -46.13% | +29.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.82% | -55.18% | +12.36% |
Current DrawdownCurrent decline from peak | -5.13% | -37.42% | +32.29% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -13.74% | +4.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.46% | -1.87% |
Volatility
BRIG.L vs. BRSC.L - Volatility Comparison
The current volatility for BlackRock Income and Growth Investment Trust plc (BRIG.L) is 5.19%, while Blackrock Smaller Companies Trust plc (BRSC.L) has a volatility of 6.89%. This indicates that BRIG.L experiences smaller price fluctuations and is considered to be less risky than BRSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRIG.L | BRSC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 6.89% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.00% | 11.32% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.52% | 17.17% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 19.55% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 24.68% | -3.19% |
Financials
BRIG.L vs. BRSC.L - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Income and Growth Investment Trust plc and Blackrock Smaller Companies Trust plc. 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
BRIG.L vs. BRSC.L - Profitability Comparison
BRIG.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BlackRock Income and Growth Investment Trust plc reported a gross profit of 0.00 and revenue of 5.40M. Therefore, the gross margin over that period was 0.0%.
BRSC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blackrock Smaller Companies Trust plc reported a gross profit of 0.00 and revenue of 16.31M. Therefore, the gross margin over that period was 0.0%.
BRIG.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BlackRock Income and Growth Investment Trust plc reported an operating income of 5.16M and revenue of 5.40M, resulting in an operating margin of 95.6%.
BRSC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blackrock Smaller Companies Trust plc reported an operating income of 13.85M and revenue of 16.31M, resulting in an operating margin of 84.9%.
BRIG.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BlackRock Income and Growth Investment Trust plc reported a net income of 4.93M and revenue of 5.40M, resulting in a net margin of 91.2%.
BRSC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blackrock Smaller Companies Trust plc reported a net income of 12.89M and revenue of 16.31M, resulting in a net margin of 79.0%.