BRSC.L vs. ORIT.L
BRSC.L (Blackrock Smaller Companies Trust plc) and ORIT.L (Octopus Renewables Infra Trust) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 5 years, BRSC.L returned -5.08%/yr vs -3.22%/yr for ORIT.L. At a 0.17 correlation, their price movements are largely independent.
Performance
BRSC.L vs. ORIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, BRSC.L achieves a 2.72% return, which is significantly lower than ORIT.L's 10.36% return.
BRSC.L
- 1D
- -0.15%
- 1M
- 2.81%
- YTD
- 2.72%
- 6M
- 2.57%
- 1Y
- 4.94%
- 3Y*
- 3.06%
- 5Y*
- -5.08%
- 10Y*
- 6.54%
ORIT.L
- 1D
- 0.31%
- 1M
- 8.32%
- YTD
- 10.36%
- 6M
- 12.38%
- 1Y
- -2.12%
- 3Y*
- -5.97%
- 5Y*
- -3.22%
- 10Y*
- —
BRSC.L vs. ORIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BRSC.L Blackrock Smaller Companies Trust plc | 2.72% | -1.21% | 2.19% | 5.25% | -34.32% | 23.97% | 4.04% | 9.18% |
ORIT.L Octopus Renewables Infra Trust | 10.36% | -1.51% | -18.31% | -4.57% | -5.40% | 1.72% | 7.83% | 0.66% |
Correlation
The correlation between BRSC.L and ORIT.L is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2019 | 0.17 |
The correlation between BRSC.L and ORIT.L shifts across timeframes, from 0.10 (1 year) to 0.20 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BRSC.L:
£523.93M
ORIT.L:
£337.79M
BRSC.L:
£1.36
ORIT.L:
-£0.02
BRSC.L:
8.19
ORIT.L:
5.58
BRSC.L:
0.87
ORIT.L:
0.68
BRSC.L:
£66.31M
ORIT.L:
£61.83M
BRSC.L:
£59.86M
ORIT.L:
£52.56M
BRSC.L:
£57.89M
ORIT.L:
-£7.00M
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Return for Risk
BRSC.L vs. ORIT.L — Risk / Return Rank
BRSC.L
ORIT.L
BRSC.L vs. ORIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Smaller Companies Trust plc (BRSC.L) and Octopus Renewables Infra Trust (ORIT.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.
| BRSC.L | ORIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.01 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.27 | -0.05 | +0.33 |
| Martin ratioReturn relative to average drawdown | 0.90 | -0.09 | +0.99 |
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
| BRSC.L | ORIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | -0.06 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | -0.15 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | -0.09 | +0.45 |
Drawdowns
BRSC.L vs. ORIT.L - Drawdown Comparison
The maximum BRSC.L drawdown since its inception was -65.33%, which is greater than ORIT.L's maximum drawdown of -40.68%. Use the drawdown chart below to compare losses from any high point for BRSC.L and ORIT.L.
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Drawdown Indicators
| BRSC.L | ORIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.33% | -40.68% | -24.65% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -24.60% | +7.11% |
Max Drawdown (3Y)Largest decline over 3 years | -31.10% | -32.96% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -46.13% | -40.68% | -5.45% |
Max Drawdown (10Y)Largest decline over 10 years | -55.18% | — | — |
Current DrawdownCurrent decline from peak | -31.09% | -26.07% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -13.79% | -15.76% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.28% | 15.25% | -9.97% |
Volatility
BRSC.L vs. ORIT.L - Volatility Comparison
The current volatility for Blackrock Smaller Companies Trust plc (BRSC.L) is 4.78%, while Octopus Renewables Infra Trust (ORIT.L) has a volatility of 8.31%. This indicates that BRSC.L experiences smaller price fluctuations and is considered to be less risky than ORIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRSC.L | ORIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 8.31% | -3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 18.88% | -5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 22.64% | -6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 21.65% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.81% | 21.79% | +3.02% |
Dividends
BRSC.L vs. ORIT.L - Dividend Comparison
BRSC.L's dividend yield for the trailing twelve months is around 3.38%, less than ORIT.L's 9.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSC.L Blackrock Smaller Companies Trust plc | 3.38% | 3.40% | 3.10% | 2.93% | 2.69% | 1.58% | 1.87% | 1.87% | 2.33% | 1.76% | 1.93% | 1.61% |
ORIT.L Octopus Renewables Infra Trust | 9.66% | 10.03% | 8.76% | 6.28% | 5.18% | 4.33% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
BRSC.L vs. ORIT.L - Financials Comparison
This section allows you to compare key financial metrics between Blackrock Smaller Companies Trust plc and Octopus Renewables Infra 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
BRSC.L vs. ORIT.L - Profitability Comparison
BRSC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackrock Smaller Companies Trust plc reported a gross profit of 48.86M and revenue of 50.84M. Therefore, the gross margin over that period was 96.1%.
ORIT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a gross profit of 17.96M and revenue of 20.24M. Therefore, the gross margin over that period was 88.7%.
BRSC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackrock Smaller Companies Trust plc reported an operating income of 48.25M and revenue of 50.84M, resulting in an operating margin of 94.9%.
ORIT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported an operating income of -18.68M and revenue of 20.24M, resulting in an operating margin of -92.3%.
BRSC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackrock Smaller Companies Trust plc reported a net income of 47.32M and revenue of 50.84M, resulting in a net margin of 93.1%.
ORIT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Octopus Renewables Infra Trust reported a net income of -18.47M and revenue of 20.24M, resulting in a net margin of -91.3%.
Frequently Asked Questions
BRSC.L and ORIT.L have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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