BST vs. BCAT
BST (BlackRock Science and Technology Trust) and BCAT (BlackRock Capital Allocation Term Trust) are both stocks. Both are in the Financial Services sector — BST in Asset Management, BCAT in Capital Markets. Over the past 5 years, BST returned 5.79%/yr vs 7.96%/yr for BCAT. Their 0.58 correlation means they have sometimes moved together and sometimes differently.
Performance
BST vs. BCAT - Performance Comparison
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Returns By Period
In the year-to-date period, BST achieves a 18.86% return, which is significantly lower than BCAT's 25.35% return.
BST
- 1D
- 1.29%
- 1M
- -4.12%
- 6M
- 16.98%
- YTD
- 18.86%
- 1Y
- 33.10%
- 3Y*
- 19.80%
- 5Y*
- 5.79%
- 10Y*
- 19.04%
- ALL TIME*
- 15.81%
BCAT
- 1D
- 0.90%
- 1M
- 1.62%
- 6M
- 18.61%
- YTD
- 25.35%
- 1Y
- 31.23%
- 3Y*
- 21.08%
- 5Y*
- 7.96%
- 10Y*
- —
- ALL TIME*
- 9.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.36M | $12.03M | $11.44M | |
| $4.06M | $3.83M | $5.22M |
BST vs. BCAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 18.86% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 34.20% |
BCAT BlackRock Capital Allocation Term Trust | 25.35% | 16.78% | 19.37% | 19.30% | -22.64% | -5.21% | 9.35% |
Correlation
The correlation between BST and BCAT is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2020 | 0.58 |
The correlation between BST and BCAT has been stable across timeframes, ranging from 0.58 to 0.63 - a consistent structural relationship.
Fundamentals
BST:
$1.61B
BCAT:
$1.65B
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Return for Risk
BST vs. BCAT — Risk / Return Rank
BST
BCAT
BST vs. BCAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and BlackRock Capital Allocation Term Trust (BCAT). 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.
| BST | BCAT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.11 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.44 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.04 | 3.83 | -1.80 |
| Martin ratioReturn relative to average drawdown | 5.79 | 17.14 | -11.35 |
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Drawdowns
BST vs. BCAT - Drawdown Comparison
The maximum BST drawdown since its inception was -47.72%, which is greater than BCAT's maximum drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for BST and BCAT.
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Drawdown Indicators
| BST | BCAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.72% | -36.13% | -11.59% |
Max Drawdown (1Y)Largest decline over 1 year | -15.31% | -7.98% | -7.33% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -13.69% | -9.68% |
Max Drawdown (5Y)Largest decline over 5 years | -45.17% | -33.67% | -11.50% |
Max Drawdown (10Y)Largest decline over 10 years | -47.72% | — | — |
Current DrawdownCurrent decline from peak | -8.30% | -0.65% | -7.65% |
Average DrawdownAverage peak-to-trough decline | -12.88% | -12.48% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.37% | 1.78% | +3.59% |
Volatility
BST vs. BCAT - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 8.49% compared to BlackRock Capital Allocation Term Trust (BCAT) at 3.98%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than BCAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BST | BCAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.49% | 3.98% | +4.51% |
Volatility (6M)Calculated over the trailing 6-month period | 19.26% | 9.87% | +9.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 12.10% | +9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.03% | 15.20% | +8.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.99% | 15.88% | +10.11% |
Dividends
BST vs. BCAT - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 9.08%, less than BCAT's 19.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAT BlackRock Capital Allocation Term Trust | 19.97% | 23.45% | 17.48% | 10.08% | 9.01% | 6.42% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BST BlackRock Science and Technology Trust | 9.08% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
Financials
BST vs. BCAT - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust and BlackRock Capital Allocation Term 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
Frequently Asked Questions
BST and BCAT have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BST has higher volatility (8.49%) compared to BCAT (3.98%). In terms of maximum drawdown, BST dropped -47.72% vs BCAT's -36.13%.
BCAT currently has the higher Sharpe Ratio (2.53 vs 1.42), 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.
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