BST vs. BCAT
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and BlackRock Capital Allocation Trust (BCAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BST or BCAT.
Key characteristics
| BST | BCAT | |
|---|---|---|
| YTD Return | 17.63% | 23.89% |
| 1Y Return | 21.12% | 28.63% |
| 3Y Return (Ann) | -3.96% | 3.93% |
| Sharpe Ratio | 1.23 | 2.08 |
| Sortino Ratio | 1.68 | 3.03 |
| Omega Ratio | 1.22 | 1.38 |
| Calmar Ratio | 0.68 | 1.25 |
| Martin Ratio | 4.03 | 11.92 |
| Ulcer Index | 5.31% | 2.40% |
| Daily Std Dev | 17.36% | 13.76% |
| Max Drawdown | -46.59% | -36.13% |
| Current Drawdown | -16.92% | -0.92% |
Fundamentals
| BST | BCAT |
|---|
Correlation
The correlation between BST and BCAT is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BST vs. BCAT - Performance Comparison
In the year-to-date period, BST achieves a 17.63% return, which is significantly lower than BCAT's 23.89% 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
BST vs. BCAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and BlackRock Capital Allocation 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.
Dividends
BST vs. BCAT - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.12%, less than BCAT's 14.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 8.12% | 8.91% | 10.57% | 8.53% | 3.85% | 5.46% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% |
BCAT BlackRock Capital Allocation Trust | 14.30% | 10.11% | 9.00% | 6.42% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BST vs. BCAT - Drawdown Comparison
The maximum BST drawdown since its inception was -46.59%, 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. For additional features, visit the drawdowns tool.
Volatility
BST vs. BCAT - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 3.92% compared to BlackRock Capital Allocation Trust (BCAT) at 3.52%. 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.
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 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