BST vs. BSTZ
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and BlackRock Science and Technology Trust II (BSTZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BST or BSTZ.
Key characteristics
| BST | BSTZ | |
|---|---|---|
| YTD Return | 17.18% | 37.93% |
| 1Y Return | 18.89% | 41.47% |
| 3Y Return (Ann) | -4.08% | -11.92% |
| 5Y Return (Ann) | 11.45% | 10.46% |
| Sharpe Ratio | 1.19 | 2.25 |
| Sortino Ratio | 1.63 | 2.99 |
| Omega Ratio | 1.21 | 1.38 |
| Calmar Ratio | 0.67 | 0.87 |
| Martin Ratio | 3.88 | 9.12 |
| Ulcer Index | 5.32% | 4.94% |
| Daily Std Dev | 17.36% | 19.99% |
| Max Drawdown | -46.59% | -59.31% |
| Current Drawdown | -17.24% | -32.07% |
Fundamentals
| BST | BSTZ |
|---|
Correlation
The correlation between BST and BSTZ is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BST vs. BSTZ - Performance Comparison
In the year-to-date period, BST achieves a 17.18% return, which is significantly lower than BSTZ's 37.93% 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. BSTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and BlackRock Science and Technology Trust II (BSTZ). 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. BSTZ - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 7.47%, less than BSTZ's 7.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 7.47% | 8.91% | 10.57% | 8.53% | 3.85% | 5.46% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% |
BSTZ BlackRock Science and Technology Trust II | 7.96% | 10.89% | 14.73% | 7.92% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BST vs. BSTZ - Drawdown Comparison
The maximum BST drawdown since its inception was -46.59%, smaller than the maximum BSTZ drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for BST and BSTZ. For additional features, visit the drawdowns tool.
Volatility
BST vs. BSTZ - Volatility Comparison
The current volatility for BlackRock Science and Technology Trust (BST) is 3.84%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 4.52%. This indicates that BST experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BST vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust and BlackRock Science and Technology Trust II. 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