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BST vs. BSTZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BST vs. BSTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Science and Technology Trust (BST) and BlackRock Science and Technology Trust II (BSTZ). The values are adjusted to include any dividend payments, if applicable.

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BST vs. BSTZ - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BST
BlackRock Science and Technology Trust
-8.64%23.65%17.96%30.07%-38.28%-0.35%69.27%13.89%
BSTZ
BlackRock Science and Technology Trust II
0.13%25.06%37.49%18.72%-55.34%12.71%87.46%4.20%

Fundamentals

Market Cap

BST:

$1.26B

BSTZ:

$1.52B

EPS

BST:

$15.06

BSTZ:

$8.53

PE Ratio

BST:

2.41

BSTZ:

2.60

PEG Ratio

BST:

1.30

BSTZ:

0.29

PS Ratio

BST:

4.53

BSTZ:

4.21

PB Ratio

BST:

0.85

BSTZ:

0.89

Total Revenue (TTM)

BST:

$278.31M

BSTZ:

$361.49M

Gross Profit (TTM)

BST:

$423.37M

BSTZ:

$169.67M

EBITDA (TTM)

BST:

$522.97M

BSTZ:

$586.67M

Returns By Period

In the year-to-date period, BST achieves a -8.64% return, which is significantly lower than BSTZ's 0.13% return.


BST

1D
3.50%
1M
-8.97%
YTD
-8.64%
6M
-6.04%
1Y
22.64%
3Y*
14.09%
5Y*
0.29%
10Y*
16.73%

BSTZ

1D
4.43%
1M
-1.94%
YTD
0.13%
6M
6.05%
1Y
41.49%
3Y*
18.36%
5Y*
-0.08%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BST vs. BSTZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BST
BST Risk / Return Rank: 7373
Overall Rank
BST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BST Sortino Ratio Rank: 7070
Sortino Ratio Rank
BST Omega Ratio Rank: 7272
Omega Ratio Rank
BST Calmar Ratio Rank: 7070
Calmar Ratio Rank
BST Martin Ratio Rank: 7676
Martin Ratio Rank

BSTZ
BSTZ Risk / Return Rank: 8888
Overall Rank
BSTZ Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BSTZ Sortino Ratio Rank: 8686
Sortino Ratio Rank
BSTZ Omega Ratio Rank: 8686
Omega Ratio Rank
BSTZ Calmar Ratio Rank: 8888
Calmar Ratio Rank
BSTZ Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BST vs. BSTZ - Risk-Adjusted Trends 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.


BSTBSTZDifference

Sharpe ratio

Return per unit of total volatility

1.03

1.75

-0.71

Sortino ratio

Return per unit of downside risk

1.54

2.40

-0.87

Omega ratio

Gain probability vs. loss probability

1.22

1.33

-0.11

Calmar ratio

Return relative to maximum drawdown

1.36

3.36

-2.00

Martin ratio

Return relative to average drawdown

4.44

11.87

-7.43

BST vs. BSTZ - Sharpe Ratio Comparison

The current BST Sharpe Ratio is 1.03, which is lower than the BSTZ Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of BST and BSTZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


BSTBSTZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

1.75

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

-0.00

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.36

+0.18

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.


Dividends

BST vs. BSTZ - Dividend Comparison

BST's dividend yield for the trailing twelve months is around 11.56%, less than BSTZ's 11.92% yield.


TTM20252024202320222021202020192018201720162015
BST
BlackRock Science and Technology Trust
11.56%10.36%8.21%8.91%10.57%5.38%3.85%10.52%6.41%4.80%6.69%6.93%
BSTZ
BlackRock Science and Technology Trust II
11.92%12.46%9.75%10.90%14.73%5.14%3.42%2.44%0.00%0.00%0.00%0.00%

Drawdowns

BST vs. BSTZ - Drawdown Comparison

The maximum BST drawdown since its inception was -47.72%, smaller than the maximum BSTZ drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for BST and BSTZ.


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Drawdown Indicators


BSTBSTZDifference

Max Drawdown

Largest peak-to-trough decline

-47.72%

-60.51%

+12.79%

Max Drawdown (1Y)

Largest decline over 1 year

-15.31%

-11.57%

-3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-47.72%

-60.51%

+12.79%

Max Drawdown (10Y)

Largest decline over 10 years

-47.72%

Current Drawdown

Current decline from peak

-12.35%

-17.70%

+5.35%

Average Drawdown

Average peak-to-trough decline

-13.14%

-28.15%

+15.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.70%

3.28%

+1.42%

Volatility

BST vs. BSTZ - Volatility Comparison

The current volatility for BlackRock Science and Technology Trust (BST) is 7.49%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 10.14%. 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.


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Volatility by Period


BSTBSTZDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.49%

10.14%

-2.65%

Volatility (6M)

Calculated over the trailing 6-month period

13.67%

16.03%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

22.03%

23.94%

-1.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.46%

27.17%

-3.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.59%

30.09%

-4.50%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
157.07M
140.57M
(BST) Total Revenue
(BSTZ) Total Revenue
Values in USD except per share items