BST vs. DIA
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and SPDR Dow Jones Industrial Average ETF (DIA).
DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BST or DIA.
Key characteristics
BST | DIA | |
---|---|---|
YTD Return | 10.84% | 6.82% |
1Y Return | 22.75% | 21.50% |
3Y Return (Ann) | -4.80% | 7.51% |
5Y Return (Ann) | 10.90% | 11.38% |
Sharpe Ratio | 1.30 | 2.24 |
Daily Std Dev | 17.47% | 9.81% |
Max Drawdown | -46.59% | -51.87% |
Current Drawdown | -21.72% | 0.00% |
Correlation
The correlation between BST and DIA is 0.58, 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. DIA - Performance Comparison
In the year-to-date period, BST achieves a 10.84% return, which is significantly higher than DIA's 6.82% 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. DIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and SPDR Dow Jones Industrial Average ETF (DIA). 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. DIA - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.32%, more than DIA's 1.87% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BlackRock Science and Technology Trust | 8.32% | 8.91% | 10.57% | 8.45% | 3.72% | 10.19% | 6.20% | 4.64% | 6.47% | 6.71% | 0.55% | 0.00% |
SPDR Dow Jones Industrial Average ETF | 1.87% | 1.81% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% | 2.08% |
Drawdowns
BST vs. DIA - Drawdown Comparison
The maximum BST drawdown since its inception was -46.59%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for BST and DIA. For additional features, visit the drawdowns tool.
Volatility
BST vs. DIA - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 5.51% compared to SPDR Dow Jones Industrial Average ETF (DIA) at 2.82%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.