BST vs. HQH
BST (BlackRock Science and Technology Trust) and HQH (Tekla Healthcare Investors) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BST returned 20.10%/yr vs 7.50%/yr for HQH. At a 0.49 correlation, their price movements are largely independent.
Performance
BST vs. HQH - Performance Comparison
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Returns By Period
In the year-to-date period, BST achieves a 21.48% return, which is significantly higher than HQH's 8.73% return. Over the past 10 years, BST has outperformed HQH with an annualized return of 20.10%, while HQH has yielded a comparatively lower 7.50% annualized return.
BST
- 1D
- 2.64%
- 1M
- 6.02%
- YTD
- 21.48%
- 6M
- 27.08%
- 1Y
- 42.06%
- 3Y*
- 22.50%
- 5Y*
- 4.54%
- 10Y*
- 20.10%
HQH
- 1D
- 1.63%
- 1M
- -1.58%
- YTD
- 8.73%
- 6M
- 8.61%
- 1Y
- 38.05%
- 3Y*
- 17.32%
- 5Y*
- 5.48%
- 10Y*
- 7.50%
BST vs. HQH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 21.48% | 23.65% | 17.96% | 30.07% | -38.28% | -0.35% | 69.27% | 34.57% | 8.84% | 57.43% |
HQH Tekla Healthcare Investors | 8.73% | 34.12% | 10.22% | 1.22% | -17.27% | 7.99% | 24.82% | 26.80% | -13.08% | 15.97% |
Correlation
The correlation between BST and HQH is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2014 | 0.49 |
The correlation between BST and HQH shifts across timeframes, from 0.37 (1 year) to 0.50 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BST:
$15.06
HQH:
$6.05
BST:
3.17
HQH:
3.20
BST:
1.71
HQH:
0.22
BST:
5.96
HQH:
32.66
BST:
$278.31M
HQH:
$32.46M
BST:
$423.37M
HQH:
$27.34M
BST:
$522.97M
HQH:
$173.45M
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Return for Risk
BST vs. HQH — Risk / Return Rank
BST
HQH
BST vs. HQH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and Tekla Healthcare Investors (HQH). 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 | HQH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.30 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.94 | -0.18 |
| Martin ratioReturn relative to average drawdown | 8.87 | 10.23 | -1.36 |
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Drawdowns
BST vs. HQH - Drawdown Comparison
The maximum BST drawdown since its inception was -47.72%, smaller than the maximum HQH drawdown of -62.36%. Use the drawdown chart below to compare losses from any high point for BST and HQH.
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Drawdown Indicators
| BST | HQH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.72% | -62.36% | +14.64% |
Max Drawdown (1Y)Largest decline over 1 year | -15.31% | -13.01% | -2.30% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -21.14% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -47.72% | -37.55% | -10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -47.72% | -37.55% | -10.17% |
Current DrawdownCurrent decline from peak | -4.13% | -3.20% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -21.04% | +8.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 3.76% | +1.00% |
Volatility
BST vs. HQH - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 9.75% compared to Tekla Healthcare Investors (HQH) at 6.11%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than HQH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BST | HQH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.75% | 6.11% | +3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 16.86% | 14.65% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.44% | 20.55% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.81% | 19.60% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 21.50% | +4.33% |
Dividends
BST vs. HQH - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.79%, less than HQH's 11.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 8.79% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
HQH Tekla Healthcare Investors | 11.99% | 11.56% | 14.21% | 9.66% | 9.50% | 8.59% | 7.97% | 8.24% | 10.75% | 8.78% | 9.80% | 11.97% |
Financials
BST vs. HQH - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust and Tekla Healthcare Investors. 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 HQH have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BST has higher volatility (9.75%) compared to HQH (6.11%). In terms of maximum drawdown, BST dropped -47.72% vs HQH's -62.36%.
BST currently has the higher Sharpe Ratio (2.17 vs 1.86), 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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