BST vs. QQQ
BST (BlackRock Science and Technology Trust) is a stock, while QQQ (Invesco QQQ ETF) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 10 years, BST returned 20.10%/yr vs 21.79%/yr for QQQ. A 0.76 correlation means they provide meaningful diversification when combined.
Performance
BST vs. QQQ - 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 QQQ's 17.57% return. Over the past 10 years, BST has underperformed QQQ with an annualized return of 20.10%, while QQQ has yielded a comparatively higher 21.79% 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%
QQQ
- 1D
- 0.59%
- 1M
- 0.93%
- YTD
- 17.57%
- 6M
- 17.85%
- 1Y
- 35.82%
- 3Y*
- 26.43%
- 5Y*
- 16.85%
- 10Y*
- 21.79%
BST vs. QQQ - 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% |
QQQ Invesco QQQ ETF | 17.57% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Correlation
The correlation between BST and QQQ is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2014 | 0.76 |
The correlation between BST and QQQ has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.
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Return for Risk
BST vs. QQQ — Risk / Return Rank
BST
QQQ
BST vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.01 | -0.25 |
| Martin ratioReturn relative to average drawdown | 8.87 | 11.22 | -2.35 |
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Drawdowns
BST vs. QQQ - Drawdown Comparison
The maximum BST drawdown since its inception was -47.72%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for BST and QQQ.
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Drawdown Indicators
| BST | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.72% | -82.97% | +35.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.31% | -11.96% | -3.35% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -22.77% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -47.72% | -35.12% | -12.60% |
Max Drawdown (10Y)Largest decline over 10 years | -47.72% | -35.12% | -12.60% |
Current DrawdownCurrent decline from peak | -4.13% | -3.33% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -12.96% | -32.75% | +19.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.76% | 3.20% | +1.56% |
Volatility
BST vs. QQQ - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 9.75% compared to Invesco QQQ ETF (QQQ) at 7.56%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BST | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.75% | 7.56% | +2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.86% | 13.81% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.44% | 17.19% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.81% | 22.55% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.83% | 22.38% | +3.45% |
Dividends
BST vs. QQQ - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.79%, more than QQQ's 0.39% 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% |
QQQ Invesco QQQ ETF | 0.39% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Frequently Asked Questions
BST and QQQ have a correlation of 0.77, 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 QQQ (7.56%). In terms of maximum drawdown, BST dropped -47.72% vs QQQ's -82.97%.
BST currently has the higher Sharpe Ratio (2.17 vs 2.09), 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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