BST vs. SPY
Compare and contrast key facts about BlackRock Science and Technology Trust (BST) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BST or SPY.
Correlation
The correlation between BST and SPY is 0.70, 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. SPY - Performance Comparison
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Key characteristics
BST:
0.37
SPY:
0.69
BST:
0.63
SPY:
1.17
BST:
1.09
SPY:
1.18
BST:
0.27
SPY:
0.80
BST:
1.06
SPY:
3.08
BST:
8.00%
SPY:
4.88%
BST:
24.60%
SPY:
20.26%
BST:
-46.58%
SPY:
-55.19%
BST:
-14.50%
SPY:
-2.76%
Returns By Period
In the year-to-date period, BST achieves a 2.60% return, which is significantly higher than SPY's 1.69% return. Over the past 10 years, BST has outperformed SPY with an annualized return of 15.74%, while SPY has yielded a comparatively lower 12.78% annualized return.
BST
2.60%
15.78%
5.74%
9.20%
9.24%
15.74%
SPY
1.69%
12.88%
2.09%
13.66%
16.78%
12.78%
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Risk-Adjusted Performance
BST vs. SPY — Risk-Adjusted Performance Rank
BST
SPY
BST vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
BST vs. SPY - Dividend Comparison
BST's dividend yield for the trailing twelve months is around 8.29%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 8.29% | 8.21% | 8.91% | 10.57% | 8.53% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% | 0.57% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BST vs. SPY - Drawdown Comparison
The maximum BST drawdown since its inception was -46.58%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BST and SPY. For additional features, visit the drawdowns tool.
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Volatility
BST vs. SPY - Volatility Comparison
BlackRock Science and Technology Trust (BST) has a higher volatility of 7.30% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that BST's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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