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BST vs. VGT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BST vs. VGT - Performance Comparison

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

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BST vs. VGT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BST
BlackRock Science and Technology Trust
-8.64%23.65%17.96%30.07%-38.28%-0.35%69.27%34.57%8.84%57.43%
VGT
Vanguard Information Technology ETF
-7.34%21.77%29.30%52.66%-29.70%30.45%46.04%48.62%2.46%37.08%

Returns By Period

In the year-to-date period, BST achieves a -8.64% return, which is significantly lower than VGT's -7.34% return. Over the past 10 years, BST has underperformed VGT with an annualized return of 16.73%, while VGT has yielded a comparatively higher 21.35% annualized 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%

VGT

1D
4.34%
1M
-3.89%
YTD
-7.34%
6M
-6.36%
1Y
29.19%
3Y*
22.58%
5Y*
14.54%
10Y*
21.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BST vs. VGT — 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

VGT
VGT Risk / Return Rank: 6767
Overall Rank
VGT Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VGT Sortino Ratio Rank: 6969
Sortino Ratio Rank
VGT Omega Ratio Rank: 6666
Omega Ratio Rank
VGT Calmar Ratio Rank: 7373
Calmar Ratio Rank
VGT Martin Ratio Rank: 6161
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. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust (BST) and Vanguard Information Technology ETF (VGT). 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.


BSTVGTDifference

Sharpe ratio

Return per unit of total volatility

1.03

1.08

-0.04

Sortino ratio

Return per unit of downside risk

1.54

1.65

-0.11

Omega ratio

Gain probability vs. loss probability

1.22

1.23

-0.01

Calmar ratio

Return relative to maximum drawdown

1.36

1.77

-0.41

Martin ratio

Return relative to average drawdown

4.44

5.47

-1.04

BST vs. VGT - Sharpe Ratio Comparison

The current BST Sharpe Ratio is 1.03, which is comparable to the VGT Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of BST and VGT, 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


BSTVGTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

1.08

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.58

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.88

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.61

-0.06

Correlation

The correlation between BST and VGT 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. VGT - Dividend Comparison

BST's dividend yield for the trailing twelve months is around 11.56%, more than VGT's 0.44% 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%
VGT
Vanguard Information Technology ETF
0.44%0.40%0.60%0.65%0.91%0.64%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

BST vs. VGT - Drawdown Comparison

The maximum BST drawdown since its inception was -47.72%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BST and VGT.


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Drawdown Indicators


BSTVGTDifference

Max Drawdown

Largest peak-to-trough decline

-47.72%

-54.63%

+6.91%

Max Drawdown (1Y)

Largest decline over 1 year

-15.31%

-16.40%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-47.72%

-35.07%

-12.65%

Max Drawdown (10Y)

Largest decline over 10 years

-47.72%

-35.07%

-12.65%

Current Drawdown

Current decline from peak

-12.35%

-12.77%

+0.42%

Average Drawdown

Average peak-to-trough decline

-13.14%

-8.00%

-5.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.70%

5.30%

-0.60%

Volatility

BST vs. VGT - Volatility Comparison

The current volatility for BlackRock Science and Technology Trust (BST) is 7.49%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.99%. This indicates that BST experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSTVGTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.49%

7.99%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

13.67%

16.31%

-2.64%

Volatility (1Y)

Calculated over the trailing 1-year period

22.03%

27.24%

-5.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.46%

25.07%

-1.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.59%

24.48%

+1.11%