BSTZ vs. BIGZ
Compare and contrast key facts about BlackRock Science and Technology Trust II (BSTZ) and Blackrock Innovation & Growth Trust (BIGZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSTZ or BIGZ.
Key characteristics
| BSTZ | BIGZ | |
|---|---|---|
| YTD Return | 6.58% | 0.26% |
| 1Y Return | 15.82% | 7.28% |
| 3Y Return (Ann) | -15.21% | -24.33% |
| Sharpe Ratio | 0.79 | 0.29 |
| Daily Std Dev | 19.09% | 20.80% |
| Max Drawdown | -59.31% | -67.28% |
| Current Drawdown | -47.51% | -58.87% |
Fundamentals
| BSTZ | BIGZ | |
|---|---|---|
| Market Cap | $1.34B | $1.62B |
| EPS | $0.71 | -$0.40 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between BSTZ and BIGZ 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.
Performance
BSTZ vs. BIGZ - Performance Comparison
In the year-to-date period, BSTZ achieves a 6.58% return, which is significantly higher than BIGZ's 0.26% 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
BSTZ vs. BIGZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and Blackrock Innovation & Growth Trust (BIGZ). 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
BSTZ vs. BIGZ - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 8.78%, less than BIGZ's 9.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 8.78% | 10.90% | 14.73% | 7.92% | 3.42% | 2.44% |
BIGZ Blackrock Innovation & Growth Trust | 9.25% | 10.45% | 14.54% | 4.81% | 0.00% | 0.00% |
Drawdowns
BSTZ vs. BIGZ - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -59.31%, smaller than the maximum BIGZ drawdown of -67.28%. Use the drawdown chart below to compare losses from any high point for BSTZ and BIGZ. For additional features, visit the drawdowns tool.
Volatility
BSTZ vs. BIGZ - Volatility Comparison
BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 6.09% compared to Blackrock Innovation & Growth Trust (BIGZ) at 5.32%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than BIGZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BSTZ vs. BIGZ - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and Blackrock Innovation & Growth Trust. 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