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 | 37.93% | 16.16% |
| 1Y Return | 41.47% | 21.67% |
| 3Y Return (Ann) | -11.92% | -16.17% |
| Sharpe Ratio | 2.25 | 1.36 |
| Sortino Ratio | 2.99 | 1.93 |
| Omega Ratio | 1.38 | 1.24 |
| Calmar Ratio | 0.87 | 0.43 |
| Martin Ratio | 9.12 | 4.59 |
| Ulcer Index | 4.94% | 5.77% |
| Daily Std Dev | 19.99% | 19.42% |
| Max Drawdown | -59.31% | -67.28% |
| Current Drawdown | -32.07% | -52.34% |
Fundamentals
| BSTZ | BIGZ | |
|---|---|---|
| Market Cap | $1.57B | $1.70B |
| EPS | $2.84 | $0.89 |
| PE Ratio | 7.44 | 8.71 |
Correlation
The correlation between BSTZ and BIGZ is 0.74, 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 37.93% return, which is significantly higher than BIGZ's 16.16% 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 7.96%, less than BIGZ's 9.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 7.96% | 10.89% | 14.73% | 7.92% | 3.42% | 2.44% |
BIGZ Blackrock Innovation & Growth Trust | 9.05% | 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
The current volatility for BlackRock Science and Technology Trust II (BSTZ) is 4.52%, while Blackrock Innovation & Growth Trust (BIGZ) has a volatility of 4.98%. This indicates that BSTZ experiences smaller price fluctuations and is considered to be less risky 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