BSTZ vs. BMEZ
Compare and contrast key facts about BlackRock Science and Technology Trust II (BSTZ) and BlackRock Health Sciences Trust II (BMEZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSTZ or BMEZ.
Key characteristics
| BSTZ | BMEZ | |
|---|---|---|
| YTD Return | 36.24% | 17.68% |
| 1Y Return | 46.53% | 26.96% |
| 3Y Return (Ann) | -12.08% | -8.23% |
| Sharpe Ratio | 2.41 | 1.90 |
| Sortino Ratio | 3.17 | 2.65 |
| Omega Ratio | 1.40 | 1.33 |
| Calmar Ratio | 0.89 | 0.61 |
| Martin Ratio | 9.75 | 6.92 |
| Ulcer Index | 4.94% | 3.91% |
| Daily Std Dev | 20.00% | 14.24% |
| Max Drawdown | -59.31% | -46.05% |
| Current Drawdown | -32.90% | -27.20% |
Fundamentals
| BSTZ | BMEZ | |
|---|---|---|
| Market Cap | $1.55B | $1.64B |
| EPS | $2.92 | -$0.16 |
Correlation
The correlation between BSTZ and BMEZ is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BSTZ vs. BMEZ - Performance Comparison
In the year-to-date period, BSTZ achieves a 36.24% return, which is significantly higher than BMEZ's 17.68% 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. BMEZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and BlackRock Health Sciences Trust II (BMEZ). 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. BMEZ - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 8.55%, less than BMEZ's 9.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 8.55% | 10.89% | 14.73% | 7.92% | 3.42% | 2.44% |
BMEZ BlackRock Health Sciences Trust II | 9.60% | 10.81% | 11.28% | 6.75% | 3.14% | 0.00% |
Drawdowns
BSTZ vs. BMEZ - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -59.31%, which is greater than BMEZ's maximum drawdown of -46.05%. Use the drawdown chart below to compare losses from any high point for BSTZ and BMEZ. For additional features, visit the drawdowns tool.
Volatility
BSTZ vs. BMEZ - Volatility Comparison
BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 4.37% compared to BlackRock Health Sciences Trust II (BMEZ) at 3.45%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than BMEZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BSTZ vs. BMEZ - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and BlackRock Health Sciences Trust II. 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