BSTZ vs. BST
Compare and contrast key facts about BlackRock Science and Technology Trust II (BSTZ) and BlackRock Science and Technology Trust (BST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSTZ or BST.
Key characteristics
| BSTZ | BST | |
|---|---|---|
| YTD Return | 6.58% | 6.35% |
| 1Y Return | 15.82% | 22.23% |
| 3Y Return (Ann) | -15.21% | -8.21% |
| Sharpe Ratio | 0.79 | 1.18 |
| Daily Std Dev | 19.09% | 17.56% |
| Max Drawdown | -59.31% | -46.59% |
| Current Drawdown | -47.51% | -24.89% |
Fundamentals
| BSTZ | BST | |
|---|---|---|
| Market Cap | $1.34B | $1.00B |
| EPS | $0.71 | $5.34 |
| PE Ratio | 24.82 | 9.39 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between BSTZ and BST is 0.76, 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. BST - Performance Comparison
The year-to-date returns for both stocks are quite close, with BSTZ having a 6.58% return and BST slightly lower at 6.35%. 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. BST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and BlackRock Science and Technology Trust (BST). 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. BST - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 8.78%, more than BST's 8.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 8.78% | 10.90% | 14.73% | 7.92% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BST BlackRock Science and Technology Trust | 8.62% | 8.91% | 10.57% | 8.45% | 3.72% | 10.19% | 6.20% | 4.64% | 6.47% | 6.71% | 0.55% |
Drawdowns
BSTZ vs. BST - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -59.31%, which is greater than BST's maximum drawdown of -46.59%. Use the drawdown chart below to compare losses from any high point for BSTZ and BST. For additional features, visit the drawdowns tool.
Volatility
BSTZ vs. BST - Volatility Comparison
The current volatility for BlackRock Science and Technology Trust II (BSTZ) is 6.09%, while BlackRock Science and Technology Trust (BST) has a volatility of 6.45%. This indicates that BSTZ experiences smaller price fluctuations and is considered to be less risky than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BSTZ vs. BST - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and BlackRock Science and Technology 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