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BSTZ vs. BST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

BSTZ vs. BST - Performance Comparison

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

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BSTZ vs. BST - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BSTZ
BlackRock Science and Technology Trust II
0.13%25.06%37.49%18.72%-55.34%12.71%87.46%4.20%
BST
BlackRock Science and Technology Trust
-8.64%23.65%17.96%30.07%-38.28%-0.35%69.27%13.89%

Fundamentals

Market Cap

BSTZ:

$1.52B

BST:

$1.26B

EPS

BSTZ:

$8.53

BST:

$15.06

PE Ratio

BSTZ:

2.60

BST:

2.41

PEG Ratio

BSTZ:

0.29

BST:

1.30

PS Ratio

BSTZ:

4.21

BST:

4.53

PB Ratio

BSTZ:

0.89

BST:

0.85

Total Revenue (TTM)

BSTZ:

$361.49M

BST:

$278.31M

Gross Profit (TTM)

BSTZ:

$169.67M

BST:

$423.37M

EBITDA (TTM)

BSTZ:

$586.67M

BST:

$522.97M

Returns By Period

In the year-to-date period, BSTZ achieves a 0.13% return, which is significantly higher than BST's -8.64% return.


BSTZ

1D
4.43%
1M
-1.94%
YTD
0.13%
6M
6.05%
1Y
41.49%
3Y*
18.36%
5Y*
-0.08%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BSTZ vs. BST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSTZ
BSTZ Risk / Return Rank: 8888
Overall Rank
BSTZ Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BSTZ Sortino Ratio Rank: 8686
Sortino Ratio Rank
BSTZ Omega Ratio Rank: 8686
Omega Ratio Rank
BSTZ Calmar Ratio Rank: 8888
Calmar Ratio Rank
BSTZ Martin Ratio Rank: 9292
Martin Ratio Rank

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
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.

BSTZ vs. BST - Risk-Adjusted Trends 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.


BSTZBSTDifference

Sharpe ratio

Return per unit of total volatility

1.75

1.03

+0.71

Sortino ratio

Return per unit of downside risk

2.40

1.54

+0.87

Omega ratio

Gain probability vs. loss probability

1.33

1.22

+0.11

Calmar ratio

Return relative to maximum drawdown

3.36

1.36

+2.00

Martin ratio

Return relative to average drawdown

11.87

4.44

+7.43

BSTZ vs. BST - Sharpe Ratio Comparison

The current BSTZ Sharpe Ratio is 1.75, which is higher than the BST Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of BSTZ and BST, 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


BSTZBSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

1.03

+0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.00

0.01

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.55

-0.18

Correlation

The correlation between BSTZ and BST 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

BSTZ vs. BST - Dividend Comparison

BSTZ's dividend yield for the trailing twelve months is around 11.92%, more than BST's 11.56% yield.


TTM20252024202320222021202020192018201720162015
BSTZ
BlackRock Science and Technology Trust II
11.92%12.46%9.75%10.90%14.73%5.14%3.42%2.44%0.00%0.00%0.00%0.00%
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%

Drawdowns

BSTZ vs. BST - Drawdown Comparison

The maximum BSTZ drawdown since its inception was -60.51%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for BSTZ and BST.


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Drawdown Indicators


BSTZBSTDifference

Max Drawdown

Largest peak-to-trough decline

-60.51%

-47.72%

-12.79%

Max Drawdown (1Y)

Largest decline over 1 year

-11.57%

-15.31%

+3.74%

Max Drawdown (5Y)

Largest decline over 5 years

-60.51%

-47.72%

-12.79%

Max Drawdown (10Y)

Largest decline over 10 years

-47.72%

Current Drawdown

Current decline from peak

-17.70%

-12.35%

-5.35%

Average Drawdown

Average peak-to-trough decline

-28.15%

-13.14%

-15.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.28%

4.70%

-1.42%

Volatility

BSTZ vs. BST - Volatility Comparison

BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 10.14% compared to BlackRock Science and Technology Trust (BST) at 7.49%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BSTZBSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.14%

7.49%

+2.65%

Volatility (6M)

Calculated over the trailing 6-month period

16.03%

13.67%

+2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

23.94%

22.03%

+1.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.17%

23.46%

+3.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.09%

25.59%

+4.50%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
140.57M
157.07M
(BSTZ) Total Revenue
(BST) Total Revenue
Values in USD except per share items