BSTZ vs. HGER
BSTZ (BlackRock Science and Technology Term Trust) is a stock, while HGER (Harbor Commodity All-Weather Strategy ETF) is Commodities fund tracking the Quantix Commodity Index - Benchmark TR Net. Over the past 3 years, BSTZ returned 29.17%/yr vs 18.74%/yr for HGER. At a 0.13 correlation, their price movements are largely independent.
Performance
BSTZ vs. HGER - Performance Comparison
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Returns By Period
In the year-to-date period, BSTZ achieves a 33.75% return, which is significantly higher than HGER's 25.42% return.
BSTZ
- 1D
- -1.36%
- 1M
- -4.93%
- 6M
- 33.34%
- YTD
- 33.75%
- 1Y
- 57.56%
- 3Y*
- 29.17%
- 5Y*
- 3.42%
- 10Y*
- —
HGER
- 1D
- 1.83%
- 1M
- 3.18%
- 6M
- 21.27%
- YTD
- 25.42%
- 1Y
- 34.37%
- 3Y*
- 18.74%
- 5Y*
- —
- 10Y*
- —
BSTZ vs. HGER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Term Trust | 33.75% | 25.06% | 37.49% | 18.72% | -46.67% |
HGER Harbor Commodity All-Weather Strategy ETF | 25.42% | 20.08% | 9.25% | 1.93% | 9.66% |
Correlation
The correlation between BSTZ and HGER is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.13 |
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Return for Risk
BSTZ vs. HGER — Risk / Return Rank
BSTZ
HGER
BSTZ vs. HGER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Term Trust (BSTZ) and Harbor Commodity All-Weather Strategy ETF (HGER). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BSTZ | HGER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.36 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 5.66 | 2.46 | +3.20 |
| Martin ratioReturn relative to average drawdown | 16.21 | 8.94 | +7.27 |
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Drawdowns
BSTZ vs. HGER - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -60.51%, which is greater than HGER's maximum drawdown of -23.31%. Use the drawdown chart below to compare losses from any high point for BSTZ and HGER.
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Drawdown Indicators
| BSTZ | HGER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -23.31% | -37.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -14.04% | +3.81% |
Max Drawdown (3Y)Largest decline over 3 years | -25.31% | -14.04% | -11.27% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | — | — |
Current DrawdownCurrent decline from peak | -8.24% | -6.99% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -27.23% | -7.70% | -19.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.86% | -0.30% |
Volatility
BSTZ vs. HGER - Volatility Comparison
BlackRock Science and Technology Term Trust (BSTZ) has a higher volatility of 12.52% compared to Harbor Commodity All-Weather Strategy ETF (HGER) at 5.90%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than HGER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSTZ | HGER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.52% | 5.90% | +6.62% |
Volatility (6M)Calculated over the trailing 6-month period | 22.97% | 15.41% | +7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.32% | 17.47% | +8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.07% | 17.68% | +10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.39% | 17.68% | +12.71% |
Dividends
BSTZ vs. HGER - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 8.49%, more than HGER's 5.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Term Trust | 8.49% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% |
HGER Harbor Commodity All-Weather Strategy ETF | 5.65% | 7.09% | 3.28% | 7.24% | 0.64% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSTZ and HGER have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (12.52%) compared to HGER (5.90%). In terms of maximum drawdown, BSTZ dropped -60.51% vs HGER's -23.31%.
BSTZ currently has the higher Sharpe Ratio (2.20 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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