BSTZ vs. HQH
BSTZ (BlackRock Science and Technology Trust II) and HQH (Tekla Healthcare Investors) are both stocks. Both are in the Financial Services sector — BSTZ in Capital Markets, HQH in Asset Management. Over the past 5 years, BSTZ returned 5.61%/yr vs 5.48%/yr for HQH. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
BSTZ vs. HQH - Performance Comparison
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Returns By Period
In the year-to-date period, BSTZ achieves a 40.69% return, which is significantly higher than HQH's 8.73% return.
BSTZ
- 1D
- 1.45%
- 1M
- 9.27%
- YTD
- 40.69%
- 6M
- 45.18%
- 1Y
- 74.28%
- 3Y*
- 32.82%
- 5Y*
- 5.61%
- 10Y*
- —
HQH
- 1D
- 1.63%
- 1M
- -1.58%
- YTD
- 8.73%
- 6M
- 8.61%
- 1Y
- 38.05%
- 3Y*
- 17.32%
- 5Y*
- 5.48%
- 10Y*
- 7.50%
BSTZ vs. HQH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 40.69% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 5.04% |
HQH Tekla Healthcare Investors | 8.73% | 34.12% | 10.22% | 1.22% | -17.27% | 7.99% | 24.82% | 9.97% |
Correlation
The correlation between BSTZ and HQH is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.52 |
Over the past year, the correlation between BSTZ and HQH has dropped to 0.28 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Fundamentals
BSTZ:
$8.53
HQH:
$6.05
BSTZ:
3.60
HQH:
3.20
BSTZ:
0.40
HQH:
0.22
BSTZ:
5.85
HQH:
32.66
BSTZ:
$361.49M
HQH:
$32.46M
BSTZ:
$169.67M
HQH:
$27.34M
BSTZ:
$586.67M
HQH:
$173.45M
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Return for Risk
BSTZ vs. HQH — Risk / Return Rank
BSTZ
HQH
BSTZ vs. HQH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and Tekla Healthcare Investors (HQH). 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 | HQH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.30 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 8.06 | 2.94 | +5.12 |
| Martin ratioReturn relative to average drawdown | 24.16 | 10.23 | +13.93 |
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Drawdowns
BSTZ vs. HQH - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -60.51%, roughly equal to the maximum HQH drawdown of -62.36%. Use the drawdown chart below to compare losses from any high point for BSTZ and HQH.
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Drawdown Indicators
| BSTZ | HQH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -62.36% | +1.85% |
Max Drawdown (1Y)Largest decline over 1 year | -9.26% | -13.01% | +3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -25.31% | -21.14% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | -37.55% | -22.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.55% | — |
Current DrawdownCurrent decline from peak | -2.60% | -3.20% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -27.46% | -21.04% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.76% | -0.68% |
Volatility
BSTZ vs. HQH - Volatility Comparison
BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 11.58% compared to Tekla Healthcare Investors (HQH) at 6.11%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than HQH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSTZ | HQH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.58% | 6.11% | +5.47% |
Volatility (6M)Calculated over the trailing 6-month period | 20.72% | 14.65% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.97% | 20.55% | +3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.69% | 19.60% | +8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.26% | 21.50% | +8.76% |
Dividends
BSTZ vs. HQH - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 8.21%, less than HQH's 11.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 8.21% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
HQH Tekla Healthcare Investors | 11.99% | 11.56% | 14.21% | 9.66% | 9.50% | 8.59% | 7.97% | 8.24% | 10.75% | 8.78% | 9.80% | 11.97% |
Financials
BSTZ vs. HQH - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and Tekla Healthcare Investors. 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
Frequently Asked Questions
BSTZ and HQH have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (11.58%) compared to HQH (6.11%). In terms of maximum drawdown, BSTZ dropped -60.51% vs HQH's -62.36%.
BSTZ currently has the higher Sharpe Ratio (3.12 vs 1.86), 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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