BSTZ vs. JEPI

In the year-to-date period, BSTZ achieves a -11.66% return, which is significantly lower than JEPI's -2.96% return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and JPMorgan Equity Premium Income ETF (JEPI). 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.

The current BSTZ Sharpe Ratio is 0.58, which is higher than the JEPI Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of BSTZ and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSTZ's dividend yield for the trailing twelve months is around 14.25%, more than JEPI's 7.90% yield.

The maximum BSTZ drawdown since its inception was -59.31%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BSTZ and JEPI. For additional features, visit the drawdowns tool.

BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 15.34% compared to JPMorgan Equity Premium Income ETF (JEPI) at 11.06%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.