BSTZ vs. QQQX

The year-to-date returns for both stocks are quite close, with BSTZ having a -10.35% return and QQQX slightly lower at -10.72%.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). 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 0.61, which is comparable to the QQQX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of BSTZ and QQQX, 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 14.04%, more than QQQX's 8.31% yield.

The maximum BSTZ drawdown since its inception was -59.31%, roughly equal to the maximum QQQX drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for BSTZ and QQQX. For additional features, visit the drawdowns tool.

The current volatility for BlackRock Science and Technology Trust II (BSTZ) is 15.34%, while Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) has a volatility of 16.15%. This indicates that BSTZ experiences smaller price fluctuations and is considered to be less risky than QQQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between BlackRock Science and Technology Trust II and Nuveen Nasdaq 100 Dynamic Overwrite Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.