BSTZ vs. SPYD
Compare and contrast key facts about BlackRock Science and Technology Trust II (BSTZ) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSTZ or SPYD.
Correlation
The correlation between BSTZ and SPYD is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BSTZ vs. SPYD - Performance Comparison
Key characteristics
BSTZ:
0.11
SPYD:
0.84
BSTZ:
0.30
SPYD:
1.17
BSTZ:
1.04
SPYD:
1.15
BSTZ:
0.05
SPYD:
1.12
BSTZ:
0.38
SPYD:
2.93
BSTZ:
6.61%
SPYD:
3.71%
BSTZ:
23.57%
SPYD:
12.94%
BSTZ:
-59.31%
SPYD:
-46.42%
BSTZ:
-41.28%
SPYD:
-8.07%
Returns By Period
In the year-to-date period, BSTZ achieves a -13.29% return, which is significantly lower than SPYD's -0.67% return.
BSTZ
-13.29%
-8.57%
-2.15%
2.59%
11.88%
N/A
SPYD
-0.67%
-2.52%
-3.29%
11.08%
18.49%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BSTZ vs. SPYD — Risk-Adjusted Performance Rank
BSTZ
SPYD
BSTZ vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
BSTZ vs. SPYD - Dividend Comparison
BSTZ's dividend yield for the trailing twelve months is around 13.66%, more than SPYD's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 13.66% | 9.75% | 10.90% | 14.73% | 7.92% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.49% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% |
Drawdowns
BSTZ vs. SPYD - Drawdown Comparison
The maximum BSTZ drawdown since its inception was -59.31%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for BSTZ and SPYD. For additional features, visit the drawdowns tool.
Volatility
BSTZ vs. SPYD - Volatility Comparison
BlackRock Science and Technology Trust II (BSTZ) has a higher volatility of 9.76% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 5.69%. This indicates that BSTZ's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.