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 0.39, 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:
1.92
SPYD:
1.38
BSTZ:
2.62
SPYD:
1.93
BSTZ:
1.32
SPYD:
1.25
BSTZ:
0.75
SPYD:
1.77
BSTZ:
7.91
SPYD:
7.63
BSTZ:
4.94%
SPYD:
2.30%
BSTZ:
20.39%
SPYD:
12.68%
BSTZ:
-59.31%
SPYD:
-46.42%
BSTZ:
-31.30%
SPYD:
-7.51%
Returns By Period
In the year-to-date period, BSTZ achieves a 39.50% return, which is significantly higher than SPYD's 15.26% return.
BSTZ
39.50%
2.09%
14.53%
37.20%
10.18%
N/A
SPYD
15.26%
-5.68%
10.33%
16.00%
6.87%
N/A
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Risk-Adjusted Performance
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 9.60%, more than SPYD's 4.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 9.60% | 10.89% | 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 | 4.31% | 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 6.70% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 4.44%. 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.