BSTZ vs. VTI

In the year-to-date period, BSTZ achieves a -10.35% return, which is significantly lower than VTI's -6.29% return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Science and Technology Trust II (BSTZ) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of BSTZ and VTI, 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 VTI's 1.39% yield.

The maximum BSTZ drawdown since its inception was -59.31%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BSTZ and VTI. For additional features, visit the drawdowns tool.

BlackRock Science and Technology Trust II (BSTZ) and Vanguard Total Stock Market ETF (VTI) have volatilities of 15.34% and 14.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.