DSU vs. AIO
Compare and contrast key facts about BlackRock Debt Strategies Fund, Inc. (DSU) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
DSU is managed by Blackrock. It was launched on Nov 6, 1998. AIO is managed by Virtus. It was launched on Oct 29, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSU or AIO.
Correlation
The correlation between DSU and AIO is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSU vs. AIO - Performance Comparison
Key characteristics
DSU:
0.44
AIO:
0.64
DSU:
0.65
AIO:
0.98
DSU:
1.12
AIO:
1.14
DSU:
0.41
AIO:
0.55
DSU:
2.79
AIO:
2.10
DSU:
2.16%
AIO:
7.92%
DSU:
13.73%
AIO:
26.04%
DSU:
-71.27%
AIO:
-44.88%
DSU:
-4.00%
AIO:
-17.83%
Returns By Period
In the year-to-date period, DSU achieves a -1.94% return, which is significantly higher than AIO's -14.25% return.
DSU
-1.94%
-2.46%
-0.55%
6.64%
12.06%
7.40%
AIO
-14.25%
-3.08%
-3.29%
16.63%
16.36%
N/A
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DSU vs. AIO - Expense Ratio Comparison
DSU has a 2.47% expense ratio, which is higher than AIO's 1.41% expense ratio.
Risk-Adjusted Performance
DSU vs. AIO — Risk-Adjusted Performance Rank
DSU
AIO
DSU vs. AIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Debt Strategies Fund, Inc. (DSU) and Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). 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
DSU vs. AIO - Dividend Comparison
DSU's dividend yield for the trailing twelve months is around 11.66%, more than AIO's 8.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSU BlackRock Debt Strategies Fund, Inc. | 11.66% | 11.01% | 9.70% | 7.56% | 6.21% | 7.96% | 7.43% | 8.41% | 6.98% | 6.60% | 8.07% | 7.96% |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | 8.75% | 7.30% | 10.34% | 11.12% | 19.97% | 9.30% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DSU vs. AIO - Drawdown Comparison
The maximum DSU drawdown since its inception was -71.27%, which is greater than AIO's maximum drawdown of -44.88%. Use the drawdown chart below to compare losses from any high point for DSU and AIO. For additional features, visit the drawdowns tool.
Volatility
DSU vs. AIO - Volatility Comparison
The current volatility for BlackRock Debt Strategies Fund, Inc. (DSU) is 11.37%, while Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has a volatility of 16.54%. This indicates that DSU experiences smaller price fluctuations and is considered to be less risky than AIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.