ECAT vs. BCAT
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and BlackRock Capital Allocation Trust (BCAT).
ECAT is managed by Blackrock. It was launched on Sep 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECAT or BCAT.
Correlation
The correlation between ECAT and BCAT is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ECAT vs. BCAT - Performance Comparison
Key characteristics
ECAT:
1.47
BCAT:
1.37
ECAT:
1.98
BCAT:
2.05
ECAT:
1.26
BCAT:
1.25
ECAT:
2.29
BCAT:
1.21
ECAT:
7.19
BCAT:
7.31
ECAT:
2.89%
BCAT:
2.69%
ECAT:
14.19%
BCAT:
14.39%
ECAT:
-32.23%
BCAT:
-36.13%
ECAT:
-0.37%
BCAT:
-0.78%
Returns By Period
The year-to-date returns for both stocks are quite close, with ECAT having a 6.08% return and BCAT slightly lower at 5.96%.
ECAT
6.08%
2.37%
6.27%
20.49%
N/A
N/A
BCAT
5.96%
0.48%
5.42%
20.94%
N/A
N/A
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Risk-Adjusted Performance
ECAT vs. BCAT — Risk-Adjusted Performance Rank
ECAT
BCAT
ECAT vs. BCAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and BlackRock Capital Allocation Trust (BCAT). 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
ECAT vs. BCAT - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 18.93%, less than BCAT's 19.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 18.93% | 17.45% | 9.14% | 8.94% | 0.54% | 0.00% |
BCAT BlackRock Capital Allocation Trust | 19.21% | 17.50% | 10.11% | 9.00% | 6.42% | 0.48% |
Drawdowns
ECAT vs. BCAT - Drawdown Comparison
The maximum ECAT drawdown since its inception was -32.23%, smaller than the maximum BCAT drawdown of -36.13%. Use the drawdown chart below to compare losses from any high point for ECAT and BCAT. For additional features, visit the drawdowns tool.
Volatility
ECAT vs. BCAT - Volatility Comparison
BlackRock ESG Capital Allocation Term Trust (ECAT) has a higher volatility of 3.08% compared to BlackRock Capital Allocation Trust (BCAT) at 2.30%. This indicates that ECAT's price experiences larger fluctuations and is considered to be riskier than BCAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.