ECAT vs. BGT

In the year-to-date period, ECAT achieves a 5.62% return, which is significantly higher than BGT's 0.48% return.

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ECAT has a 1.38% expense ratio, which is lower than BGT's 1.74% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and BlackRock Floating Rate Income Trust (BGT). 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 ECAT Sharpe Ratio is 0.63, which is comparable to the BGT Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of ECAT and BGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ECAT's dividend yield for the trailing twelve months is around 23.06%, more than BGT's 11.73% yield.

The maximum ECAT drawdown since its inception was -32.23%, smaller than the maximum BGT drawdown of -58.31%. Use the drawdown chart below to compare losses from any high point for ECAT and BGT.

The current volatility for BlackRock ESG Capital Allocation Term Trust (ECAT) is 4.31%, while BlackRock Floating Rate Income Trust (BGT) has a volatility of 4.74%. This indicates that ECAT experiences smaller price fluctuations and is considered to be less risky than BGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.