ECAT vs. BGT
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and BlackRock Floating Rate Income Trust (BGT).
ECAT is managed by BlackRock. It was launched on Sep 28, 2021. BGT is managed by BlackRock. It was launched on Aug 26, 2004.
Performance
ECAT vs. BGT - Performance Comparison
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ECAT vs. BGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | -6.71% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
BGT BlackRock Floating Rate Income Trust | -1.91% | -0.84% | 16.12% | 26.29% | -16.57% | 7.08% |
Returns By Period
In the year-to-date period, ECAT achieves a -6.71% return, which is significantly lower than BGT's -1.91% return.
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
BGT
- 1D
- 3.36%
- 1M
- -1.34%
- YTD
- -1.91%
- 6M
- -5.65%
- 1Y
- -2.13%
- 3Y*
- 10.79%
- 5Y*
- 6.72%
- 10Y*
- 6.51%
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ECAT vs. BGT - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is lower than BGT's 1.74% expense ratio.
Return for Risk
ECAT vs. BGT — Risk / Return Rank
ECAT
BGT
ECAT vs. BGT - Risk-Adjusted Trends Comparison
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.
| ECAT | BGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | -0.14 | +0.56 |
Sortino ratioReturn per unit of downside risk | 0.68 | -0.09 | +0.77 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | -0.20 | +0.67 |
Martin ratioReturn relative to average drawdown | 1.75 | -0.50 | +2.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ECAT | BGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | -0.14 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.50 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.29 | +0.03 |
Correlation
The correlation between ECAT and BGT is 0.36, 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.
Dividends
ECAT vs. BGT - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 25.39%, more than BGT's 13.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 25.39% | 23.00% | 17.44% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BGT BlackRock Floating Rate Income Trust | 13.41% | 12.74% | 11.22% | 10.36% | 6.87% | 5.55% | 7.58% | 6.33% | 6.64% | 5.03% | 5.03% | 6.04% |
Drawdowns
ECAT vs. BGT - Drawdown Comparison
The maximum ECAT drawdown since its inception was -32.23%, smaller than the maximum BGT drawdown of -58.06%. Use the drawdown chart below to compare losses from any high point for ECAT and BGT.
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Drawdown Indicators
| ECAT | BGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.23% | -58.06% | +25.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -11.76% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.90% | — |
Current DrawdownCurrent decline from peak | -10.48% | -7.89% | -2.59% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -8.14% | -1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.69% | -1.20% |
Volatility
ECAT vs. BGT - Volatility Comparison
BlackRock ESG Capital Allocation Term Trust (ECAT) has a higher volatility of 5.97% compared to BlackRock Floating Rate Income Trust (BGT) at 4.68%. This indicates that ECAT's price experiences larger fluctuations and is considered to be riskier than BGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ECAT | BGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.68% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 7.45% | +2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 15.04% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 13.48% | +3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 15.31% | +1.64% |