ECAT vs. JQC

In the year-to-date period, ECAT achieves a 3.53% return, which is significantly higher than JQC's -3.98% return.

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ECAT has a 1.38% expense ratio, which is lower than JQC's 4.34% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and Nuveen Credit Strategies Income Fund (JQC). 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 0.83, which is higher than the JQC Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of ECAT and JQC, 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 22.14%, more than JQC's 12.34% yield.

The maximum ECAT drawdown since its inception was -32.23%, smaller than the maximum JQC drawdown of -75.18%. Use the drawdown chart below to compare losses from any high point for ECAT and JQC. For additional features, visit the drawdowns tool.

The current volatility for BlackRock ESG Capital Allocation Term Trust (ECAT) is 5.08%, while Nuveen Credit Strategies Income Fund (JQC) has a volatility of 7.45%. This indicates that ECAT experiences smaller price fluctuations and is considered to be less risky than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.