ECAT vs. JQC
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and Nuveen Credit Strategies Income Fund (JQC).
ECAT is managed by Blackrock. It was launched on Sep 28, 2021. JQC is managed by Nuveen. It was launched on Jun 26, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECAT or JQC.
Correlation
The correlation between ECAT and JQC is 0.42, 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
ECAT vs. JQC - Performance Comparison
Key characteristics
ECAT:
1.46
JQC:
1.46
ECAT:
1.97
JQC:
1.97
ECAT:
1.26
JQC:
1.26
ECAT:
2.28
JQC:
2.99
ECAT:
7.17
JQC:
8.34
ECAT:
2.89%
JQC:
1.85%
ECAT:
14.20%
JQC:
10.61%
ECAT:
-32.23%
JQC:
-75.18%
ECAT:
-0.26%
JQC:
-3.88%
Returns By Period
In the year-to-date period, ECAT achieves a 6.20% return, which is significantly higher than JQC's -0.75% return.
ECAT
6.20%
2.62%
7.93%
21.14%
N/A
N/A
JQC
-0.75%
-1.34%
2.12%
15.42%
5.58%
5.74%
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ECAT vs. JQC - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is lower than JQC's 4.34% expense ratio.
Risk-Adjusted Performance
ECAT vs. JQC — Risk-Adjusted Performance Rank
ECAT
JQC
ECAT vs. JQC - Risk-Adjusted Performance Comparison
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.
Dividends
ECAT vs. JQC - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 18.91%, more than JQC's 11.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 18.91% | 17.45% | 9.14% | 8.94% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JQC Nuveen Credit Strategies Income Fund | 11.70% | 11.39% | 11.49% | 9.78% | 10.06% | 16.10% | 16.22% | 6.57% | 7.49% | 7.06% | 7.54% | 6.58% |
Drawdowns
ECAT vs. JQC - Drawdown Comparison
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.
Volatility
ECAT vs. JQC - Volatility Comparison
BlackRock ESG Capital Allocation Term Trust (ECAT) has a higher volatility of 3.07% compared to Nuveen Credit Strategies Income Fund (JQC) at 2.91%. This indicates that ECAT's price experiences larger fluctuations and is considered to be riskier than JQC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.