ECAT vs. PUTW
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and WisdomTree Equity Premium Income Fund (PUTW).
ECAT is managed by BlackRock. It was launched on Sep 28, 2021. PUTW is a passively managed fund by WisdomTree that tracks the performance of the Volos U.S. Large Cap Target 2.5% PutWrite Index. It was launched on Feb 24, 2016.
Performance
ECAT vs. PUTW - Performance Comparison
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ECAT vs. PUTW - 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% |
PUTW WisdomTree Equity Premium Income Fund | -1.66% | 14.45% | 17.18% | 15.53% | -10.11% | 5.46% |
Returns By Period
In the year-to-date period, ECAT achieves a -6.71% return, which is significantly lower than PUTW's -1.66% return.
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
PUTW
- 1D
- 2.60%
- 1M
- -3.50%
- YTD
- -1.66%
- 6M
- 1.99%
- 1Y
- 15.64%
- 3Y*
- 13.04%
- 5Y*
- 9.37%
- 10Y*
- 7.80%
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ECAT vs. PUTW - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is higher than PUTW's 0.44% expense ratio.
Return for Risk
ECAT vs. PUTW — Risk / Return Rank
ECAT
PUTW
ECAT vs. PUTW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and WisdomTree Equity Premium Income Fund (PUTW). 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 | PUTW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.10 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.68 | 1.65 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.62 | -1.15 |
Martin ratioReturn relative to average drawdown | 1.75 | 8.70 | -6.96 |
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 | PUTW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.10 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.61 | -0.29 |
Correlation
The correlation between ECAT and PUTW is 0.64, 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.
Dividends
ECAT vs. PUTW - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 25.39%, more than PUTW's 12.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PUTW WisdomTree Equity Premium Income Fund | 12.37% | 13.18% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% |
Drawdowns
ECAT vs. PUTW - Drawdown Comparison
The maximum ECAT drawdown since its inception was -32.23%, which is greater than PUTW's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for ECAT and PUTW.
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Drawdown Indicators
| ECAT | PUTW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.23% | -28.40% | -3.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -9.90% | -3.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.56% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.40% | — |
Current DrawdownCurrent decline from peak | -10.48% | -4.73% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -3.48% | -5.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 1.85% | +1.64% |
Volatility
ECAT vs. PUTW - Volatility Comparison
BlackRock ESG Capital Allocation Term Trust (ECAT) has a higher volatility of 5.97% compared to WisdomTree Equity Premium Income Fund (PUTW) at 4.77%. This indicates that ECAT's price experiences larger fluctuations and is considered to be riskier than PUTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ECAT | PUTW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.77% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 7.82% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 14.33% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 12.21% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 13.23% | +3.72% |