ECAT vs. SPY
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and SPDR S&P 500 ETF (SPY).
ECAT is managed by Blackrock. It was launched on Sep 28, 2021. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECAT or SPY.
Correlation
The correlation between ECAT and SPY is 0.40, 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.
Performance
ECAT vs. SPY - Performance Comparison
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Key characteristics
ECAT:
13.97%
SPY:
20.02%
ECAT:
-1.34%
SPY:
-55.19%
ECAT:
0.00%
SPY:
-7.65%
Returns By Period
ECAT
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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ECAT vs. SPY - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ECAT vs. SPY — Risk-Adjusted Performance Rank
ECAT
SPY
ECAT vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
ECAT vs. SPY - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 22.14%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 22.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ECAT vs. SPY - Drawdown Comparison
The maximum ECAT drawdown since its inception was -1.34%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ECAT and SPY. For additional features, visit the drawdowns tool.
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Volatility
ECAT vs. SPY - Volatility Comparison
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