ECAT vs. SPYI
Compare and contrast key facts about BlackRock ESG Capital Allocation Term Trust (ECAT) and NEOS S&P 500 High Income ETF (SPYI).
ECAT is managed by Blackrock. It was launched on Sep 28, 2021. SPYI is an actively managed fund by Neos. It was launched on Aug 29, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECAT or SPYI.
Correlation
The correlation between ECAT and SPYI 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. SPYI - Performance Comparison
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Key characteristics
ECAT:
13.97%
SPYI:
7.68%
ECAT:
-1.34%
SPYI:
-0.59%
ECAT:
0.00%
SPYI:
-0.06%
Returns By Period
ECAT
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SPYI
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ECAT vs. SPYI - Expense Ratio Comparison
ECAT has a 1.38% expense ratio, which is higher than SPYI's 0.68% expense ratio.
Risk-Adjusted Performance
ECAT vs. SPYI — Risk-Adjusted Performance Rank
ECAT
SPYI
ECAT vs. SPYI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock ESG Capital Allocation Term Trust (ECAT) and NEOS S&P 500 High Income ETF (SPYI). 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. SPYI - Dividend Comparison
ECAT's dividend yield for the trailing twelve months is around 22.14%, more than SPYI's 12.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
ECAT BlackRock ESG Capital Allocation Term Trust | 22.14% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYI NEOS S&P 500 High Income ETF | 12.81% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ECAT vs. SPYI - Drawdown Comparison
The maximum ECAT drawdown since its inception was -1.34%, which is greater than SPYI's maximum drawdown of -0.59%. Use the drawdown chart below to compare losses from any high point for ECAT and SPYI. For additional features, visit the drawdowns tool.
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Volatility
ECAT vs. SPYI - Volatility Comparison
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