ET vs. BSTZ
ET (Energy Transfer LP) and BSTZ (BlackRock Science and Technology Trust II) are both stocks. ET operates in Oil & Gas Midstream (Energy), while BSTZ operates in Capital Markets (Financial Services). Over the past 5 years, ET returned 21.43%/yr vs 5.44%/yr for BSTZ. At a 0.28 correlation, their price movements are largely independent.
Performance
ET vs. BSTZ - Performance Comparison
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Returns By Period
In the year-to-date period, ET achieves a 21.54% return, which is significantly lower than BSTZ's 35.52% return.
ET
- 1D
- -0.26%
- 1M
- -0.00%
- YTD
- 21.54%
- 6M
- 19.30%
- 1Y
- 16.21%
- 3Y*
- 24.40%
- 5Y*
- 21.43%
- 10Y*
- 13.08%
BSTZ
- 1D
- 1.93%
- 1M
- 6.46%
- YTD
- 35.52%
- 6M
- 37.09%
- 1Y
- 68.99%
- 3Y*
- 32.24%
- 5Y*
- 5.44%
- 10Y*
- —
ET vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ET Energy Transfer LP | 21.54% | -9.37% | 53.87% | 27.87% | 55.74% | 42.96% | -44.92% | -5.09% |
BSTZ BlackRock Science and Technology Trust II | 35.52% | 25.06% | 37.49% | 18.72% | -55.34% | 12.71% | 87.46% | 4.20% |
Correlation
The correlation between ET and BSTZ is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2019 | 0.28 |
Over the past year, the correlation between ET and BSTZ has dropped to 0.03 - well below their long-term average of 0.28, suggesting their price drivers have been diverging.
Fundamentals
ET:
$66.87B
BSTZ:
$2.04B
ET:
$1.36
BSTZ:
$8.53
ET:
14.21
BSTZ:
3.47
ET:
0.77
BSTZ:
5.63
ET:
1.34
BSTZ:
1.19
ET:
$89.38B
BSTZ:
$361.49M
ET:
$20.48B
BSTZ:
$169.67M
ET:
$13.02B
BSTZ:
$586.67M
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Return for Risk
ET vs. BSTZ — Risk / Return Rank
ET
BSTZ
ET vs. BSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Energy Transfer LP (ET) and BlackRock Science and Technology Trust II (BSTZ). 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.
| ET | BSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.49 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.62 | 7.49 | -5.86 |
| Martin ratioReturn relative to average drawdown | 3.55 | 23.14 | -19.59 |
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
| ET | BSTZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.96 | -1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.20 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.51 | -0.16 |
Drawdowns
ET vs. BSTZ - Drawdown Comparison
The maximum ET drawdown since its inception was -87.81%, which is greater than BSTZ's maximum drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for ET and BSTZ.
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Drawdown Indicators
| ET | BSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.81% | -60.51% | -27.30% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -9.26% | -0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -24.56% | -25.31% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -25.82% | -60.51% | +34.69% |
Max Drawdown (10Y)Largest decline over 10 years | -72.82% | — | — |
Current DrawdownCurrent decline from peak | -5.15% | -6.18% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -25.74% | -27.52% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.99% | +1.58% |
Volatility
ET vs. BSTZ - Volatility Comparison
The current volatility for Energy Transfer LP (ET) is 5.27%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 11.24%. This indicates that ET experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ET | BSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 11.24% | -5.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 20.16% | -8.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 23.51% | -7.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.87% | 27.63% | -2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.02% | 30.24% | +4.78% |
Dividends
ET vs. BSTZ - Dividend Comparison
ET's dividend yield for the trailing twelve months is around 6.90%, less than BSTZ's 8.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSTZ BlackRock Science and Technology Trust II | 8.52% | 12.46% | 9.75% | 10.90% | 14.73% | 5.14% | 3.42% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% |
ET Energy Transfer LP | 6.90% | 7.97% | 6.51% | 8.95% | 7.33% | 7.41% | 17.27% | 9.51% | 9.24% | 6.66% | 5.90% | 7.42% |
Financials
ET vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between Energy Transfer LP and BlackRock Science and Technology Trust II. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ET and BSTZ have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BSTZ has higher volatility (11.24%) compared to ET (5.27%). In terms of maximum drawdown, ET dropped -87.81% vs BSTZ's -60.51%.
BSTZ currently has the higher Sharpe Ratio (2.96 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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