HQH vs. BSTZ
HQH (Tekla Healthcare Investors) and BSTZ (BlackRock Science and Technology Trust II) are both stocks. Both are in the Financial Services sector — HQH in Asset Management, BSTZ in Capital Markets. Over the past 5 years, HQH returned 5.14%/yr vs 5.44%/yr for BSTZ. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
HQH vs. BSTZ - Performance Comparison
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Returns By Period
In the year-to-date period, HQH achieves a 5.47% return, which is significantly lower than BSTZ's 35.52% return.
HQH
- 1D
- -1.83%
- 1M
- -3.39%
- YTD
- 5.47%
- 6M
- 3.99%
- 1Y
- 35.45%
- 3Y*
- 16.70%
- 5Y*
- 5.14%
- 10Y*
- 6.93%
BSTZ
- 1D
- 1.93%
- 1M
- 6.46%
- YTD
- 35.52%
- 6M
- 37.09%
- 1Y
- 68.99%
- 3Y*
- 32.24%
- 5Y*
- 5.44%
- 10Y*
- —
HQH vs. BSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HQH Tekla Healthcare Investors | 5.47% | 34.12% | 10.22% | 1.22% | -17.27% | 7.99% | 24.82% | 10.86% |
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 HQH and BSTZ is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2019 | 0.52 |
Over the past year, the correlation between HQH and BSTZ has dropped to 0.27 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Fundamentals
HQH:
$6.05
BSTZ:
$8.53
HQH:
3.10
BSTZ:
3.47
HQH:
0.21
BSTZ:
0.38
HQH:
31.68
BSTZ:
5.63
HQH:
$32.46M
BSTZ:
$361.49M
HQH:
$27.34M
BSTZ:
$169.67M
HQH:
$173.45M
BSTZ:
$586.67M
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Return for Risk
HQH vs. BSTZ — Risk / Return Rank
HQH
BSTZ
HQH vs. BSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tekla Healthcare Investors (HQH) 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.
| HQH | BSTZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.49 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | 7.49 | -4.75 |
| Martin ratioReturn relative to average drawdown | 9.58 | 23.14 | -13.57 |
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
| HQH | BSTZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 2.96 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.20 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.51 | -0.14 |
Drawdowns
HQH vs. BSTZ - Drawdown Comparison
The maximum HQH drawdown since its inception was -62.36%, roughly equal to the maximum BSTZ drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for HQH and BSTZ.
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Drawdown Indicators
| HQH | BSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.36% | -60.51% | -1.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -9.26% | -3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -25.31% | +4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -37.55% | -60.51% | +22.96% |
Max Drawdown (10Y)Largest decline over 10 years | -37.55% | — | — |
Current DrawdownCurrent decline from peak | -6.10% | -6.18% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -21.04% | -27.52% | +6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 2.99% | +0.72% |
Volatility
HQH vs. BSTZ - Volatility Comparison
The current volatility for Tekla Healthcare Investors (HQH) is 5.83%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 11.24%. This indicates that HQH 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
| HQH | BSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 11.24% | -5.41% |
Volatility (6M)Calculated over the trailing 6-month period | 14.56% | 20.16% | -5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.49% | 23.51% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 27.63% | -8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.51% | 30.24% | -8.73% |
Dividends
HQH vs. BSTZ - Dividend Comparison
HQH's dividend yield for the trailing twelve months is around 12.36%, more 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% |
HQH Tekla Healthcare Investors | 12.36% | 11.56% | 14.21% | 9.66% | 9.50% | 8.59% | 7.97% | 8.24% | 10.75% | 8.78% | 9.80% | 11.97% |
Financials
HQH vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between Tekla Healthcare Investors 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
HQH and BSTZ have a correlation of 0.27, 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 HQH (5.83%). In terms of maximum drawdown, HQH dropped -62.36% vs BSTZ's -60.51%.
BSTZ currently has the higher Sharpe Ratio (2.96 vs 1.74), 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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