PXWIX vs. ECAT
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and BlackRock ESG Capital Allocation Term Trust (ECAT).
PXWIX is managed by Pax World Funds. ECAT is managed by BlackRock. It was launched on Sep 28, 2021.
Performance
PXWIX vs. ECAT - Performance Comparison
Loading graphics...
PXWIX vs. ECAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PXWIX Pax Ellevate Global Women’s Leadership Fund Institutional Class | -6.93% | 17.72% | 12.41% | 18.41% | -19.77% | 4.82% |
ECAT BlackRock ESG Capital Allocation Term Trust | -6.71% | 16.64% | 19.96% | 32.36% | -21.90% | -6.25% |
Returns By Period
The year-to-date returns for both investments are quite close, with PXWIX having a -6.93% return and ECAT slightly higher at -6.71%.
PXWIX
- 1D
- 0.12%
- 1M
- -8.29%
- YTD
- -6.93%
- 6M
- -2.55%
- 1Y
- 12.99%
- 3Y*
- 10.99%
- 5Y*
- 5.70%
- 10Y*
- 9.09%
ECAT
- 1D
- 1.49%
- 1M
- -8.56%
- YTD
- -6.71%
- 6M
- -7.80%
- 1Y
- 7.03%
- 3Y*
- 13.21%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PXWIX vs. ECAT - Expense Ratio Comparison
PXWIX has a 0.51% expense ratio, which is lower than ECAT's 1.38% expense ratio.
Return for Risk
PXWIX vs. ECAT — Risk / Return Rank
PXWIX
ECAT
PXWIX vs. ECAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and BlackRock ESG Capital Allocation Term Trust (ECAT). 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.
| PXWIX | ECAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.42 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.68 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.09 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.47 | +0.55 |
Martin ratioReturn relative to average drawdown | 4.63 | 1.75 | +2.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PXWIX | ECAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.42 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Correlation
The correlation between PXWIX and ECAT is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PXWIX vs. ECAT - Dividend Comparison
PXWIX's dividend yield for the trailing twelve months is around 10.72%, less than ECAT's 25.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWIX Pax Ellevate Global Women’s Leadership Fund Institutional Class | 10.72% | 9.98% | 9.64% | 1.69% | 3.24% | 1.44% | 1.25% | 3.24% | 5.15% | 2.71% | 2.04% | 2.68% |
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% | 0.00% |
Drawdowns
PXWIX vs. ECAT - Drawdown Comparison
The maximum PXWIX drawdown since its inception was -53.56%, which is greater than ECAT's maximum drawdown of -32.23%. Use the drawdown chart below to compare losses from any high point for PXWIX and ECAT.
Loading graphics...
Drawdown Indicators
| PXWIX | ECAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.56% | -32.23% | -21.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.90% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | — | — |
Current DrawdownCurrent decline from peak | -9.44% | -10.48% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -9.41% | -0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 3.49% | -1.02% |
Volatility
PXWIX vs. ECAT - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) is 4.55%, while BlackRock ESG Capital Allocation Term Trust (ECAT) has a volatility of 5.97%. This indicates that PXWIX experiences smaller price fluctuations and is considered to be less risky than ECAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PXWIX | ECAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 5.97% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 10.34% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 16.97% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 16.95% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 16.95% | -0.03% |