Correlation
The correlation between TEAF and BSTZ is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
TEAF vs. BSTZ
Compare and contrast key facts about Ecofin Sustainable and Social Impact Term Fund (TEAF) and BlackRock Science and Technology Trust II (BSTZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEAF or BSTZ.
Performance
TEAF vs. BSTZ - Performance Comparison
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Key characteristics
TEAF:
0.68
BSTZ:
0.58
TEAF:
0.85
BSTZ:
0.92
TEAF:
1.14
BSTZ:
1.12
TEAF:
0.43
BSTZ:
0.31
TEAF:
1.34
BSTZ:
1.63
TEAF:
6.24%
BSTZ:
8.88%
TEAF:
13.79%
BSTZ:
26.80%
TEAF:
-62.11%
BSTZ:
-59.31%
TEAF:
-6.46%
BSTZ:
-34.05%
Fundamentals
Returns By Period
In the year-to-date period, TEAF achieves a 1.39% return, which is significantly higher than BSTZ's -2.62% return.
TEAF
1.39%
5.36%
-2.09%
9.16%
1.85%
11.05%
N/A
BSTZ
-2.62%
8.62%
-6.72%
12.38%
9.65%
8.35%
N/A
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Risk-Adjusted Performance
TEAF vs. BSTZ — Risk-Adjusted Performance Rank
TEAF
BSTZ
TEAF vs. BSTZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ecofin Sustainable and Social Impact Term Fund (TEAF) 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.
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Dividends
TEAF vs. BSTZ - Dividend Comparison
TEAF's dividend yield for the trailing twelve months is around 9.22%, less than BSTZ's 13.68% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|
TEAF Ecofin Sustainable and Social Impact Term Fund | 9.22% | 9.00% | 9.22% | 8.25% | 6.18% | 8.17% | 5.35% |
BSTZ BlackRock Science and Technology Trust II | 13.68% | 9.75% | 10.90% | 14.73% | 7.92% | 3.42% | 2.44% |
Drawdowns
TEAF vs. BSTZ - Drawdown Comparison
The maximum TEAF drawdown since its inception was -62.11%, roughly equal to the maximum BSTZ drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for TEAF and BSTZ.
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Volatility
TEAF vs. BSTZ - Volatility Comparison
The current volatility for Ecofin Sustainable and Social Impact Term Fund (TEAF) is 2.51%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 4.91%. This indicates that TEAF 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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Financials
TEAF vs. BSTZ - Financials Comparison
This section allows you to compare key financial metrics between Ecofin Sustainable and Social Impact Term Fund 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