BCAT vs BPOPM
Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Popular Capital Trust II (BPOPM, Company).
BCAT is from the Financial Services sector, while BPOPM is from the Financials sector.
5-Year PerformanceBCAT has outperformed BPOPM, delivering a return of +7.8% compared to +4.6%
BCAT vs BPOPM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BCAT vs BPOPM - Historical Returns
Returns include dividend reinvestment.
BCAT vs BPOPM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BCAT | BPOPM |
|---|---|---|
| 2026 | +22.14% | +1.34% |
| 2025 | +16.32% | +3.92% |
| 2024 | +19.78% | +7.09% |
| 2023 | +17.82% | +6.27% |
| 2022 | -22.68% | +2.81% |
| 2021 | -4.09% | +9.35% |
| 2020 | +9.35% | -0.60% |
| 2019 | N/A | +18.20% |
| 2018 | N/A | +14.29% |
| 2017 | N/A | +8.23% |
| 2016 | N/A | +38.05% |
| 2015 | N/A | -11.33% |
| 2014 | N/A | +27.53% |
| 2013 | N/A | -14.62% |
| 2012 | N/A | +42.85% |
| 2011 | N/A | -9.22% |
| 2010 | N/A | +39.19% |
| 2009 | N/A | -18.42% |
| 2008 | N/A | +11.18% |
BCAT vs BPOPM Drawdown Comparison
The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.
The maximum drawdown for BPOPM was -71.12%, occurring on Feb 23, 2009. Recovery took 312 trading sessions.
The current BCAT drawdown is -1.90%. The current BPOPM drawdown is -0.78%.
| Rank | BCAT | BPOPM |
|---|---|---|
| #1 | -36.11% Feb 10, 2021 - Nov 25, 2024 | -71.12% Jan 13, 2009 - Apr 12, 2010 |
| #2 | -13.69% Feb 13, 2025 - May 12, 2025 | -27.17% Jul 15, 2011 - Mar 8, 2012 |
| #3 | -8.89% Dec 22, 2020 - Feb 9, 2021 | -26.10% Jan 15, 2020 - Sep 28, 2020 |
| #4 | -7.97% Mar 4, 2026 - Apr 21, 2026 | -24.79% Jun 12, 2013 - Sep 24, 2014 |
| #5 | -6.09% Dec 11, 2024 - Feb 13, 2025 | -19.81% Jan 27, 2015 - May 23, 2016 |
| #6 | -4.61% Sep 15, 2025 - Dec 3, 2025 | -18.71% May 4, 2010 - Sep 14, 2010 |
| #7 | -3.79% Oct 20, 2020 - Nov 9, 2020 | -14.38% Aug 9, 2022 - Jul 5, 2023 |
| #8 | -3.01% Jun 1, 2026 - Jun 11, 2026 | -10.63% Aug 11, 2017 - May 11, 2018 |
| #9 | -2.85% May 13, 2025 - Jun 2, 2025 | -8.58% Aug 26, 2016 - Feb 28, 2017 |
| #10 | -2.84% Aug 13, 2025 - Aug 29, 2025 | -8.23% Apr 12, 2010 - Apr 26, 2010 |
| #11 | -2.41% Dec 5, 2025 - Jan 2, 2026 | -8.01% Jun 28, 2012 - Jul 13, 2012 |
| #12 | -2.01% May 13, 2026 - May 21, 2026 | -7.85% Sep 23, 2021 - May 27, 2022 |
| #13 | -1.90% Jun 29, 2026 - Jul 2, 2026 | -7.74% Sep 14, 2010 - Jan 4, 2011 |
| #14 | -1.78% Nov 18, 2020 - Nov 30, 2020 | -7.40% Aug 30, 2019 - Dec 31, 2019 |
| #15 | -1.64% Jun 18, 2026 - Jun 29, 2026 | -7.02% Aug 20, 2012 - Jan 17, 2013 |
Correlation
Correlation between BCAT and BPOPM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2008 - 2026)
BCAT vs BPOPM dividend yield comparison.
| Year | BCAT | BPOPM |
|---|---|---|
| 2026 | 9.87% | 3.04% |
| 2025 | 23.45% | 6.11% |
| 2024 | 17.48% | 5.96% |
| 2023 | 10.08% | 6.09% |
| 2022 | 9.01% | 6.07% |
| 2021 | 6.42% | 5.87% |
| 2020 | 0.48% | 6.08% |
| 2019 | 0.00% | 5.68% |
| 2018 | 0.00% | 6.33% |
| 2017 | 0.00% | 6.78% |
| 2016 | 0.00% | 6.82% |
| 2015 | 0.00% | 8.75% |
| 2014 | 0.00% | 7.29% |
| 2013 | 0.00% | 8.53% |
| 2012 | 0.00% | 6.81% |
| 2011 | 0.00% | 9.28% |
| 2010 | 0.00% | 7.75% |
| 2009 | 0.00% | 9.89% |
| 2008 | 0.00% | 0.61% |
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