BCAT vs RLJ

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and RLJ Lodging Trust (RLJ, Company).

BCAT is from the Financial Services sector, while RLJ is from the Real Estate sector.

5-Year PerformanceBCAT has outperformed RLJ, delivering a return of +8.8% compared to -1.5%

BCAT vs RLJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	RLJ(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	44.30%	88.16%
Sharpe Ratio	1.98	1.78
5Y Beta	0.57	1.09
Industry	Asset Management	Reit - Hotel & Motel
P/E Ratio	7.60	60.27
Forward P/E	N/A	144.93
PEG Ratio	0.54	N/A
Dividend Yield	N/A	5.46%
5Y Dividends CAGR	32.66%	79.72%
5Y EPS CAGR	12.69%	N/A
Debt to Equity	0.00%	125.24%
Free Cash Flow Yield	19.80%	16.08%
P/S Ratio	7.38	N/A
P/B Ratio	1.03	N/A

Market Cap

Winner

BCAT

$1.66B

RLJ

$1.66B

Max Drawdown

Winner

BCAT

44.30%

RLJ

88.16%

Sharpe Ratio

Winner

BCAT

1.98

RLJ

1.78

5Y Beta

Winner

BCAT

0.57

RLJ

1.09

Industry

BCAT

Asset Management

RLJ

Reit - Hotel & Motel

P/E Ratio

Winner

BCAT

7.60

RLJ

60.27

Forward P/E

BCAT

N/A

RLJ

144.93

PEG Ratio

BCAT

0.54

RLJ

N/A

Dividend Yield

BCAT

N/A

RLJ

5.46%

5Y Dividends CAGR

BCAT

32.66%

Winner

RLJ

79.72%

5Y EPS CAGR

BCAT

12.69%

RLJ

N/A

Debt to Equity

Winner

BCAT

0.00%

RLJ

125.24%

Free Cash Flow Yield

Winner

BCAT

19.80%

RLJ

16.08%

P/S Ratio

BCAT

7.38

RLJ

N/A

P/B Ratio

BCAT

1.03

RLJ

N/A

BCAT vs RLJ - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	RLJ
1 month	+3.08%	-4.03%
3 months	+8.22%	+24.73%
6 months	+17.85%	+36.46%
1 year	+30.96%	+59.85%
5 years(CAGR)	+8.75%	-1.48%
10 years(CAGR)	N/A	-3.01%
Max(CAGR)	+9.65%	+1.19%

Winner

BCAT

+3.08%

RLJ

-4.03%

BCAT

+8.22%

Winner

RLJ

+24.73%

BCAT

+17.85%

Winner

RLJ

+36.46%

BCAT

+30.96%

Winner

RLJ

+59.85%

5Y(CAGR)

Winner

BCAT

+8.75%

RLJ

-1.48%

10Y(CAGR)

BCAT

N/A

RLJ

-3.01%

Max(CAGR)

Winner

BCAT

+9.65%

RLJ

+1.19%

BCAT vs RLJ - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	BCAT	RLJ
2026	+27.54%	+47.88%
2025	+16.32%	-19.07%
2024	+19.78%	-8.61%
2023	+17.82%	+16.05%
2022	-22.68%	-23.98%
2021	-4.09%	+3.31%
2020	+9.35%	-19.08%
2019	N/A	+17.70%
2018	N/A	-21.68%
2017	N/A	-4.85%
2016	N/A	+23.48%
2015	N/A	-32.85%
2014	N/A	+43.25%
2013	N/A	+26.14%
2012	N/A	+18.09%
2011	N/A	-2.36%

BCAT vs RLJ Drawdown Comparison

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The maximum drawdown for RLJ was -83.84%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current RLJ drawdown is -48.77%.

Rank	BCAT	RLJ
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-83.84% Jan 26, 2015 - Mar 18, 2020
#2	-13.69% Feb 13, 2025 - May 12, 2025	-34.77% Jun 9, 2011 - Jan 25, 2012
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-12.19% Apr 2, 2012 - Sep 13, 2012
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-11.84% Feb 8, 2012 - Apr 2, 2012
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-10.85% Sep 21, 2012 - Dec 24, 2012
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-10.67% Oct 28, 2013 - Jan 15, 2014
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-8.12% Jul 30, 2013 - Oct 18, 2013
#8	-3.49% Jul 10, 2026 - Aug 4, 2026	-7.76% Jun 18, 2013 - Jul 11, 2013
#9	-3.01% Jun 1, 2026 - Jun 11, 2026	-6.75% Apr 1, 2014 - May 9, 2014
#10	-2.85% May 13, 2025 - Jun 2, 2025	-6.16% Sep 5, 2014 - Oct 21, 2014
#11	-2.84% Aug 13, 2025 - Aug 29, 2025	-5.21% Apr 12, 2013 - May 7, 2013
#12	-2.41% Dec 5, 2025 - Jan 2, 2026	-4.79% Jul 23, 2014 - Aug 13, 2014
#13	-2.01% May 13, 2026 - May 21, 2026	-4.67% Jan 15, 2014 - Feb 14, 2014
#14	-1.93% Jun 29, 2026 - Jul 10, 2026	-4.27% May 20, 2013 - Jun 18, 2013
#15	-1.78% Nov 18, 2020 - Nov 30, 2020	-3.13% Dec 9, 2014 - Dec 17, 2014

Correlation

Correlation between BCAT and RLJ is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2011 - 2026)

BCAT vs RLJ dividend yield comparison.

Year	BCAT	RLJ
2026	11.17%	2.74%
2025	23.45%	8.05%
2024	17.48%	4.90%
2023	10.08%	3.07%
2022	9.01%	1.13%
2021	6.42%	0.29%
2020	0.48%	0.28%
2019	0.00%	7.45%
2018	0.00%	8.05%
2017	0.00%	6.01%
2016	0.00%	5.39%
2015	0.00%	6.10%
2014	0.00%	3.10%
2013	0.00%	3.52%
2012	0.00%	3.61%
2011	0.00%	2.26%