BCAT vs VBTX

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Veritex Holdings Inc (VBTX, Company).

Both BCAT and VBTX are from the Financial Services sector.

5-Year PerformanceBCAT has outperformed VBTX, delivering a return of +7.8% compared to -0.2%

BCAT vs VBTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	VBTX(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	44.30%	67.23%
Sharpe Ratio	1.85	0.92
5Y Beta	0.56	0.92
Industry	Asset Management	Banks - Regional
P/E Ratio	7.57	14.35
PEG Ratio	0.53	0.45
Dividend Yield	N/A	2.78%
5Y Dividends CAGR	34.17%	10.79%
5Y EPS CAGR	12.69%	5.53%
Debt to Equity	0.00%	19.71%
Free Cash Flow Yield	19.88%	6.36%
P/S Ratio	7.42	2.12
P/B Ratio	1.04	1.00

Market Cap

Winner

BCAT

$1.66B

VBTX

$1.66B

Max Drawdown

Winner

BCAT

44.30%

VBTX

67.23%

Sharpe Ratio

Winner

BCAT

1.85

VBTX

0.92

5Y Beta

Winner

BCAT

0.56

VBTX

0.92

Industry

BCAT

Asset Management

VBTX

Banks - Regional

P/E Ratio

Winner

BCAT

7.57

VBTX

14.35

PEG Ratio

BCAT

0.53

Winner

VBTX

0.45

Dividend Yield

BCAT

N/A

VBTX

2.78%

5Y Dividends CAGR

Winner

BCAT

34.17%

VBTX

10.79%

5Y EPS CAGR

Winner

BCAT

12.69%

VBTX

5.53%

Debt to Equity

Winner

BCAT

0.00%

VBTX

19.71%

Free Cash Flow Yield

Winner

BCAT

19.88%

VBTX

6.36%

P/S Ratio

BCAT

7.42

Winner

VBTX

2.12

P/B Ratio

BCAT

1.04

Winner

VBTX

1.00

BCAT vs VBTX - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	VBTX
1 month	+0.78%	+0.00%
3 months	+15.84%	+0.00%
6 months	+22.14%	N/A
1 year	+28.99%	+12.04%
5 years(CAGR)	+7.76%	-0.22%
10 years(CAGR)	N/A	+8.62%
Max(CAGR)	+9.03%	+8.72%

Winner

BCAT

+0.78%

VBTX

+0.00%

Winner

BCAT

+15.84%

VBTX

+0.00%

BCAT

+22.14%

VBTX

N/A

Winner

BCAT

+28.99%

VBTX

+12.04%

5Y(CAGR)

Winner

BCAT

+7.76%

VBTX

-0.22%

10Y(CAGR)

BCAT

N/A

VBTX

+8.62%

Max(CAGR)

Winner

BCAT

+9.03%

VBTX

+8.72%

BCAT vs VBTX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	BCAT	VBTX
2026	+22.14%	+0.00%
2025	+16.32%	+18.20%
2024	+19.78%	+20.32%
2023	+17.82%	-14.36%
2022	-22.68%	-28.83%
2021	-4.09%	+59.65%
2020	+9.35%	-9.36%
2019	N/A	+36.29%
2018	N/A	-23.62%
2017	N/A	+5.31%
2016	N/A	+66.63%
2015	N/A	+12.80%
2014	N/A	+1.58%

BCAT vs VBTX Drawdown Comparison

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

The maximum drawdown for VBTX was -66.38%, occurring on Mar 18, 2020. Recovery took 670 trading sessions.

The current BCAT drawdown is -1.90%. The current VBTX drawdown is -21.04%.

Rank	BCAT	VBTX
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-66.38% Jul 9, 2018 - Mar 8, 2021
#2	-13.69% Feb 13, 2025 - May 12, 2025	-64.14% Nov 10, 2021 - May 11, 2023
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-27.43% Nov 10, 2015 - Oct 7, 2016
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-21.78% Nov 24, 2014 - Jul 6, 2015
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-17.20% Feb 3, 2017 - Mar 19, 2018
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-17.08% Jun 25, 2021 - Sep 23, 2021
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-11.30% Jul 7, 2015 - Oct 29, 2015
#8	-3.01% Jun 1, 2026 - Jun 11, 2026	-8.33% Oct 10, 2014 - Nov 6, 2014
#9	-2.85% May 13, 2025 - Jun 2, 2025	-7.68% Mar 19, 2018 - Apr 24, 2018
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-6.28% Mar 19, 2021 - Apr 8, 2021
#11	-2.41% Dec 5, 2025 - Jan 2, 2026	-6.21% May 7, 2021 - May 21, 2021
#12	-2.01% May 13, 2026 - May 21, 2026	-6.02% Jun 16, 2021 - Jun 25, 2021
#13	-1.90% Jun 29, 2026 - Jul 2, 2026	-5.62% Dec 9, 2016 - Dec 15, 2016
#14	-1.78% Nov 18, 2020 - Nov 30, 2020	-5.38% Jan 25, 2017 - Feb 3, 2017
#15	-1.64% Jun 18, 2026 - Jun 29, 2026	-5.32% Oct 25, 2021 - Oct 29, 2021