BKT vs CALI

Comparison between BlackRock Income Trust Inc (BKT, ETF) and BlackRock Short-Term California Muni Bond ETF (CALI, ETF).

BKT vs CALI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	CALI(ETF)
Net Assets	$359M	$361M
Expense Ratio	N/A	0.20%
Max Drawdown	58.60%	1.08%
Sharpe Ratio	-0.40	-1.11
5Y Beta	0.12	0.01
5Y Dividends CAGR	-2.98%	N/A

Net Assets

BKT

$359M

Winner

CALI

$361M

Expense Ratio

BKT

N/A

CALI

0.20%

Max Drawdown

BKT

58.60%

Winner

CALI

1.08%

Sharpe Ratio

Winner

BKT

-0.40

CALI

-1.11

5Y Beta

BKT

0.12

Winner

CALI

0.01

5Y Dividends CAGR

BKT

-2.98%

CALI

N/A

BKT vs CALI - Historical Returns

Returns include dividend reinvestment.

Period	BKT	CALI
1 month	+1.82%	+0.45%
3 months	-0.87%	+0.41%
6 months	-0.23%	+1.20%
1 year	+0.60%	+2.91%
5 years(CAGR)	-3.05%	N/A
10 years(CAGR)	+1.08%	N/A
Max(CAGR)	+4.91%	+3.12%

Winner

BKT

+1.82%

CALI

+0.45%

BKT

-0.87%

Winner

CALI

+0.41%

BKT

-0.23%

Winner

CALI

+1.20%

BKT

+0.60%

Winner

CALI

+2.91%

5Y(CAGR)

BKT

-3.05%

CALI

N/A

10Y(CAGR)

BKT

+1.08%

CALI

N/A

Max(CAGR)

Winner

BKT

+4.91%

CALI

+3.12%

BKT vs CALI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	CALI
2026	-0.67%	+0.99%
2025	+5.44%	+3.26%
2024	+3.16%	+2.84%
2023	+6.18%	+1.97%
2022	-21.38%	N/A
2021	-0.61%	N/A
2020	+7.53%	N/A
2019	+14.49%	N/A
2018	-2.90%	N/A
2017	+3.55%	N/A
2016	+4.44%	N/A
2015	+5.24%	N/A
2014	+4.76%	N/A
2013	-6.90%	N/A
2012	+6.66%	N/A
2011	+13.47%	N/A
2010	+13.39%	N/A
2009	+11.73%	N/A
2008	+9.97%	N/A
2007	-3.72%	N/A
2006	+6.92%	N/A
2005	-9.55%	N/A
2004	+4.53%	N/A
2003	+2.71%	N/A
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs CALI Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.

The current BKT drawdown is -18.18%.

Rank	BKT	CALI
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-0.78% Apr 4, 2025 - May 27, 2025
#2	-19.22% May 25, 2005 - May 12, 2008	-0.67% Feb 27, 2026 - May 28, 2026
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-0.45% Sep 13, 2023 - Nov 3, 2023
#4	-17.21% May 12, 2008 - Jan 5, 2009	-0.32% Dec 2, 2024 - Jan 15, 2025
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-0.31% Mar 20, 2024 - May 2, 2024
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-0.24% Jan 9, 2024 - Feb 1, 2024
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-0.23% Mar 3, 2025 - Apr 1, 2025
#8	-10.45% Feb 24, 2020 - May 12, 2020	-0.22% Jan 17, 2025 - Jan 31, 2025
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-0.22% Oct 3, 2024 - Nov 4, 2024
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-0.19% Sep 17, 2025 - Oct 10, 2025
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-0.18% Nov 5, 2024 - Nov 8, 2024
#12	-6.72% Feb 2, 2009 - May 18, 2009	-0.17% Jan 15, 2025 - Jan 17, 2025
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-0.16% Jun 6, 2024 - Jun 12, 2024
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-0.16% Nov 8, 2024 - Nov 15, 2024
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-0.15% Jul 23, 2024 - Jul 30, 2024

Correlation

Correlation between BKT and CALI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

BKT vs CALI dividend yield comparison.

Year	BKT	CALI
2026	5.07%	0.99%
2025	9.53%	2.62%
2024	9.19%	3.14%
2023	8.69%	1.37%
2022	8.35%	0.00%
2021	7.31%	0.00%
2020	6.80%	0.00%
2019	6.82%	0.00%
2018	6.48%	0.00%
2017	5.16%	0.00%
2016	5.10%	0.00%
2015	5.90%	0.00%
2014	6.60%	0.00%
2013	7.12%	0.00%
2012	6.61%	0.00%
2011	5.54%	0.00%
2010	4.28%	0.00%
2009	4.53%	0.00%
2008	4.90%	0.00%
2007	6.49%	0.00%
2006	6.80%	0.00%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%