BKT vs JOF

Comparison between BlackRock Income Trust Inc (BKT, ETF) and Japan Smaller Capitalization Fund Inc (JOF, ETF).

5-Year PerformanceJOF has outperformed BKT, delivering a return of +9.5% compared to -2.9%

BKT vs JOF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	JOF(ETF)
Net Assets	$362M	$362M
Max Drawdown	58.60%	69.98%
Sharpe Ratio	-0.43	1.28
5Y Beta	0.12	0.61
5Y Dividends CAGR	-1.43%	23.18%

Net Assets

BKT

$362M

Winner

JOF

$362M

Max Drawdown

Winner

BKT

58.60%

JOF

69.98%

Sharpe Ratio

BKT

-0.43

Winner

JOF

1.28

5Y Beta

Winner

BKT

0.12

JOF

0.61

5Y Dividends CAGR

BKT

-1.43%

Winner

JOF

23.18%

BKT vs JOF - Historical Returns

Returns include dividend reinvestment.

Period	BKT	JOF
1 month	-0.95%	+1.38%
3 months	-2.87%	+4.70%
6 months	-0.35%	+12.60%
1 year	+0.35%	+30.41%
5 years(CAGR)	-2.90%	+9.53%
10 years(CAGR)	+1.17%	+9.70%
Max(CAGR)	+4.88%	+4.10%

BKT

-0.95%

Winner

JOF

+1.38%

BKT

-2.87%

Winner

JOF

+4.70%

BKT

-0.35%

Winner

JOF

+12.60%

BKT

+0.35%

Winner

JOF

+30.41%

5Y(CAGR)

BKT

-2.90%

Winner

JOF

+9.53%

10Y(CAGR)

BKT

+1.17%

Winner

JOF

+9.70%

Max(CAGR)

Winner

BKT

+4.88%

JOF

+4.10%

BKT vs JOF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	JOF
2026	-1.41%	+7.14%
2025	+5.44%	+50.68%
2024	+3.16%	+5.64%
2023	+6.18%	+20.84%
2022	-21.38%	-17.17%
2021	-0.61%	-5.68%
2020	+7.53%	+4.08%
2019	+14.49%	+15.72%
2018	-2.90%	-16.43%
2017	+3.55%	+40.89%
2016	+4.44%	+5.37%
2015	+5.24%	+24.58%
2014	+4.76%	+0.35%
2013	-6.90%	+27.75%
2012	+6.66%	+0.20%
2011	+13.47%	-20.53%
2010	+13.39%	+20.38%
2009	+11.73%	-2.21%
2008	+9.97%	-21.92%
2007	-3.72%	-29.27%
2006	+6.92%	-10.36%
2005	-9.55%	+25.43%
2004	+4.53%	+13.19%
2003	+2.71%	+76.38%
2002	+21.54%	+6.09%
2001	+19.11%	+0.04%
2000	+19.25%	-46.26%
1999	-5.16%	-10.46%

BKT vs JOF 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 JOF was -65.75%, occurring on Nov 20, 2008. Recovery took 2983 trading sessions.

The current BKT drawdown is -18.79%. The current JOF drawdown is -8.12%.

Rank	BKT	JOF
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-65.75% Sep 29, 2005 - Aug 7, 2017
#2	-19.22% May 25, 2005 - May 12, 2008	-58.12% Nov 5, 1999 - Mar 17, 2004
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-42.14% Jan 17, 2018 - Mar 12, 2025
#4	-17.21% May 12, 2008 - Jan 5, 2009	-30.52% Apr 12, 2004 - Sep 12, 2005
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-17.23% Feb 23, 2026 - Mar 20, 2026
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-9.79% Mar 27, 2025 - Apr 22, 2025
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-8.29% Sep 17, 2025 - Nov 28, 2025
#8	-10.45% Feb 24, 2020 - May 12, 2020	-6.41% Apr 5, 2004 - Apr 12, 2004
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-5.05% Nov 8, 2017 - Nov 27, 2017
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-4.09% Dec 20, 2017 - Jan 4, 2018
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-4.04% Sep 20, 2005 - Sep 27, 2005
#12	-6.72% Feb 2, 2009 - May 18, 2009	-3.91% Nov 28, 2017 - Dec 18, 2017
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-3.47% Aug 7, 2017 - Sep 8, 2017
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-3.05% Sep 16, 2005 - Sep 20, 2005
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-3.01% Jul 23, 2025 - Aug 6, 2025

Correlation

Correlation between BKT and JOF is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2000 - 2026)

BKT vs JOF dividend yield comparison.

Year	BKT	JOF
2026	4.22%	3.88%
2025	9.53%	4.80%
2024	9.19%	4.07%
2023	8.69%	3.50%
2022	8.35%	0.71%
2021	7.31%	7.70%
2020	6.80%	3.81%
2019	6.82%	8.30%
2018	6.48%	20.55%
2017	5.16%	15.89%
2016	5.10%	9.63%
2015	5.90%	8.58%
2014	6.60%	1.48%
2013	7.12%	2.17%
2012	6.61%	1.13%
2011	5.54%	0.49%
2010	4.28%	0.89%
2009	4.53%	0.73%
2008	4.90%	1.57%
2007	6.49%	0.04%
2006	6.80%	12.90%
2005	8.47%	0.00%
2004	8.51%	0.00%
2003	8.17%	0.00%
2002	12.51%	0.00%
2001	7.64%	1.43%
2000	4.29%	14.26%