BLW vs BME

Comparison between BlackRock Ltd Duration Income Trust (BLW, ETF) and BlackRock Health Sciences Trust (BME, ETF).

5-Year PerformanceBME has outperformed BLW, delivering a return of +3.4% compared to +2.5%

BLW vs BME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLW(ETF)	BME(ETF)
Net Assets	$527M	$526M
Max Drawdown	53.45%	44.61%
Sharpe Ratio	-0.83	1.20
5Y Beta	0.29	0.47
5Y Dividends CAGR	4.57%	7.26%

Net Assets

Winner

BLW

$527M

BME

$526M

Max Drawdown

BLW

53.45%

Winner

BME

44.61%

Sharpe Ratio

BLW

-0.83

Winner

BME

1.20

5Y Beta

Winner

BLW

0.29

BME

0.47

5Y Dividends CAGR

BLW

4.57%

Winner

BME

7.26%

BLW vs BME - Historical Returns

Returns include dividend reinvestment.

Period	BLW	BME
1 month	-3.19%	+2.32%
3 months	-7.15%	-1.09%
6 months	-6.49%	+2.13%
1 year	-3.61%	+19.95%
5 years(CAGR)	+2.53%	+3.43%
10 years(CAGR)	+6.24%	+7.64%
Max(CAGR)	+6.11%	+10.70%

BLW

-3.19%

Winner

BME

+2.32%

BLW

-7.15%

Winner

BME

-1.09%

BLW

-6.49%

Winner

BME

+2.13%

BLW

-3.61%

Winner

BME

+19.95%

5Y(CAGR)

BLW

+2.53%

Winner

BME

+3.43%

10Y(CAGR)

BLW

+6.24%

Winner

BME

+7.64%

Max(CAGR)

BLW

+6.11%

Winner

BME

+10.70%

BLW vs BME - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BLW	BME
2026	-6.65%	+0.16%
2025	+6.59%	+19.24%
2024	+10.99%	-0.39%
2023	+17.58%	-0.72%
2022	-13.83%	-3.83%
2021	+15.47%	+5.43%
2020	+5.10%	+17.46%
2019	+29.26%	+20.14%
2018	-10.83%	+6.52%
2017	+10.73%	+20.82%
2016	+15.15%	-11.56%
2015	+0.64%	+8.97%
2014	-0.89%	+35.48%
2013	-0.84%	+34.89%
2012	+22.20%	+19.82%
2011	+6.25%	+3.43%
2010	+19.07%	+8.16%
2009	+41.15%	+39.01%
2008	-25.24%	-19.73%
2007	-8.08%	+7.91%
2006	+19.10%	+16.02%
2005	-8.69%	+6.08%
2004	+15.50%	N/A
2003	-2.24%	N/A

BLW vs BME Drawdown Comparison

The maximum drawdown for BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 723 trading sessions.

The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.

The current BLW drawdown is -8.83%. The current BME drawdown is -4.41%.

Rank	BLW	BME
#1	-44.04% Apr 16, 2007 - Feb 26, 2010	-42.05% Jan 14, 2008 - Dec 8, 2009
#2	-41.88% Jan 24, 2020 - Nov 24, 2020	-36.68% Feb 13, 2020 - Jul 7, 2020
#3	-26.26% Nov 12, 2021 - Mar 1, 2024	-25.46% Oct 2, 2018 - Nov 27, 2019
#4	-16.95% Jun 29, 2011 - Mar 23, 2012	-23.65% Aug 17, 2015 - Jul 5, 2017
#5	-14.04% May 24, 2013 - May 27, 2016	-21.66% Jun 30, 2011 - Mar 27, 2012
#6	-13.50% Jan 16, 2018 - Apr 11, 2019	-18.29% Dec 30, 2021 - Jul 15, 2024
#7	-13.28% Feb 7, 2005 - Feb 21, 2006	-14.73% Apr 9, 2010 - Oct 5, 2010
#8	-11.64% Apr 1, 2004 - Sep 22, 2004	-14.36% Oct 14, 2024 - Nov 7, 2025
#9	-11.19% Feb 18, 2026 - Mar 30, 2026	-13.92% Mar 17, 2006 - Aug 21, 2006
#10	-11.09% May 3, 2010 - Jul 26, 2010	-12.95% Apr 17, 2007 - Dec 26, 2007
#11	-10.56% Mar 3, 2025 - May 13, 2025	-11.08% Nov 28, 2014 - Mar 5, 2015
#12	-10.46% Nov 8, 2010 - Mar 29, 2011	-11.03% Feb 27, 2026 - Mar 27, 2026
#13	-6.43% May 11, 2012 - Jun 26, 2012	-10.97% Jan 20, 2021 - Jul 12, 2021
#14	-6.10% Oct 26, 2012 - Nov 23, 2012	-10.91% Mar 5, 2014 - Oct 3, 2014
#15	-5.78% Mar 27, 2012 - May 1, 2012	-10.23% Jan 26, 2018 - May 24, 2018

Correlation

Correlation between BLW and BME is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2003 - 2026)

BLW vs BME dividend yield comparison.

Year	BLW	BME
2026	4.62%	3.28%
2025	9.89%	7.65%
2024	9.39%	6.87%
2023	8.63%	6.32%
2022	8.26%	5.87%
2021	6.99%	5.03%
2020	7.39%	5.04%
2019	6.27%	5.65%
2018	7.14%	6.58%
2017	6.24%	6.58%
2016	9.68%	9.45%
2015	8.26%	17.04%
2014	8.24%	9.83%
2013	7.47%	9.86%
2012	7.55%	8.52%
2011	8.05%	9.95%
2010	6.68%	8.53%
2009	6.60%	5.86%
2008	12.65%	8.59%
2007	10.28%	7.66%
2006	7.85%	9.67%
2005	8.76%	4.55%
2004	7.62%	0.00%
2003	3.30%	0.00%