BME vs BLW

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

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

BME vs BLW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

BME

$526M

Winner

BLW

$527M

Max Drawdown

Winner

BME

44.61%

BLW

53.45%

Sharpe Ratio

Winner

BME

1.20

BLW

-0.83

5Y Beta

BME

0.47

Winner

BLW

0.29

5Y Dividends CAGR

Winner

BME

7.26%

BLW

4.57%

BME vs BLW - Historical Returns

Returns include dividend reinvestment.

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

Winner

BME

+2.32%

BLW

-3.19%

Winner

BME

-1.09%

BLW

-7.15%

Winner

BME

+2.13%

BLW

-6.49%

Winner

BME

+19.95%

BLW

-3.61%

5Y(CAGR)

Winner

BME

+3.43%

BLW

+2.53%

10Y(CAGR)

Winner

BME

+7.64%

BLW

+6.24%

Max(CAGR)

Winner

BME

+10.70%

BLW

+6.11%

BME vs BLW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

BME vs BLW Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2003 - 2026)

BME vs BLW dividend yield comparison.

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