BMEZ vs ECAT

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and BlackRock ESG Capital Allocation Term Trust (ECAT, Company).

Both BMEZ and ECAT are from the Financial Services sector.

5-Year PerformanceECAT has outperformed BMEZ, delivering a return of +9.0% compared to -2.2%

BMEZ vs ECAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	ECAT(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	57.56%	36.48%
Sharpe Ratio	0.99	0.85
5Y Beta	0.59	0.70
Industry	Asset Management	Asset Management
P/E Ratio	5.72	7.33
Dividend Yield	N/A	21.50%
5Y Dividends CAGR	2.28%	N/A
Debt to Equity	N/A	0.02%
Free Cash Flow Yield	N/A	22.50%
P/S Ratio	23.44	7.13
P/B Ratio	0.98	0.96

Market Cap

BMEZ

$1.53B

Winner

ECAT

$1.53B

Max Drawdown

BMEZ

57.56%

Winner

ECAT

36.48%

Sharpe Ratio

Winner

BMEZ

0.99

ECAT

0.85

5Y Beta

Winner

BMEZ

0.59

ECAT

0.70

Industry

BMEZ

Asset Management

ECAT

Asset Management

P/E Ratio

Winner

BMEZ

5.72

ECAT

7.33

Dividend Yield

BMEZ

N/A

ECAT

21.50%

5Y Dividends CAGR

BMEZ

2.28%

ECAT

N/A

Debt to Equity

BMEZ

N/A

ECAT

0.02%

Free Cash Flow Yield

BMEZ

N/A

ECAT

22.50%

P/S Ratio

BMEZ

23.44

Winner

ECAT

7.13

P/B Ratio

BMEZ

0.98

Winner

ECAT

0.96

BMEZ vs ECAT - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	ECAT
1 month	+4.18%	+0.33%
3 months	+9.15%	+10.89%
6 months	+2.31%	+8.91%
1 year	+18.75%	+15.26%
5 years(CAGR)	-2.19%	+9.02%
Max(CAGR)	+4.97%	+9.02%

Winner

BMEZ

+4.18%

ECAT

+0.33%

BMEZ

+9.15%

Winner

ECAT

+10.89%

BMEZ

+2.31%

Winner

ECAT

+8.91%

Winner

BMEZ

+18.75%

ECAT

+15.26%

5Y(CAGR)

BMEZ

-2.19%

Winner

ECAT

+9.02%

Max(CAGR)

BMEZ

+4.97%

Winner

ECAT

+9.02%

BMEZ vs ECAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	ECAT
2026	+6.55%	+10.31%
2025	+18.07%	+16.70%
2024	+9.18%	+20.06%
2023	+3.31%	+31.13%
2022	-33.22%	-23.06%
2021	-7.99%	-6.24%
2020	+48.75%	N/A

BMEZ vs ECAT Drawdown Comparison

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

The current BMEZ drawdown is -14.59%. The current ECAT drawdown is -3.26%.

Rank	BMEZ	ECAT
#1	-46.18% Feb 12, 2021 - May 11, 2022	-32.23% Oct 1, 2021 - Jan 26, 2024
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-15.78% Feb 13, 2025 - May 13, 2025
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-11.72% Oct 28, 2025 - May 4, 2026
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-9.07% Jul 15, 2024 - Aug 23, 2024
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-6.87% Apr 1, 2024 - May 20, 2024
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-5.59% Dec 11, 2024 - Feb 13, 2025
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-4.57% Oct 14, 2024 - Nov 11, 2024
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-4.53% Aug 23, 2024 - Sep 27, 2024
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-4.24% Jun 2, 2026 - Jun 29, 2026
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-3.48% Mar 1, 2024 - Mar 27, 2024
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-3.26% Jul 15, 2026 - Jul 23, 2026
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-2.92% May 13, 2025 - Jun 2, 2025
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-2.72% Aug 13, 2025 - Sep 11, 2025
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-2.57% Nov 11, 2024 - Dec 2, 2024
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-2.50% Jan 29, 2024 - Feb 8, 2024