BMEZ vs KW

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and KENNEDY-WILSON HOLDINGS, INC. (KW, Company).

BMEZ is from the Financial Services sector, while KW is from the Real Estate sector.

5-Year PerformanceBMEZ has outperformed KW, delivering a return of -2.3% compared to -6.0%

BMEZ vs KW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	KW(COMPANY)
Market Cap	$1.53B	$1.52B
Max Drawdown	57.56%	78.39%
Sharpe Ratio	1.12	1.54
5Y Beta	0.59	N/A
Industry	Asset Management	Real Estate Services
P/E Ratio	5.72	19.39
Forward P/E	N/A	21.46
Dividend Yield	N/A	4.39%
5Y Dividends CAGR	1.48%	-7.37%
5Y EPS CAGR	N/A	-6.73%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	-1.62%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

Winner

BMEZ

$1.53B

$1.52B

Max Drawdown

Winner

BMEZ

57.56%

78.39%

Sharpe Ratio

BMEZ

1.12

Winner

1.54

5Y Beta

BMEZ

0.59

N/A

Industry

BMEZ

Asset Management

Real Estate Services

P/E Ratio

Winner

BMEZ

5.72

19.39

Forward P/E

BMEZ

N/A

21.46

Dividend Yield

BMEZ

N/A

4.39%

5Y Dividends CAGR

Winner

BMEZ

1.48%

-7.37%

5Y EPS CAGR

BMEZ

N/A

-6.73%

Debt to Equity

BMEZ

N/A

0.00%

Free Cash Flow Yield

BMEZ

N/A

-1.62%

P/S Ratio

BMEZ

23.44

N/A

P/B Ratio

BMEZ

0.98

N/A

BMEZ vs KW - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	KW
1 month	+10.68%	+0.09%
3 months	+10.76%	+2.69%
6 months	+6.41%	+15.90%
1 year	+20.35%	+78.38%
5 years(CAGR)	-2.26%	-6.01%
10 years(CAGR)	N/A	-0.67%
Max(CAGR)	+5.34%	+4.25%

Winner

BMEZ

+10.68%

+0.09%

Winner

BMEZ

+10.76%

+2.69%

BMEZ

+6.41%

Winner

+15.90%

BMEZ

+20.35%

Winner

+78.38%

5Y(CAGR)

Winner

BMEZ

-2.26%

-6.01%

10Y(CAGR)

BMEZ

N/A

-0.67%

Max(CAGR)

Winner

BMEZ

+5.34%

+4.25%

BMEZ vs KW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	KW
2026	+8.74%	+15.79%
2025	+18.07%	+3.29%
2024	+9.18%	-14.78%
2023	+3.31%	-15.73%
2022	-33.22%	-31.46%
2021	-7.99%	+42.32%
2020	+48.75%	-15.67%
2019	N/A	+27.04%
2018	N/A	+5.69%
2017	N/A	-11.76%
2016	N/A	-10.50%
2015	N/A	-3.05%
2014	N/A	+16.12%
2013	N/A	+61.84%
2012	N/A	+29.00%
2011	N/A	+8.02%
2010	N/A	+12.25%
2009	N/A	-3.24%
2008	N/A	+1.67%
2007	N/A	+0.55%

BMEZ vs KW 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 KW was -70.76%, occurring on May 23, 2025. This drawdown has not yet recovered.

The current BMEZ drawdown is -12.83%. The current KW drawdown is -43.79%.

Rank	BMEZ	KW
#1	-46.18% Feb 12, 2021 - May 11, 2022	-70.76% Mar 29, 2022 - May 23, 2025
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-52.16% Feb 3, 2015 - Aug 30, 2021
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	-19.48% May 5, 2010 - Jun 2, 2011
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	-19.12% Feb 21, 2014 - Jun 6, 2014
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	-18.30% Oct 28, 2011 - Jan 23, 2012
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	-18.27% Sep 13, 2012 - Jan 22, 2013
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	-18.03% Jul 21, 2011 - Oct 27, 2011
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	-13.75% Jan 4, 2022 - Mar 28, 2022
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	-13.24% Jul 1, 2014 - Oct 31, 2014
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	-12.66% Mar 11, 2013 - May 8, 2013
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	-11.60% Mar 13, 2012 - May 7, 2012
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	-11.20% Nov 10, 2014 - Feb 3, 2015
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	-11.11% May 7, 2012 - Jul 3, 2012
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	-10.46% Sep 23, 2009 - Mar 17, 2010
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	-9.89% Sep 2, 2008 - Apr 13, 2009

Correlation

Correlation between BMEZ and KW is 0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

0.16

-101

Dividend Comparison (2011 - 2026)

BMEZ vs KW dividend yield comparison.

Year	BMEZ	KW
2026	4.23%	2.20%
2025	12.43%	4.96%
2024	11.74%	6.01%
2023	10.80%	7.75%
2022	11.28%	6.10%
2021	6.51%	3.77%
2020	3.14%	4.92%
2019	0.00%	3.81%
2018	0.00%	4.29%
2017	0.00%	4.03%
2016	0.00%	2.73%
2015	0.00%	1.99%
2014	0.00%	1.42%
2013	0.00%	1.57%
2012	0.00%	1.43%
2011	0.00%	1.13%