BMEZ vs ULCC

Comparison between BlackRock Health Sciences Term Trust (BMEZ, Company) and Frontier Group Holdings Inc (ULCC, Company).

BMEZ is from the Financial Services sector, while ULCC is from the Industrials sector.

5-Year PerformanceBMEZ has outperformed ULCC, delivering a return of -2.9% compared to -18.7%

BMEZ vs ULCC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMEZ(COMPANY)	ULCC(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	57.56%	87.04%
Sharpe Ratio	0.56	1.10
5Y Beta	0.59	2.24
Industry	Asset Management	Airlines
P/E Ratio	5.72	-4.16
Forward P/E	N/A	13.95
5Y Dividends CAGR	1.48%	N/A
5Y EPS CAGR	N/A	4.83%
Debt to Equity	N/A	262.61%
Free Cash Flow Yield	N/A	-26.16%
P/S Ratio	23.44	N/A
P/B Ratio	0.98	N/A

Market Cap

Winner

BMEZ

$1.53B

ULCC

$1.53B

Max Drawdown

Winner

BMEZ

57.56%

ULCC

87.04%

Sharpe Ratio

BMEZ

0.56

Winner

ULCC

1.10

5Y Beta

Winner

BMEZ

0.59

ULCC

2.24

Industry

BMEZ

Asset Management

ULCC

Airlines

P/E Ratio

BMEZ

5.72

Winner

ULCC

-4.16

Forward P/E

BMEZ

N/A

ULCC

13.95

5Y Dividends CAGR

BMEZ

1.48%

ULCC

N/A

5Y EPS CAGR

BMEZ

N/A

ULCC

4.83%

Debt to Equity

BMEZ

N/A

ULCC

262.61%

Free Cash Flow Yield

BMEZ

N/A

ULCC

-26.16%

P/S Ratio

BMEZ

23.44

ULCC

N/A

P/B Ratio

BMEZ

0.98

ULCC

N/A

BMEZ vs ULCC - Historical Returns

Returns include dividend reinvestment.

Period	BMEZ	ULCC
1 month	+6.54%	+43.41%
3 months	+5.29%	+99.40%
6 months	+2.44%	+30.58%
1 year	+13.28%	+94.44%
5 years(CAGR)	-2.93%	-18.69%
Max(CAGR)	+4.23%	-18.15%

BMEZ

+6.54%

Winner

ULCC

+43.41%

BMEZ

+5.29%

Winner

ULCC

+99.40%

BMEZ

+2.44%

Winner

ULCC

+30.58%

BMEZ

+13.28%

Winner

ULCC

+94.44%

5Y(CAGR)

Winner

BMEZ

-2.93%

ULCC

-18.69%

Max(CAGR)

Winner

BMEZ

+4.23%

ULCC

-18.15%

BMEZ vs ULCC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BMEZ	ULCC
2026	+1.36%	+45.30%
2025	+18.07%	-34.85%
2024	+9.18%	+33.90%
2023	+3.31%	-45.94%
2022	-33.22%	-27.21%
2021	-7.99%	-28.01%
2020	+48.75%	N/A

BMEZ vs ULCC 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 ULCC was -87.04%, occurring on Aug 12, 2024. This drawdown has not yet recovered.

The current BMEZ drawdown is -18.75%. The current ULCC drawdown is -69.69%.

Rank	BMEZ	ULCC
#1	-46.18% Feb 12, 2021 - May 11, 2022	-87.04% Jun 1, 2021 - Aug 12, 2024
#2	-39.45% Feb 11, 2020 - Jul 6, 2020	-12.21% Apr 9, 2021 - Jun 1, 2021
#3	-9.99% Sep 1, 2020 - Oct 5, 2020	N/A
#4	-8.45% Oct 13, 2020 - Nov 5, 2020	N/A
#5	-8.29% Jan 20, 2021 - Feb 12, 2021	N/A
#6	-5.64% Dec 23, 2020 - Jan 14, 2021	N/A
#7	-4.23% Aug 7, 2020 - Aug 31, 2020	N/A
#8	-3.53% Nov 17, 2020 - Nov 25, 2020	N/A
#9	-2.49% Dec 2, 2020 - Dec 9, 2020	N/A
#10	-2.23% Jul 17, 2020 - Jul 28, 2020	N/A
#11	-2.04% Jul 29, 2020 - Aug 5, 2020	N/A
#12	-1.88% Jan 14, 2021 - Jan 20, 2021	N/A
#13	-1.82% Oct 7, 2020 - Oct 13, 2020	N/A
#14	-1.55% Dec 15, 2020 - Dec 22, 2020	N/A
#15	-1.36% Nov 6, 2020 - Nov 11, 2020	N/A