BPOPM vs BCAT
Comparison between Popular Capital Trust II (BPOPM, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).
BPOPM is from the Financials sector, while BCAT is from the Financial Services sector.
5-Year PerformanceBCAT has outperformed BPOPM, delivering a return of +7.8% compared to +4.6%
BPOPM vs BCAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BPOPM vs BCAT - Historical Returns
Returns include dividend reinvestment.
BPOPM vs BCAT - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BPOPM | BCAT |
|---|---|---|
| 2026 | +1.34% | +22.14% |
| 2025 | +3.92% | +16.32% |
| 2024 | +7.09% | +19.78% |
| 2023 | +6.27% | +17.82% |
| 2022 | +2.81% | -22.68% |
| 2021 | +9.35% | -4.09% |
| 2020 | -0.60% | +9.35% |
| 2019 | +18.20% | N/A |
| 2018 | +14.29% | N/A |
| 2017 | +8.23% | N/A |
| 2016 | +38.05% | N/A |
| 2015 | -11.33% | N/A |
| 2014 | +27.53% | N/A |
| 2013 | -14.62% | N/A |
| 2012 | +42.85% | N/A |
| 2011 | -9.22% | N/A |
| 2010 | +39.19% | N/A |
| 2009 | -18.42% | N/A |
| 2008 | +11.18% | N/A |
BPOPM vs BCAT Drawdown Comparison
The maximum drawdown for BPOPM was -71.12%, occurring on Feb 23, 2009. Recovery took 312 trading sessions.
The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.
The current BPOPM drawdown is -0.78%. The current BCAT drawdown is -1.90%.
| Rank | BPOPM | BCAT |
|---|---|---|
| #1 | -71.12% Jan 13, 2009 - Apr 12, 2010 | -36.11% Feb 10, 2021 - Nov 25, 2024 |
| #2 | -27.17% Jul 15, 2011 - Mar 8, 2012 | -13.69% Feb 13, 2025 - May 12, 2025 |
| #3 | -26.10% Jan 15, 2020 - Sep 28, 2020 | -8.89% Dec 22, 2020 - Feb 9, 2021 |
| #4 | -24.79% Jun 12, 2013 - Sep 24, 2014 | -7.97% Mar 4, 2026 - Apr 21, 2026 |
| #5 | -19.81% Jan 27, 2015 - May 23, 2016 | -6.09% Dec 11, 2024 - Feb 13, 2025 |
| #6 | -18.71% May 4, 2010 - Sep 14, 2010 | -4.61% Sep 15, 2025 - Dec 3, 2025 |
| #7 | -14.38% Aug 9, 2022 - Jul 5, 2023 | -3.79% Oct 20, 2020 - Nov 9, 2020 |
| #8 | -10.63% Aug 11, 2017 - May 11, 2018 | -3.01% Jun 1, 2026 - Jun 11, 2026 |
| #9 | -8.58% Aug 26, 2016 - Feb 28, 2017 | -2.85% May 13, 2025 - Jun 2, 2025 |
| #10 | -8.23% Apr 12, 2010 - Apr 26, 2010 | -2.84% Aug 13, 2025 - Aug 29, 2025 |
| #11 | -8.01% Jun 28, 2012 - Jul 13, 2012 | -2.41% Dec 5, 2025 - Jan 2, 2026 |
| #12 | -7.85% Sep 23, 2021 - May 27, 2022 | -2.01% May 13, 2026 - May 21, 2026 |
| #13 | -7.74% Sep 14, 2010 - Jan 4, 2011 | -1.90% Jun 29, 2026 - Jul 2, 2026 |
| #14 | -7.40% Aug 30, 2019 - Dec 31, 2019 | -1.78% Nov 18, 2020 - Nov 30, 2020 |
| #15 | -7.02% Aug 20, 2012 - Jan 17, 2013 | -1.64% Jun 18, 2026 - Jun 29, 2026 |
Correlation
Correlation between BPOPM and BCAT is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2008 - 2026)
BPOPM vs BCAT dividend yield comparison.
| Year | BPOPM | BCAT |
|---|---|---|
| 2026 | 3.04% | 9.87% |
| 2025 | 6.11% | 23.45% |
| 2024 | 5.96% | 17.48% |
| 2023 | 6.09% | 10.08% |
| 2022 | 6.07% | 9.01% |
| 2021 | 5.87% | 6.42% |
| 2020 | 6.08% | 0.48% |
| 2019 | 5.68% | 0.00% |
| 2018 | 6.33% | 0.00% |
| 2017 | 6.78% | 0.00% |
| 2016 | 6.82% | 0.00% |
| 2015 | 8.75% | 0.00% |
| 2014 | 7.29% | 0.00% |
| 2013 | 8.53% | 0.00% |
| 2012 | 6.81% | 0.00% |
| 2011 | 9.28% | 0.00% |
| 2010 | 7.75% | 0.00% |
| 2009 | 9.89% | 0.00% |
| 2008 | 0.61% | 0.00% |
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