BSTZ vs SPY

Comparison between BlackRock Science and Technology Term Trust (BSTZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed BSTZ, delivering a return of +13.3% compared to +5.2%

BSTZ vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BSTZ(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$2.04B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	67.47%	56.47%
Sharpe Ratio	2.17	1.62
5Y Beta	1.13	1.00
Industry	Asset Management	N/A
P/E Ratio	2.39	28.99
Forward P/E	N/A	22.37
5Y Dividends CAGR	13.01%	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	1.02%	32.40%
Free Cash Flow Yield	-6.82%	N/A
P/S Ratio	6.59	3.74
P/B Ratio	1.21	5.61

Market Cap / Net Assets

BSTZ

$2.04B

Winner

SPY

$735B

Expense Ratio

BSTZ

N/A

SPY

0.09%

Max Drawdown

BSTZ

67.47%

Winner

SPY

56.47%

Sharpe Ratio

Winner

BSTZ

2.17

SPY

1.62

5Y Beta

BSTZ

1.13

Winner

SPY

1.00

Industry

BSTZ

Asset Management

SPY

N/A

P/E Ratio

Winner

BSTZ

2.39

SPY

28.99

Forward P/E

BSTZ

N/A

SPY

22.37

5Y Dividends CAGR

Winner

BSTZ

13.01%

SPY

5.43%

5Y EPS CAGR

BSTZ

N/A

SPY

26.05%

Debt to Equity

Winner

BSTZ

1.02%

SPY

32.40%

Free Cash Flow Yield

BSTZ

-6.82%

SPY

N/A

P/S Ratio

BSTZ

6.59

Winner

SPY

3.74

P/B Ratio

Winner

BSTZ

1.21

SPY

5.61

BSTZ vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	BSTZ	SPY
1 month	+6.83%	+1.90%
3 months	+34.83%	+8.55%
6 months	+35.20%	+8.18%
1 year	+66.39%	+25.79%
5 years(CAGR)	+5.23%	+13.32%
10 years(CAGR)	N/A	+15.19%
Max(CAGR)	+15.17%	+8.47%

Winner

BSTZ

+6.83%

SPY

+1.90%

Winner

BSTZ

+34.83%

SPY

+8.55%

Winner

BSTZ

+35.20%

SPY

+8.18%

Winner

BSTZ

+66.39%

SPY

+25.79%

5Y(CAGR)

BSTZ

+5.23%

Winner

SPY

+13.32%

10Y(CAGR)

BSTZ

N/A

SPY

+15.19%

Max(CAGR)

Winner

BSTZ

+15.17%

SPY

+8.47%

BSTZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BSTZ	SPY
2026	+30.38%	+8.26%
2025	+24.46%	+18.00%
2024	+39.90%	+25.59%
2023	+16.02%	+26.72%
2022	-55.45%	-18.64%
2021	+16.02%	+30.52%
2020	+84.47%	+17.28%
2019	+4.22%	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

BSTZ vs SPY Drawdown Comparison

The maximum drawdown for BSTZ was -60.51%, occurring on Dec 28, 2022. Recovery took 1117 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BSTZ drawdown is -7.92%. The current SPY drawdown is -2.90%.

Rank	BSTZ	SPY
#1	-60.51% Nov 16, 2021 - May 1, 2026	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-41.57% Jul 15, 2019 - Jun 1, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-18.77% Feb 12, 2021 - Jun 14, 2021	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-10.82% Sep 2, 2020 - Oct 7, 2020	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-9.96% Sep 3, 2021 - Nov 3, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-8.84% Dec 23, 2020 - Feb 3, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-8.62% Oct 13, 2020 - Nov 4, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-7.92% Jun 2, 2026 - Jun 5, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-7.62% Jul 6, 2021 - Sep 3, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.06% May 14, 2026 - May 26, 2026	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-5.76% Nov 6, 2020 - Nov 18, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-4.78% Aug 4, 2020 - Aug 26, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-4.25% Jul 10, 2020 - Jul 29, 2020	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-4.11% Jun 10, 2020 - Jun 16, 2020	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-3.72% Jun 23, 2020 - Jul 2, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BSTZ and SPY is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (1999 - 2026)

BSTZ vs SPY dividend yield comparison.

Year	BSTZ	SPY
2026	2.80%	0.24%
2025	12.46%	1.07%
2024	9.75%	1.21%
2023	10.90%	1.40%
2022	14.73%	1.65%
2021	5.14%	1.20%
2020	3.42%	1.52%
2019	2.44%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%

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BSTZ vs SPY

BSTZ vs SPY - Performance Comparison

Key Characteristics

BSTZ vs SPY - Historical Returns

BSTZ vs SPY - Annual Returns (1999 - 2026)

BSTZ vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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