BTX vs MOFG

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and MidWestOne Financial Group Inc (MOFG, Company).

Both BTX and MOFG are from the Financial Services sector.

5-Year PerformanceMOFG has outperformed BTX, delivering a return of +13.0% compared to -6.3%

BTX vs MOFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	MOFG(COMPANY)
Market Cap	$1.02B	$1.02B
Max Drawdown	76.03%	64.16%
Sharpe Ratio	1.27	1.33
5Y Beta	1.21	0.83
Industry	Asset Management	Banks - Regional
P/E Ratio	28.15	17.50
Forward P/E	N/A	11.95
PEG Ratio	0.00	2.52
Dividend Yield	N/A	2.01%
5Y Dividends CAGR	N/A	6.62%
5Y EPS CAGR	N/A	69.63%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.70%	7.75%
P/S Ratio	89.34	4.59
P/B Ratio	1.12	1.68

Market Cap

Winner

BTX

$1.02B

MOFG

$1.02B

Max Drawdown

BTX

76.03%

Winner

MOFG

64.16%

Sharpe Ratio

BTX

1.27

Winner

MOFG

1.33

5Y Beta

BTX

1.21

Winner

MOFG

0.83

Industry

BTX

Asset Management

MOFG

Banks - Regional

P/E Ratio

BTX

28.15

Winner

MOFG

17.50

Forward P/E

BTX

N/A

MOFG

11.95

PEG Ratio

Winner

BTX

0.00

MOFG

2.52

Dividend Yield

BTX

N/A

MOFG

2.01%

5Y Dividends CAGR

BTX

N/A

MOFG

6.62%

5Y EPS CAGR

BTX

N/A

MOFG

69.63%

Debt to Equity

BTX

0.00%

MOFG

0.00%

Free Cash Flow Yield

BTX

-1.70%

Winner

MOFG

7.75%

P/S Ratio

BTX

89.34

Winner

MOFG

4.59

P/B Ratio

Winner

BTX

1.12

MOFG

1.68

BTX vs MOFG - Historical Returns

Returns include dividend reinvestment.

Period	BTX	MOFG
1 month	+8.03%	+0.00%
3 months	+36.77%	+0.00%
6 months	+35.07%	+21.74%
1 year	+36.78%	+79.03%
5 years(CAGR)	-6.26%	+13.05%
10 years(CAGR)	N/A	+8.36%
Max(CAGR)	-5.63%	+8.74%

Winner

BTX

+8.03%

MOFG

+0.00%

Winner

BTX

+36.77%

MOFG

+0.00%

Winner

BTX

+35.07%

MOFG

+21.74%

BTX

+36.78%

Winner

MOFG

+79.03%

5Y(CAGR)

BTX

-6.26%

Winner

MOFG

+13.05%

10Y(CAGR)

BTX

N/A

MOFG

+8.36%

Max(CAGR)

BTX

-5.63%

Winner

MOFG

+8.74%

BTX vs MOFG - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	BTX	MOFG
2026	+35.63%	+30.28%
2025	+0.51%	+39.29%
2024	+15.41%	+12.11%
2023	+18.15%	-11.39%
2022	-49.26%	+0.62%
2021	-24.44%	+35.89%
2020	N/A	-28.93%
2019	N/A	+48.05%
2018	N/A	-23.59%
2017	N/A	-8.86%
2016	N/A	+36.11%
2015	N/A	+9.79%
2014	N/A	+8.66%
2013	N/A	+27.66%
2012	N/A	+40.11%
2011	N/A	-3.42%
2010	N/A	+77.07%
2009	N/A	-8.15%
2008	N/A	-41.11%

BTX vs MOFG Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for MOFG was -62.07%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

The current BTX drawdown is -35.51%.

Rank	BTX	MOFG
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-62.07% Feb 4, 2008 - Jan 31, 2012
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-55.94% Dec 18, 2019 - Nov 4, 2022
#3	N/A	-47.23% Nov 10, 2022 - Nov 11, 2024
#4	N/A	-35.13% Dec 20, 2016 - Dec 16, 2019
#5	N/A	-23.86% Dec 5, 2024 - Oct 24, 2025
#6	N/A	-23.42% Jul 17, 2015 - Nov 11, 2016
#7	N/A	-20.30% Dec 24, 2013 - Dec 2, 2014
#8	N/A	-17.09% Jul 25, 2013 - Dec 24, 2013
#9	N/A	-14.82% Jul 17, 2012 - Jan 22, 2013
#10	N/A	-13.36% May 7, 2012 - Jun 19, 2012
#11	N/A	-8.84% Dec 11, 2025 - Jan 15, 2026
#12	N/A	-8.78% Oct 24, 2025 - Nov 25, 2025
#13	N/A	-8.41% Jun 21, 2012 - Jul 5, 2012
#14	N/A	-6.79% Feb 1, 2013 - Apr 24, 2013
#15	N/A	-4.48% Dec 9, 2014 - Dec 29, 2014

Correlation

Correlation between BTX and MOFG is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2008 - 2026)

BTX vs MOFG dividend yield comparison.

Year	BTX	MOFG
2026	3.00%	0.49%
2025	13.68%	2.52%
2024	11.21%	3.33%
2023	10.45%	3.60%
2022	14.54%	2.99%
2021	4.81%	2.78%
2020	0.00%	3.59%
2019	0.00%	2.24%
2018	0.00%	3.14%
2017	0.00%	2.00%
2016	0.00%	1.70%
2015	0.00%	1.97%
2014	0.00%	2.01%
2013	0.00%	1.84%
2012	0.00%	1.76%
2011	0.00%	1.50%
2010	0.00%	1.32%
2009	0.00%	3.46%
2008	0.00%	4.62%