BTX vs SBSI
Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Southside Bancshares Inc (SBSI, Company).
Both BTX and SBSI are from the Financial Services sector.
5-Year PerformanceSBSI has outperformed BTX, delivering a return of +0.2% compared to -5.5%
BTX vs SBSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BTX vs SBSI - Historical Returns
Returns include dividend reinvestment.
BTX vs SBSI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BTX | SBSI |
|---|---|---|
| 2026 | +40.52% | +15.61% |
| 2025 | +0.51% | +2.86% |
| 2024 | +15.41% | +4.84% |
| 2023 | +18.15% | -8.86% |
| 2022 | -49.26% | -11.89% |
| 2021 | -24.44% | +39.28% |
| 2020 | N/A | -12.73% |
| 2019 | N/A | +19.96% |
| 2018 | N/A | -3.36% |
| 2017 | N/A | -5.23% |
| 2016 | N/A | +75.55% |
| 2015 | N/A | -8.93% |
| 2014 | N/A | +22.40% |
| 2013 | N/A | +45.33% |
| 2012 | N/A | +9.84% |
| 2011 | N/A | +16.18% |
| 2010 | N/A | +21.06% |
| 2009 | N/A | -3.72% |
| 2008 | N/A | +34.11% |
| 2007 | N/A | -7.81% |
| 2006 | N/A | +34.38% |
| 2005 | N/A | -4.02% |
| 2004 | N/A | +32.30% |
| 2003 | N/A | +32.76% |
| 2002 | N/A | +28.02% |
| 2001 | N/A | +67.04% |
| 2000 | N/A | +6.99% |
| 1999 | N/A | -7.02% |
BTX vs SBSI 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 SBSI was -46.14%, occurring on Mar 9, 2009. Recovery took 169 trading sessions.
The current BTX drawdown is -33.18%. The current SBSI drawdown is -5.85%.
| Rank | BTX | SBSI |
|---|---|---|
| #1 | -67.27% Apr 16, 2021 - Dec 28, 2022 | -46.14% Sep 26, 2008 - Jun 1, 2009 |
| #2 | -0.27% Apr 9, 2021 - Apr 13, 2021 | -39.21% Jan 14, 2022 - Jul 6, 2023 |
| #3 | N/A | -37.97% Apr 8, 2008 - Sep 18, 2008 |
| #4 | N/A | -37.31% Aug 29, 2014 - May 25, 2016 |
| #5 | N/A | -35.22% Dec 18, 2019 - Mar 3, 2021 |
| #6 | N/A | -28.01% Dec 1, 2004 - Jul 3, 2006 |
| #7 | N/A | -27.36% Aug 10, 2009 - Feb 24, 2011 |
| #8 | N/A | -25.62% Nov 8, 1999 - Feb 2, 2001 |
| #9 | N/A | -23.42% Nov 16, 2006 - Mar 25, 2008 |
| #10 | N/A | -19.09% Sep 11, 2018 - Dec 5, 2019 |
| #11 | N/A | -19.00% Jun 1, 2021 - Nov 5, 2021 |
| #12 | N/A | -18.78% Jun 2, 2009 - Aug 10, 2009 |
| #13 | N/A | -17.81% Apr 28, 2011 - Nov 30, 2011 |
| #14 | N/A | -17.69% Apr 23, 2014 - Aug 21, 2014 |
| #15 | N/A | -16.77% Jun 4, 2002 - Jan 10, 2003 |
Correlation
Correlation between BTX and SBSI is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
BTX vs SBSI dividend yield comparison.
| Year | BTX | SBSI |
|---|---|---|
| 2026 | 2.90% | 2.09% |
| 2025 | 13.68% | 4.74% |
| 2024 | 11.21% | 4.53% |
| 2023 | 10.45% | 4.53% |
| 2022 | 14.54% | 3.89% |
| 2021 | 4.81% | 3.28% |
| 2020 | 0.00% | 4.19% |
| 2019 | 0.00% | 3.39% |
| 2018 | 0.00% | 3.72% |
| 2017 | 0.00% | 3.20% |
| 2016 | 0.00% | 2.62% |
| 2015 | 0.00% | 4.12% |
| 2014 | 0.00% | 8.57% |
| 2013 | 0.00% | 6.97% |
| 2012 | 0.00% | 8.58% |
| 2011 | 0.00% | 9.00% |
| 2010 | 0.00% | 8.20% |
| 2009 | 0.00% | 9.26% |
| 2008 | 0.00% | 7.88% |
| 2007 | 0.00% | 7.81% |
| 2006 | 0.00% | 5.27% |
| 2005 | 0.00% | 2.28% |
| 2004 | 0.00% | 1.79% |
| 2003 | 0.00% | 1.90% |
| 2002 | 0.00% | 2.18% |
| 2001 | 0.00% | 6.70% |
| 2000 | 0.00% | 12.39% |
| 1999 | 0.00% | 0.54% |
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