BTX vs WSR

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Whitestone REIT (WSR, Company).

BTX is from the Financial Services sector, while WSR is from the Real Estate sector.

5-Year PerformanceWSR has outperformed BTX, delivering a return of +23.9% compared to -6.6%

BTX vs WSR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	WSR(COMPANY)
Market Cap	$977M	$976M
Max Drawdown	76.03%	71.61%
Sharpe Ratio	0.98	1.88
5Y Beta	1.26	0.38
Industry	Asset Management	Reit - Retail
P/E Ratio	27.00	19.26
Forward P/E	N/A	46.30
PEG Ratio	N/A	0.32
Dividend Yield	N/A	2.89%
5Y Dividends CAGR	47.97%	5.61%
5Y EPS CAGR	N/A	48.28%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.78%	5.25%

Market Cap

Winner

BTX

$977M

WSR

$976M

Max Drawdown

BTX

76.03%

Winner

WSR

71.61%

Sharpe Ratio

BTX

0.98

Winner

WSR

1.88

5Y Beta

BTX

1.26

Winner

WSR

0.38

Industry

BTX

Asset Management

WSR

Reit - Retail

P/E Ratio

BTX

27.00

Winner

WSR

19.26

Forward P/E

BTX

N/A

WSR

46.30

PEG Ratio

BTX

N/A

WSR

0.32

Dividend Yield

BTX

N/A

WSR

2.89%

5Y Dividends CAGR

Winner

BTX

47.97%

WSR

5.61%

5Y EPS CAGR

BTX

N/A

WSR

48.28%

Debt to Equity

BTX

0.00%

WSR

0.00%

Free Cash Flow Yield

BTX

-1.78%

Winner

WSR

5.25%

BTX vs WSR - Historical Returns

Returns include dividend reinvestment.

Period	BTX	WSR
1 month	-10.48%	+0.28%
3 months	+15.22%	+1.13%
6 months	+26.10%	+37.95%
1 year	+29.70%	+53.87%
5 years(CAGR)	-6.62%	+23.94%
10 years(CAGR)	N/A	+8.47%
Max(CAGR)	-6.19%	+10.57%

BTX

-10.48%

Winner

WSR

+0.28%

Winner

BTX

+15.22%

WSR

+1.13%

BTX

+26.10%

Winner

WSR

+37.95%

BTX

+29.70%

Winner

WSR

+53.87%

5Y(CAGR)

BTX

-6.62%

Winner

WSR

+23.94%

10Y(CAGR)

BTX

N/A

WSR

+8.47%

Max(CAGR)

BTX

-6.19%

Winner

WSR

+10.57%

BTX vs WSR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BTX	WSR
2026	+30.62%	+39.74%
2025	+0.51%	+2.89%
2024	+15.41%	+20.84%
2023	+18.15%	+33.15%
2022	-49.26%	-1.11%
2021	-24.44%	+39.15%
2020	N/A	-35.78%
2019	N/A	+22.53%
2018	N/A	-6.58%
2017	N/A	+9.55%
2016	N/A	+33.37%
2015	N/A	-14.66%
2014	N/A	+21.45%
2013	N/A	+0.11%
2012	N/A	+23.40%
2011	N/A	-11.44%
2010	N/A	+33.47%

BTX vs WSR 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 WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

The current BTX drawdown is -37.89%. The current WSR drawdown is -0.05%.

Rank	BTX	WSR
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-63.61% Oct 30, 2019 - Mar 3, 2022
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-37.73% Apr 20, 2022 - Dec 28, 2023
#3	N/A	-34.70% Mar 20, 2015 - Jun 10, 2016
#4	N/A	-30.40% Dec 18, 2017 - Sep 28, 2018
#5	N/A	-26.55% Jul 29, 2016 - Nov 14, 2017
#6	N/A	-24.86% Mar 3, 2011 - Mar 28, 2012
#7	N/A	-24.22% May 20, 2013 - Jan 16, 2015
#8	N/A	-22.04% Dec 17, 2024 - Feb 4, 2026
#9	N/A	-19.60% Feb 19, 2019 - Sep 12, 2019
#10	N/A	-17.18% Dec 6, 2018 - Feb 11, 2019
#11	N/A	-16.80% Feb 1, 2024 - May 28, 2024
#12	N/A	-11.63% Jul 27, 2012 - Nov 23, 2012
#13	N/A	-10.00% Jul 23, 2024 - Oct 9, 2024
#14	N/A	-9.17% Apr 27, 2012 - Jun 29, 2012
#15	N/A	-7.43% Sep 28, 2018 - Oct 30, 2018

Correlation

Correlation between BTX and WSR is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2010 - 2026)

BTX vs WSR dividend yield comparison.

Year	BTX	WSR
2026	3.76%	1.50%
2025	13.68%	3.89%
2024	11.21%	3.47%
2023	10.45%	3.91%
2022	14.54%	4.85%
2021	4.81%	4.22%
2020	0.00%	7.53%
2019	0.00%	7.67%
2018	0.00%	9.30%
2017	0.00%	7.91%
2016	0.00%	8.59%
2015	0.00%	9.49%
2014	0.00%	7.54%
2013	0.00%	7.82%
2012	0.00%	7.44%
2011	0.00%	9.58%
2010	0.00%	3.22%