BTZ vs TYG

Comparison between BlackRock Credit Allocation Income Trust (BTZ, ETF) and Tortoise Energy Infrastructure Corp (TYG, ETF).

5-Year PerformanceTYG has outperformed BTZ, delivering a return of +22.4% compared to +1.6%

BTZ vs TYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTZ(ETF)	TYG(ETF)
Net Assets	$1B	$1B
Max Drawdown	80.22%	97.33%
Sharpe Ratio	0.44	1.32
5Y Beta	0.34	0.64
5Y Dividends CAGR	1.61%	42.65%

Net Assets

BTZ

$1B

TYG

$1B

Max Drawdown

Winner

BTZ

80.22%

TYG

97.33%

Sharpe Ratio

BTZ

0.44

Winner

TYG

1.32

5Y Beta

Winner

BTZ

0.34

TYG

0.64

5Y Dividends CAGR

BTZ

1.61%

Winner

TYG

42.65%

BTZ vs TYG - Historical Returns

Returns include dividend reinvestment.

Period	BTZ	TYG
1 month	+1.89%	-1.24%
3 months	-1.37%	+3.85%
6 months	-1.60%	+15.18%
1 year	+7.85%	+30.36%
5 years(CAGR)	+1.61%	+22.40%
10 years(CAGR)	+5.94%	+0.14%
Max(CAGR)	+3.94%	+4.44%

Winner

BTZ

+1.89%

TYG

-1.24%

BTZ

-1.37%

Winner

TYG

+3.85%

BTZ

-1.60%

Winner

TYG

+15.18%

BTZ

+7.85%

Winner

TYG

+30.36%

5Y(CAGR)

BTZ

+1.61%

Winner

TYG

+22.40%

10Y(CAGR)

Winner

BTZ

+5.94%

TYG

+0.14%

Max(CAGR)

BTZ

+3.94%

Winner

TYG

+4.44%

BTZ vs TYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	BTZ	TYG
2026	-0.96%	+16.42%
2025	+13.25%	+8.38%
2024	+10.85%	+58.74%
2023	+11.05%	+1.65%
2022	-26.17%	+19.50%
2021	+9.80%	+45.17%
2020	+13.19%	-70.89%
2019	+32.44%	-1.81%
2018	-9.09%	-26.72%
2017	+8.26%	+0.67%
2016	+13.40%	+19.78%
2015	+2.09%	-30.70%
2014	+6.14%	-2.18%
2013	+0.98%	+26.84%
2012	+20.64%	-0.99%
2011	+7.44%	+8.51%
2010	+15.42%	+29.88%
2009	+52.40%	+94.53%
2008	-44.69%	-45.23%
2007	-25.00%	+2.46%
2006	+0.20%	+34.43%
2005	N/A	+5.74%
2004	N/A	+13.96%

BTZ vs TYG Drawdown Comparison

The maximum drawdown for BTZ was -74.54%, occurring on Mar 9, 2009. Recovery took 1449 trading sessions.

The maximum drawdown for TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current BTZ drawdown is -2.92%. The current TYG drawdown is -32.61%.

Rank	BTZ	TYG
#1	-74.54% Dec 26, 2006 - Sep 26, 2012	-95.33% Jun 26, 2014 - Mar 18, 2020
#2	-35.34% Feb 7, 2020 - Aug 3, 2020	-75.57% Jul 12, 2007 - Aug 5, 2010
#3	-34.63% Jul 13, 2021 - Jul 31, 2025	-21.58% Mar 21, 2011 - Dec 1, 2011
#4	-13.35% Apr 30, 2013 - Mar 3, 2014	-17.61% Jul 29, 2005 - Aug 25, 2006
#5	-12.13% Oct 2, 2017 - Mar 25, 2019	-16.59% Dec 2, 2013 - May 16, 2014
#6	-9.74% Aug 31, 2016 - Feb 28, 2017	-15.42% Mar 1, 2004 - Sep 15, 2004
#7	-9.71% Apr 28, 2015 - Apr 13, 2016	-15.05% Mar 27, 2013 - Nov 21, 2013
#8	-9.29% Oct 31, 2025 - Mar 27, 2026	-11.59% Apr 25, 2012 - Oct 26, 2012
#9	-6.02% Feb 11, 2021 - May 6, 2021	-11.57% Jan 5, 2012 - Apr 24, 2012
#10	-4.56% Nov 2, 2012 - Jan 10, 2013	-9.90% Nov 5, 2012 - Jan 17, 2013
#11	-3.99% Aug 7, 2020 - Nov 11, 2020	-8.53% Feb 16, 2005 - Jun 15, 2005
#12	-3.92% Feb 28, 2017 - Apr 3, 2017	-7.79% Dec 1, 2006 - Feb 12, 2007
#13	-3.53% Oct 23, 2014 - Jan 16, 2015	-7.33% Sep 24, 2004 - Nov 11, 2004
#14	-3.35% Jul 14, 2014 - Oct 23, 2014	-6.84% Aug 6, 2010 - Sep 13, 2010
#15	-2.45% Jan 18, 2013 - Apr 5, 2013	-5.81% Nov 11, 2010 - Dec 13, 2010

Correlation

Correlation between BTZ and TYG is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.23

-101

Dividend Comparison (2004 - 2026)

BTZ vs TYG dividend yield comparison.

Year	BTZ	TYG
2026	3.25%	4.10%
2025	9.30%	11.25%
2024	9.63%	7.96%
2023	9.76%	9.87%
2022	9.14%	8.94%
2021	6.69%	5.27%
2020	6.84%	10.85%
2019	6.23%	14.61%
2018	7.19%	13.17%
2017	6.25%	9.01%
2016	6.90%	8.54%
2015	7.83%	13.95%
2014	7.48%	5.44%
2013	7.27%	4.79%
2012	7.13%	5.92%
2011	7.09%	5.50%
2010	8.36%	5.65%
2009	11.60%	6.96%
2008	19.94%	13.16%
2007	10.95%	7.26%
2006	0.00%	6.64%
2005	0.00%	6.62%
2004	0.00%	3.53%