ECAT vs AAT

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and American Assets Trust Inc (AAT, Company).

ECAT is from the Financial Services sector, while AAT is from the Real Estate sector.

5-Year PerformanceECAT has outperformed AAT, delivering a return of +9.0% compared to -3.7%

ECAT vs AAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	AAT(COMPANY)
Market Cap	$1.51B	$1.50B
Max Drawdown	36.48%	66.34%
Sharpe Ratio	1.02	1.00
5Y Beta	0.69	0.69
Industry	Asset Management	Reit - Diversified
P/E Ratio	7.20	-34.05
Forward P/E	N/A	60.61
PEG Ratio	N/A	9.34
Dividend Yield	21.50%	5.56%
5Y Dividends CAGR	N/A	11.65%
Debt to Equity	0.02%	0.00%
Free Cash Flow Yield	22.88%	11.23%
P/S Ratio	6.97	4.37
P/B Ratio	0.94	1.32

Market Cap

Winner

ECAT

$1.51B

AAT

$1.50B

Max Drawdown

Winner

ECAT

36.48%

AAT

66.34%

Sharpe Ratio

Winner

ECAT

1.02

AAT

1.00

5Y Beta

ECAT

0.69

Winner

AAT

0.69

Industry

ECAT

Asset Management

AAT

Reit - Diversified

P/E Ratio

ECAT

7.20

Winner

AAT

-34.05

Forward P/E

ECAT

N/A

AAT

60.61

PEG Ratio

ECAT

N/A

AAT

9.34

Dividend Yield

Winner

ECAT

21.50%

AAT

5.56%

5Y Dividends CAGR

ECAT

N/A

AAT

11.65%

Debt to Equity

ECAT

0.02%

Winner

AAT

0.00%

Free Cash Flow Yield

Winner

ECAT

22.88%

AAT

11.23%

P/S Ratio

ECAT

6.97

Winner

AAT

4.37

P/B Ratio

Winner

ECAT

0.94

AAT

1.32

ECAT vs AAT - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	AAT
1 month	+2.74%	+17.25%
3 months	+13.06%	+31.23%
6 months	+10.12%	+31.48%
1 year	+18.41%	+27.23%
5 years(CAGR)	+9.03%	-3.69%
10 years(CAGR)	N/A	-1.08%
Max(CAGR)	+9.03%	+4.76%

ECAT

+2.74%

Winner

AAT

+17.25%

ECAT

+13.06%

Winner

AAT

+31.23%

ECAT

+10.12%

Winner

AAT

+31.48%

ECAT

+18.41%

Winner

AAT

+27.23%

5Y(CAGR)

Winner

ECAT

+9.03%

AAT

-3.69%

10Y(CAGR)

ECAT

N/A

AAT

-1.08%

Max(CAGR)

Winner

ECAT

+9.03%

AAT

+4.76%

ECAT vs AAT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	ECAT	AAT
2026	+9.30%	+34.15%
2025	+16.70%	-22.31%
2024	+20.06%	+21.08%
2023	+31.13%	-9.67%
2022	-23.06%	-26.61%
2021	-6.24%	+41.32%
2020	N/A	-33.63%
2019	N/A	+19.71%
2018	N/A	+8.38%
2017	N/A	-8.82%
2016	N/A	+17.47%
2015	N/A	-2.69%
2014	N/A	+30.62%
2013	N/A	+13.20%
2012	N/A	+38.13%
2011	N/A	+0.41%

ECAT vs AAT Drawdown Comparison

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

The maximum drawdown for AAT was -61.78%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current ECAT drawdown is -1.77%. The current AAT drawdown is -30.71%.

Rank	ECAT	AAT
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-61.78% Oct 31, 2019 - Mar 23, 2023
#2	-15.78% Feb 13, 2025 - May 13, 2025	-28.27% Aug 10, 2016 - Feb 4, 2019
#3	-11.72% Oct 28, 2025 - May 4, 2026	-25.47% Jul 8, 2011 - Feb 1, 2012
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-21.30% Jan 29, 2015 - Jul 11, 2016
#5	-6.87% Apr 1, 2024 - May 20, 2024	-18.00% May 8, 2013 - May 2, 2014
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-8.38% Oct 18, 2012 - Jan 2, 2013
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-8.01% May 2, 2012 - Jun 29, 2012
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-8.01% Feb 3, 2012 - Mar 23, 2012
#9	-4.24% Jun 2, 2026 - Jun 10, 2026	-7.24% Jul 28, 2014 - Oct 20, 2014
#10	-3.48% Mar 1, 2024 - Mar 27, 2024	-6.59% Apr 5, 2019 - Jun 14, 2019
#11	-2.92% May 13, 2025 - Jun 2, 2025	-5.78% Apr 2, 2012 - Apr 27, 2012
#12	-2.72% Aug 13, 2025 - Sep 11, 2025	-5.47% Jul 10, 2019 - Oct 30, 2019
#13	-2.57% Nov 11, 2024 - Dec 2, 2024	-4.89% Jun 20, 2019 - Jul 10, 2019
#14	-2.50% Jan 29, 2024 - Feb 8, 2024	-4.57% Sep 17, 2012 - Oct 16, 2012
#15	-2.29% Feb 12, 2024 - Feb 22, 2024	-4.49% Jul 30, 2012 - Aug 20, 2012

Correlation

Correlation between ECAT and AAT is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.19

-101

Dividend Comparison (2011 - 2026)

ECAT vs AAT dividend yield comparison.

Year	ECAT	AAT
2026	8.87%	2.79%
2025	23.00%	7.18%
2024	17.44%	5.10%
2023	9.14%	5.86%
2022	8.94%	4.83%
2021	0.54%	3.09%
2020	0.00%	3.46%
2019	0.00%	2.48%
2018	0.00%	2.71%
2017	0.00%	2.75%
2016	0.00%	2.34%
2015	0.00%	2.47%
2014	0.00%	2.24%
2013	0.00%	2.70%
2012	0.00%	3.01%
2011	0.00%	3.90%