ECAT vs BMEZ

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and BlackRock Health Sciences Term Trust (BMEZ, Company).

Both ECAT and BMEZ are from the Financial Services sector.

5-Year PerformanceECAT has outperformed BMEZ, delivering a return of +8.9% compared to -2.0%

ECAT vs BMEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	BMEZ(COMPANY)
Market Cap	$1.53B	$1.53B
Max Drawdown	36.48%	57.56%
Sharpe Ratio	0.85	0.99
5Y Beta	0.70	0.59
Industry	Asset Management	Asset Management
P/E Ratio	7.33	5.72
Dividend Yield	21.50%	N/A
5Y Dividends CAGR	N/A	2.28%
Debt to Equity	0.02%	N/A
Free Cash Flow Yield	22.50%	N/A
P/S Ratio	7.13	23.44
P/B Ratio	0.96	0.98

Market Cap

Winner

ECAT

$1.53B

BMEZ

$1.53B

Max Drawdown

Winner

ECAT

36.48%

BMEZ

57.56%

Sharpe Ratio

ECAT

0.85

Winner

BMEZ

0.99

5Y Beta

ECAT

0.70

Winner

BMEZ

0.59

Industry

ECAT

Asset Management

BMEZ

Asset Management

P/E Ratio

ECAT

7.33

Winner

BMEZ

5.72

Dividend Yield

ECAT

21.50%

BMEZ

N/A

5Y Dividends CAGR

ECAT

N/A

BMEZ

2.28%

Debt to Equity

ECAT

0.02%

BMEZ

N/A

Free Cash Flow Yield

ECAT

22.50%

BMEZ

N/A

P/S Ratio

Winner

ECAT

7.13

BMEZ

23.44

P/B Ratio

Winner

ECAT

0.96

BMEZ

0.98

ECAT vs BMEZ - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	BMEZ
1 month	-0.40%	+4.26%
3 months	+8.35%	+11.29%
6 months	+8.40%	+3.22%
1 year	+14.80%	+20.40%
5 years(CAGR)	+8.91%	-2.02%
Max(CAGR)	+8.91%	+5.11%

ECAT

-0.40%

Winner

BMEZ

+4.26%

ECAT

+8.35%

Winner

BMEZ

+11.29%

Winner

ECAT

+8.40%

BMEZ

+3.22%

ECAT

+14.80%

Winner

BMEZ

+20.40%

5Y(CAGR)

Winner

ECAT

+8.91%

BMEZ

-2.02%

Max(CAGR)

Winner

ECAT

+8.91%

BMEZ

+5.11%

ECAT vs BMEZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	ECAT	BMEZ
2026	+9.80%	+7.49%
2025	+16.70%	+18.07%
2024	+20.06%	+9.18%
2023	+31.13%	+3.31%
2022	-23.06%	-33.22%
2021	-6.24%	-7.99%
2020	N/A	+48.75%

ECAT vs BMEZ Drawdown Comparison

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

The maximum drawdown for BMEZ was -46.18%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current ECAT drawdown is -3.71%. The current BMEZ drawdown is -13.83%.

Rank	ECAT	BMEZ
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-46.18% Feb 12, 2021 - May 11, 2022
#2	-15.78% Feb 13, 2025 - May 13, 2025	-39.45% Feb 11, 2020 - Jul 6, 2020
#3	-11.72% Oct 28, 2025 - May 4, 2026	-9.99% Sep 1, 2020 - Oct 5, 2020
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-8.45% Oct 13, 2020 - Nov 5, 2020
#5	-6.87% Apr 1, 2024 - May 20, 2024	-8.29% Jan 20, 2021 - Feb 12, 2021
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-5.64% Dec 23, 2020 - Jan 14, 2021
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-4.23% Aug 7, 2020 - Aug 31, 2020
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-3.53% Nov 17, 2020 - Nov 25, 2020
#9	-4.24% Jun 2, 2026 - Jun 29, 2026	-2.49% Dec 2, 2020 - Dec 9, 2020
#10	-3.71% Jul 15, 2026 - Jul 24, 2026	-2.23% Jul 17, 2020 - Jul 28, 2020
#11	-3.48% Mar 1, 2024 - Mar 27, 2024	-2.04% Jul 29, 2020 - Aug 5, 2020
#12	-2.92% May 13, 2025 - Jun 2, 2025	-1.88% Jan 14, 2021 - Jan 20, 2021
#13	-2.72% Aug 13, 2025 - Sep 11, 2025	-1.82% Oct 7, 2020 - Oct 13, 2020
#14	-2.57% Nov 11, 2024 - Dec 2, 2024	-1.55% Dec 15, 2020 - Dec 22, 2020
#15	-2.50% Jan 29, 2024 - Feb 8, 2024	-1.36% Nov 6, 2020 - Nov 11, 2020