ECAT vs IDT

Comparison between BlackRock ESG Capital Allocation Term Trust (ECAT, Company) and IDT Corp - Class B (IDT, Company).

ECAT is from the Financial Services sector, while IDT is from the Communication Services sector.

5-Year PerformanceECAT has outperformed IDT, delivering a return of +9.6% compared to +5.2%

ECAT vs IDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ECAT(COMPANY)	IDT(COMPANY)
Market Cap	$1.56B	$1.56B
Max Drawdown	36.48%	99.08%
Sharpe Ratio	0.95	0.44
5Y Beta	0.70	0.62
Industry	Asset Management	Telecom Services
P/E Ratio	7.45	18.15
Forward P/E	N/A	12.05
PEG Ratio	N/A	0.35
Dividend Yield	21.50%	0.40%
Debt to Equity	0.02%	0.00%
Free Cash Flow Yield	22.12%	3.54%
P/S Ratio	7.31	1.22
P/B Ratio	0.98	4.27

Market Cap

ECAT

$1.56B

Winner

IDT

$1.56B

Max Drawdown

Winner

ECAT

36.48%

IDT

99.08%

Sharpe Ratio

Winner

ECAT

0.95

IDT

0.44

5Y Beta

ECAT

0.70

Winner

IDT

0.62

Industry

ECAT

Asset Management

IDT

Telecom Services

P/E Ratio

Winner

ECAT

7.45

IDT

18.15

Forward P/E

ECAT

N/A

IDT

12.05

PEG Ratio

ECAT

N/A

IDT

0.35

Dividend Yield

Winner

ECAT

21.50%

IDT

0.40%

Debt to Equity

ECAT

0.02%

Winner

IDT

0.00%

Free Cash Flow Yield

Winner

ECAT

22.12%

IDT

3.54%

P/S Ratio

ECAT

7.31

Winner

IDT

1.22

P/B Ratio

Winner

ECAT

0.98

IDT

4.27

ECAT vs IDT - Historical Returns

Returns include dividend reinvestment.

Period	ECAT	IDT
1 month	+1.98%	+21.17%
3 months	+12.59%	+21.84%
6 months	+12.15%	+28.12%
1 year	+18.08%	+10.71%
5 years(CAGR)	+9.56%	+5.22%
10 years(CAGR)	N/A	+18.53%
Max(CAGR)	+9.56%	+8.73%

ECAT

+1.98%

Winner

IDT

+21.17%

ECAT

+12.59%

Winner

IDT

+21.84%

ECAT

+12.15%

Winner

IDT

+28.12%

Winner

ECAT

+18.08%

IDT

+10.71%

5Y(CAGR)

Winner

ECAT

+9.56%

IDT

+5.22%

10Y(CAGR)

ECAT

N/A

IDT

+18.53%

Max(CAGR)

Winner

ECAT

+9.56%

IDT

+8.73%

ECAT vs IDT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	ECAT	IDT
2026	+12.93%	+25.61%
2025	+16.70%	+9.28%
2024	+20.06%	+41.68%
2023	+31.13%	+20.97%
2022	-23.06%	-36.54%
2021	-6.24%	+249.64%
2020	N/A	+71.91%
2019	N/A	+13.90%
2018	N/A	-32.76%
2017	N/A	-40.90%
2016	N/A	+102.23%
2015	N/A	-36.15%
2014	N/A	+24.10%
2013	N/A	+122.05%
2012	N/A	+10.79%
2011	N/A	-34.63%
2010	N/A	+462.80%
2009	N/A	+341.85%
2008	N/A	-94.88%
2007	N/A	-34.83%
2006	N/A	+14.14%
2005	N/A	-23.33%
2004	N/A	-30.89%
2003	N/A	+54.72%
2002	N/A	+2.04%
2001	N/A	+25.36%

ECAT vs IDT Drawdown Comparison

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

The maximum drawdown for IDT was -99.05%, occurring on Dec 19, 2008. Recovery took 3889 trading sessions.

The current ECAT drawdown is -0.96%. The current IDT drawdown is -8.89%.

Rank	ECAT	IDT
#1	-32.23% Oct 1, 2021 - Jan 26, 2024	-99.05% May 31, 2001 - Nov 14, 2016
#2	-15.78% Feb 13, 2025 - May 13, 2025	-72.54% Nov 23, 2016 - Feb 5, 2021
#3	-11.72% Oct 28, 2025 - May 4, 2026	-66.93% Nov 12, 2021 - Jun 6, 2025
#4	-9.07% Jul 15, 2024 - Aug 23, 2024	-33.18% Jul 2, 2025 - Oct 10, 2025
#5	-6.87% Apr 1, 2024 - May 20, 2024	-27.72% Aug 13, 2021 - Nov 5, 2021
#6	-5.59% Dec 11, 2024 - Feb 13, 2025	-22.15% Feb 10, 2021 - Mar 9, 2021
#7	-4.57% Oct 14, 2024 - Nov 11, 2024	-15.80% Jun 9, 2021 - Jul 2, 2021
#8	-4.53% Aug 23, 2024 - Sep 27, 2024	-12.37% Jul 12, 2021 - Jul 21, 2021
#9	-4.24% Jun 2, 2026 - Jun 29, 2026	-7.82% Apr 19, 2021 - Apr 26, 2021
#10	-3.48% Mar 1, 2024 - Mar 27, 2024	-7.19% Nov 14, 2016 - Nov 21, 2016
#11	-2.92% May 13, 2025 - Jun 2, 2025	-6.82% Jul 26, 2021 - Jul 29, 2021
#12	-2.72% Aug 13, 2025 - Sep 11, 2025	-6.46% Jul 29, 2021 - Aug 10, 2021
#13	-2.57% Nov 11, 2024 - Dec 2, 2024	-5.99% Jun 6, 2025 - Jul 1, 2025
#14	-2.50% Jan 29, 2024 - Feb 8, 2024	-5.11% May 3, 2021 - May 10, 2021
#15	-2.29% Feb 12, 2024 - Feb 22, 2024	-4.97% Mar 16, 2021 - Mar 26, 2021

Correlation

Correlation between ECAT and IDT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2007 - 2026)

ECAT vs IDT dividend yield comparison.

Year	ECAT	IDT
2026	12.39%	0.22%
2025	23.00%	0.47%
2024	17.44%	0.42%
2023	9.14%	0.00%
2022	8.94%	0.00%
2021	0.54%	0.00%
2018	0.00%	2.68%
2017	0.00%	8.96%
2016	0.00%	3.93%
2015	0.00%	11.75%
2014	0.00%	6.75%
2013	0.00%	19.31%
2012	0.00%	11.00%
2011	0.00%	103.73%
2010	0.00%	1.72%
2009	0.00%	2.06%
2007	0.00%	4.44%