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EEMS vs BKT

Comparison between ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF (EEMS, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformanceEEMS has outperformed BKT, delivering a return of +7.0% compared to -3.0%

EEMS vs BKT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EEMS
$349M
BKT
$349M
Expense Ratio
EEMS
0.72%
BKT
N/A
Max Drawdown
Winner
EEMS
51.68%
BKT
58.84%
Sharpe Ratio
Winner
EEMS
0.69
BKT
-0.68
5Y Beta
EEMS
0.76
Winner
BKT
0.14
5Y Dividends CAGR
Winner
EEMS
11.12%
BKT
-1.40%

EEMS vs BKT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EEMS
+5.22%
BKT
+2.73%
3M
EEMS
-2.44%
Winner
BKT
+1.86%
6M
Winner
EEMS
-0.39%
BKT
-1.87%
1Y
Winner
EEMS
+15.96%
BKT
-2.12%
5Y(CAGR)
Winner
EEMS
+7.00%
BKT
-3.03%
10Y(CAGR)
Winner
EEMS
+8.27%
BKT
+1.14%
Max(CAGR)
Winner
EEMS
+5.58%
BKT
+4.91%

EEMS vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEEMSBKT
2026+9.89%+0.34%
2025+19.96%+5.44%
2024+4.27%+3.16%
2023+22.86%+6.18%
2022-19.61%-21.38%
2021+16.24%-0.61%
2020+17.75%+7.53%
2019+10.83%+14.49%
2018-19.80%-2.90%
2017+34.00%+3.55%
2016+3.48%+4.44%
2015-6.53%+5.24%
2014-1.18%+4.76%
2013-0.46%-6.90%
2012+19.06%+6.66%
2011-14.98%+13.47%
2010N/A+13.39%
2009N/A+11.73%
2008N/A+9.97%
2007N/A-3.72%
2006N/A+6.92%
2005N/A-9.55%
2004N/A+4.53%
2003N/A+2.71%
2002N/A+21.54%
2001N/A+19.11%
2000N/A+19.25%
1999N/A-5.16%

EEMS vs BKT Drawdown Comparison

The maximum drawdown for EEMS was -48.90%, occurring on Mar 23, 2020. Recovery took 737 trading sessions.

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current EEMS drawdown is -5.40%. The current BKT drawdown is -17.35%.

RankEEMSBKT
#1-48.90%
Jan 26, 2018 - Dec 30, 2020
-35.71%
Sep 15, 2021 - Oct 26, 2023
#2-28.66%
May 20, 2015 - Aug 31, 2017
-19.22%
May 25, 2005 - May 12, 2008
#3-27.04%
Nov 12, 2021 - Mar 7, 2024
-19.03%
Mar 17, 2004 - Sep 20, 2004
#4-21.19%
Aug 31, 2011 - Dec 31, 2012
-17.21%
May 12, 2008 - Jan 5, 2009
#5-19.70%
Sep 27, 2024 - Jun 9, 2025
-17.19%
Jun 12, 2003 - Feb 13, 2004
#6-16.48%
May 9, 2013 - Jun 6, 2014
-13.39%
Oct 12, 2012 - Oct 6, 2015
#7-14.93%
Sep 5, 2014 - Apr 28, 2015
-10.90%
Nov 5, 1999 - Jun 30, 2000
#8-13.32%
May 8, 2026 - Jul 29, 2026
-10.45%
Feb 24, 2020 - May 12, 2020
#9-10.87%
Feb 25, 2026 - Apr 17, 2026
-7.48%
Sep 13, 2017 - Feb 6, 2019
#10-9.33%
Jul 12, 2024 - Sep 24, 2024
-6.96%
Nov 23, 2004 - Jan 27, 2005
#11-6.70%
Jul 15, 2021 - Nov 12, 2021
-6.87%
Oct 14, 2002 - Dec 26, 2002
#12-6.39%
Jan 18, 2013 - May 8, 2013
-6.72%
Feb 2, 2009 - May 18, 2009
#13-4.98%
Jan 21, 2021 - Feb 5, 2021
-6.70%
Aug 23, 2001 - Oct 1, 2001
#14-4.94%
Feb 19, 2021 - Apr 8, 2021
-6.41%
Oct 8, 2001 - Jan 15, 2002
#15-4.79%
Apr 28, 2021 - May 26, 2021
-6.03%
Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between EEMS and BKT is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57
-101

Dividend Comparison (2000 - 2026)

EEMS vs BKT dividend yield comparison.

YearEEMSBKT
20260.64%6.80%
20253.09%9.53%
20242.60%9.19%
20232.69%8.69%
20220.89%8.35%
20213.56%7.31%
20202.14%6.80%
20192.64%6.82%
20183.06%6.48%
20172.47%5.16%
20162.51%5.10%
20152.33%5.90%
20142.67%6.60%
20132.15%7.12%
20124.77%6.61%
20111.10%5.54%
20100.00%4.28%
20090.00%4.53%
20080.00%4.90%
20070.00%6.49%
20060.00%6.80%
20050.00%8.47%
20040.00%8.51%
20030.00%8.17%
20020.00%12.51%
20010.00%7.64%
20000.00%4.29%

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