LONZ vs BME
Comparison between PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF) and BlackRock Health Sciences Trust (BME, ETF).
LONZ vs BME - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LONZ
$574M
BME
$572M
Expense Ratio
LONZ
0.63%
BME
N/A
Max Drawdown
Winner
LONZ
6.03%
BME
44.61%
Sharpe Ratio
LONZ
0.42
Winner
BME
1.76
5Y Beta
Winner
LONZ
0.10
BME
0.46
5Y Dividends CAGR
LONZ
N/A
BME
7.26%
LONZ vs BME - Historical Returns
Returns include dividend reinvestment.
1M
LONZ
+0.58%
Winner
BME
+7.48%
3M
LONZ
+1.32%
Winner
BME
+10.66%
6M
LONZ
+1.76%
Winner
BME
+5.51%
1Y
LONZ
+4.73%
Winner
BME
+30.00%
5Y(CAGR)
Winner
LONZ
+7.38%
BME
+4.02%
10Y(CAGR)
LONZ
N/A
BME
+8.69%
Max(CAGR)
LONZ
+7.38%
Winner
BME
+11.03%
LONZ vs BME - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | LONZ | BME |
|---|---|---|
| 2026 | +2.37% | +8.19% |
| 2025 | +5.09% | +19.24% |
| 2024 | +9.42% | -0.39% |
| 2023 | +12.26% | -0.72% |
| 2022 | +0.79% | -3.83% |
| 2021 | N/A | +5.43% |
| 2020 | N/A | +17.46% |
| 2019 | N/A | +20.14% |
| 2018 | N/A | +6.52% |
| 2017 | N/A | +20.82% |
| 2016 | N/A | -11.56% |
| 2015 | N/A | +8.97% |
| 2014 | N/A | +35.48% |
| 2013 | N/A | +34.89% |
| 2012 | N/A | +19.82% |
| 2011 | N/A | +3.43% |
| 2010 | N/A | +8.16% |
| 2009 | N/A | +39.01% |
| 2008 | N/A | -19.73% |
| 2007 | N/A | +7.91% |
| 2006 | N/A | +16.02% |
| 2005 | N/A | +6.08% |
LONZ vs BME Drawdown Comparison
The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.
The maximum drawdown for BME was -42.05%, occurring on Nov 20, 2008. Recovery took 480 trading sessions.
The current BME drawdown is -2.49%.
| Rank | LONZ | BME |
|---|---|---|
| #1 | -4.19% Feb 14, 2025 - May 12, 2025 | -42.05% Jan 14, 2008 - Dec 8, 2009 |
| #2 | -4.05% Aug 12, 2022 - Jan 6, 2023 | -36.68% Feb 13, 2020 - Jul 7, 2020 |
| #3 | -3.91% Jun 9, 2022 - Aug 5, 2022 | -25.46% Oct 2, 2018 - Nov 27, 2019 |
| #4 | -2.03% Dec 26, 2025 - Apr 17, 2026 | -23.65% Aug 17, 2015 - Jul 5, 2017 |
| #5 | -2.03% Mar 8, 2023 - Apr 17, 2023 | -21.66% Jun 30, 2011 - Mar 27, 2012 |
| #6 | -1.41% Jul 23, 2024 - Aug 28, 2024 | -18.29% Dec 30, 2021 - Jul 15, 2024 |
| #7 | -0.70% Oct 16, 2023 - Nov 6, 2023 | -14.73% Apr 9, 2010 - Oct 5, 2010 |
| #8 | -0.69% Jan 19, 2024 - Feb 14, 2024 | -14.36% Oct 14, 2024 - Nov 7, 2025 |
| #9 | -0.57% Oct 7, 2025 - Oct 27, 2025 | -13.92% Mar 17, 2006 - Aug 21, 2006 |
| #10 | -0.54% Sep 28, 2023 - Oct 12, 2023 | -12.95% Apr 17, 2007 - Dec 26, 2007 |
| #11 | -0.52% Dec 16, 2024 - Dec 31, 2024 | -11.08% Nov 28, 2014 - Mar 5, 2015 |
| #12 | -0.44% Feb 14, 2023 - Mar 3, 2023 | -11.03% Feb 27, 2026 - Jun 25, 2026 |
| #13 | -0.39% Jun 2, 2026 - Jun 15, 2026 | -10.97% Jan 20, 2021 - Jul 12, 2021 |
| #14 | -0.38% Jan 23, 2025 - Feb 14, 2025 | -10.91% Mar 5, 2014 - Oct 3, 2014 |
| #15 | -0.34% May 14, 2026 - Jun 1, 2026 | -10.23% Jan 26, 2018 - May 24, 2018 |
Correlation
Correlation between LONZ and BME is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2005 - 2026)
LONZ vs BME dividend yield comparison.
| Year | LONZ | BME |
|---|---|---|
| 2026 | 4.51% | 4.31% |
| 2025 | 6.60% | 7.65% |
| 2024 | 8.16% | 6.87% |
| 2023 | 8.29% | 6.32% |
| 2022 | 3.33% | 5.87% |
| 2021 | 0.00% | 5.03% |
| 2020 | 0.00% | 5.04% |
| 2019 | 0.00% | 5.65% |
| 2018 | 0.00% | 6.58% |
| 2017 | 0.00% | 6.58% |
| 2016 | 0.00% | 9.45% |
| 2015 | 0.00% | 17.04% |
| 2014 | 0.00% | 9.83% |
| 2013 | 0.00% | 9.86% |
| 2012 | 0.00% | 8.52% |
| 2011 | 0.00% | 9.95% |
| 2010 | 0.00% | 8.53% |
| 2009 | 0.00% | 5.86% |
| 2008 | 0.00% | 8.59% |
| 2007 | 0.00% | 7.66% |
| 2006 | 0.00% | 9.67% |
| 2005 | 0.00% | 4.55% |
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