WSR vs BTX

Comparison between Whitestone REIT (WSR, Company) and BlackRock Innovation and Growth Term Trust (BTX, Company).

WSR is from the Real Estate sector, while BTX is from the Financial Services sector.

5-Year PerformanceWSR has outperformed BTX, delivering a return of +23.9% compared to -6.6%

WSR vs BTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSR(COMPANY)	BTX(COMPANY)
Market Cap	$976M	$977M
Max Drawdown	71.61%	76.03%
Sharpe Ratio	1.88	0.98
5Y Beta	0.38	1.26
Industry	Reit - Retail	Asset Management
P/E Ratio	19.26	27.00
Forward P/E	46.30	N/A
PEG Ratio	0.32	N/A
Dividend Yield	2.89%	N/A
5Y Dividends CAGR	5.61%	47.97%
5Y EPS CAGR	48.28%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.25%	-1.78%

Market Cap

WSR

$976M

Winner

BTX

$977M

Max Drawdown

Winner

WSR

71.61%

BTX

76.03%

Sharpe Ratio

Winner

WSR

1.88

BTX

0.98

5Y Beta

Winner

WSR

0.38

BTX

1.26

Industry

WSR

Reit - Retail

BTX

Asset Management

P/E Ratio

Winner

WSR

19.26

BTX

27.00

Forward P/E

WSR

46.30

BTX

N/A

PEG Ratio

WSR

0.32

BTX

N/A

Dividend Yield

WSR

2.89%

BTX

N/A

5Y Dividends CAGR

WSR

5.61%

Winner

BTX

47.97%

5Y EPS CAGR

WSR

48.28%

BTX

N/A

Debt to Equity

WSR

0.00%

BTX

0.00%

Free Cash Flow Yield

Winner

WSR

5.25%

BTX

-1.78%

WSR vs BTX - Historical Returns

Returns include dividend reinvestment.

Period	WSR	BTX
1 month	+0.28%	-10.48%
3 months	+1.13%	+15.22%
6 months	+37.95%	+26.10%
1 year	+53.87%	+29.70%
5 years(CAGR)	+23.94%	-6.62%
10 years(CAGR)	+8.47%	N/A
Max(CAGR)	+10.57%	-6.19%

Winner

WSR

+0.28%

BTX

-10.48%

WSR

+1.13%

Winner

BTX

+15.22%

Winner

WSR

+37.95%

BTX

+26.10%

Winner

WSR

+53.87%

BTX

+29.70%

5Y(CAGR)

Winner

WSR

+23.94%

BTX

-6.62%

10Y(CAGR)

WSR

+8.47%

BTX

N/A

Max(CAGR)

Winner

WSR

+10.57%

BTX

-6.19%

WSR vs BTX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	WSR	BTX
2026	+39.74%	+30.62%
2025	+2.89%	+0.51%
2024	+20.84%	+15.41%
2023	+33.15%	+18.15%
2022	-1.11%	-49.26%
2021	+39.15%	-24.44%
2020	-35.78%	N/A
2019	+22.53%	N/A
2018	-6.58%	N/A
2017	+9.55%	N/A
2016	+33.37%	N/A
2015	-14.66%	N/A
2014	+21.45%	N/A
2013	+0.11%	N/A
2012	+23.40%	N/A
2011	-11.44%	N/A
2010	+33.47%	N/A

WSR vs BTX Drawdown Comparison

The maximum drawdown for WSR was -63.61%, occurring on Apr 6, 2020. Recovery took 589 trading sessions.

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current WSR drawdown is -0.05%. The current BTX drawdown is -37.89%.

Rank	WSR	BTX
#1	-63.61% Oct 30, 2019 - Mar 3, 2022	-67.27% Apr 16, 2021 - Dec 28, 2022
#2	-37.73% Apr 20, 2022 - Dec 28, 2023	-0.27% Apr 9, 2021 - Apr 13, 2021
#3	-34.70% Mar 20, 2015 - Jun 10, 2016	N/A
#4	-30.40% Dec 18, 2017 - Sep 28, 2018	N/A
#5	-26.55% Jul 29, 2016 - Nov 14, 2017	N/A
#6	-24.86% Mar 3, 2011 - Mar 28, 2012	N/A
#7	-24.22% May 20, 2013 - Jan 16, 2015	N/A
#8	-22.04% Dec 17, 2024 - Feb 4, 2026	N/A
#9	-19.60% Feb 19, 2019 - Sep 12, 2019	N/A
#10	-17.18% Dec 6, 2018 - Feb 11, 2019	N/A
#11	-16.80% Feb 1, 2024 - May 28, 2024	N/A
#12	-11.63% Jul 27, 2012 - Nov 23, 2012	N/A
#13	-10.00% Jul 23, 2024 - Oct 9, 2024	N/A
#14	-9.17% Apr 27, 2012 - Jun 29, 2012	N/A
#15	-7.43% Sep 28, 2018 - Oct 30, 2018	N/A

Correlation

Correlation between WSR and BTX is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13

-101

Dividend Comparison (2010 - 2026)

WSR vs BTX dividend yield comparison.

Year	WSR	BTX
2026	1.50%	3.76%
2025	3.89%	13.68%
2024	3.47%	11.21%
2023	3.91%	10.45%
2022	4.85%	14.54%
2021	4.22%	4.81%
2020	7.53%	0.00%
2019	7.67%	0.00%
2018	9.30%	0.00%
2017	7.91%	0.00%
2016	8.59%	0.00%
2015	9.49%	0.00%
2014	7.54%	0.00%
2013	7.82%	0.00%
2012	7.44%	0.00%
2011	9.58%	0.00%
2010	3.22%	0.00%