Compare · AIO vs BCAT
AIO vs BCAT
Side-by-side comparison of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) and BlackRock Capital Allocation Term Trust (BCAT): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AIO and BCAT operate in Finance/Investors Services (Finance), so they compete in similar markets.
- BCAT is the larger of the two at $1.42B, about 1.7x AIO ($815.9M).
- Over the past year, AIO is down 2.4% and BCAT is down 9.8% - AIO leads by 7.4 points.
- BCAT has been more active in the news (3 items in the past 4 weeks vs 2 for AIO).
PerformanceAIO-2.45%BCAT-9.83%
2025-10-17+0.00%2026-10-16
- Company
- Virtus Artificial Intelligence & Technology Opportunities Fund
- BlackRock Capital Allocation Term Trust
- Price
- $23.10-2.30%
- $13.02-0.88%
- Market cap
- $815.9M
- $1.42B
- 1M return
- -5.91%
- -9.21%
- 1Y return
- -2.45%
- -9.83%
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- NYSE
- NYSE
- IPO
- 2019
- 2020
- News (4w)
- 2
- 3
- Recent ratings
- 0
- 0
Latest AIO
- SEC Form N-CSRS filed by Virtus Artificial Intelligence & Technology Opportunities Fund
- Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution – Section 19(a) Notice
- Virtus Artificial Intelligence & Technology Opportunities Fund Announces Distribution
- SEC Form N-PX filed by Virtus Artificial Intelligence & Technology Opportunities Fund
- Virtus Artificial Intelligence & Technology Opportunities Fund Discloses Sources of Distribution – Section 19(a) Notice
- Amendment: PM Jue Stephen B sold $263,091 worth of Virtus Artificial Intelligence Opportunities Fund (10,000 units at $26.31), closing all direct ownership in the company (SEC Form 4)
- Amendment: PM Chen James C. K. sold $300,280 worth of Virtus Artificial Intelligence Opportunities Fund (11,485 units at $26.14), closing all direct ownership in the company (SEC Form 4)
- Amendment: PM Kass Justin sold $774,416 worth of Virtus Artificial Intelligence Opportunities Fund (29,482 units at $26.27), closing all direct ownership in the company (SEC Form 4)
- PM Kass Justin returned $774,416 worth of Virtus Artificial Intelligence Opportunities Fund to the company (29,482 units at $26.27), closing all direct ownership in the company (SEC Form 4)
- PM Chen James C. K. returned $300,280 worth of Virtus Artificial Intelligence Opportunities Fund to the company (11,485 units at $26.14), closing all direct ownership in the company (SEC Form 4)
Latest BCAT
- Certain BlackRock Closed-End Funds Provide Updates on their Discount Management Programs
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- SEC Form POS EX filed by BlackRock Capital Allocation Term Trust
- SEC Form 3 filed by new insider Mahoney Francis C.
- BlackRock Capital Allocation Term Trust (BCAT) Announces Terms of Rights Offering to Pursue Compelling Real Yields and Secular Growth Themes at an Attractive Entry Point
- SEC Form 497AD filed by BlackRock Capital Allocation Term Trust
- Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
- SEC Form N-CSRS filed by BlackRock Capital Allocation Term Trust
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- SEC Form N-PX filed by BlackRock Capital Allocation Term Trust