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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) vs BlackRock Credit Allocation Income (BTZ)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has outperformed BlackRock Credit Allocation Income (BTZ) over the past year, gaining 6.7% versus a loss of 15.4%. Over five years, AIO leads with a -6.6% price change compared with -37.9% for BTZ. On valuation, Virtus Artificial Intelligence & Technology Opportunities Fund trades at a lower trailing P/E (5.9x vs 15.1x for BlackRock Credit Allocation Income).

BlackRock Credit Allocation Income pays a dividend yielding 10.75%, while Virtus Artificial Intelligence & Technology Opportunities Fund does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

AIO+6.74%BTZ-15.37%
+21%+1%-18%
Oct 7, 20251 yearOct 7, 2026
AIO-5.24%BTZ-38.50%
+8%-19%-46%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

AIO versus BTZ key metrics
MetricAIOBTZ
Share price$25.30$9.37
Market cap$871.31M—
1-day change-0.78%+0.11%
YTD return+17.24%-13.57%
1-year return+6.74%-15.37%
5-year return-6.56%-37.89%
P/E ratio (TTM)5.8615.11
EPS (TTM)$4.32$0.62
Dividend yield9.88%10.75%
Annual dividend$0.00$1.01
52-week high$28.60$11.18
52-week low$20.91$9.25
Distance from 52-week high-11.54%-16.19%
Average volume70.30K360.03K
Shares outstanding34.44M—
SectorFinanceFinance
IndustryFinance/Investors ServicesFinance/Investors Services

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • AIO has outperformed BTZ by 22.1 percentage points over the past year.
  • BlackRock Credit Allocation Income trades at a higher earnings multiple (15.1x vs 5.9x trailing P/E).

About Virtus Artificial Intelligence & Technology Opportunities Fund

AIO stock →

Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology.

Finance · Finance/Investors Services

About BlackRock Credit Allocation Income

BTZ stock →

BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited.

Finance · Finance/Investors Services

AIO vs BTZ FAQ

Which stock has performed better over the past year, AIO or BTZ?

AIO returned +6.74% over the past 12 months, compared with -15.37% for BTZ (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, AIO or BTZ?

AIO has the lower trailing P/E at 5.9, versus 15.1 for BTZ. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Virtus Artificial Intelligence & Technology Opportunities Fund or BlackRock Credit Allocation Income?

BlackRock Credit Allocation Income has the higher yield at 10.75%, compared with 9.88% for Virtus Artificial Intelligence & Technology Opportunities Fund.

Are Virtus Artificial Intelligence & Technology Opportunities Fund and BlackRock Credit Allocation Income in the same industry?

Yes. Both are classified in the Finance/Investors Services industry within the Finance sector.

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