BlackRock Enhanced Equity Dividend Fund (BDJ) Alternatives
BlackRock Enhanced Equity Dividend Fund (BDJ) belongs to the Derivative Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BDJ. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BDJ
BDJ charges 0.86% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among BDJ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | BDJ vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | BDJ vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | BDJ vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | BDJ vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | BDJ vs ENHNX |
Best Risk-Adjusted Alternatives to BDJ
Among mutual funds in the Derivative Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 89 | Apr 27, 2004 | BDJ vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | BDJ vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | BDJ vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | BDJ vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | BDJ vs NIE |
Top Performing BDJ Alternatives (YTD)
BDJ alternatives from the Derivative Income category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 6.85% | Nov 2, 2021 | BDJ vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | BDJ vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | BDJ vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | BDJ vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | BDJ vs TCBIX |
Lowest Volatility Alternatives to BDJ
BDJ alternatives from the Derivative Income category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| The Covered Bridge Fund | 13.05% | Sep 30, 2013 | BDJ vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | BDJ vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | BDJ vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | BDJ vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | BDJ vs KNGLX |
Lowest Drawdown Alternatives to BDJ
BDJ alternatives from the Derivative Income category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | BDJ vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | BDJ vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | BDJ vs GIDHX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | BDJ vs JEPAX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | BDJ vs EQTIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | BDJ vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -11.11% | Feb 4, 2004 | BDJ vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | BDJ vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | BDJ vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | BDJ vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | BDJ vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | BDJ vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | BDJ vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | BDJ vs ASFYX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | BDJ vs BDMIX |
Often Compared With BDJ
What investors most often compare with BDJ, based on PortfoliosLab usage data.
Compare BDJ with Any Fund or Stock
Compare BDJ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.