BlackRock Enhanced International Dividend Trust (BGY) 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 BGY. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGY
BGY charges 1.19% annually. There are 19 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.44%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | 236.88M | Feb 2016 | BGY vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | BGY vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | — | Aug 2018 | BGY vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | BGY vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | BGY vs ENHNX |
Best Risk-Adjusted Alternatives to BGY
BGY has a PortfoliosLab risk / return rank of 7. There are 22 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 85 | — | Apr 2004 | BGY vs CII | |
| The Covered Bridge Fund | 82 | — | Sep 2013 | BGY vs TCBIX | |
| Invesco Income Advantage U.S. Fund | 71 | — | Mar 2006 | BGY vs SCAUX | |
| Virtus Equity & Convertible Income Fund | 70 | — | Feb 2007 | BGY vs NIE | |
| WisdomTree Equity Premium Income Fund | 55 | 236.88M | Feb 2016 | BGY vs PUTW |
Top Performing BGY Alternatives (YTD)
BGY is at 1.94% YTD. There are 19 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 17.67% | — | Dec 2013 | BGY vs CLPAX | |
| BlackRock Enhanced Large Cap Core Fund | 11.56% | — | Apr 2004 | BGY vs CII | |
| BlackRock ESG Capital Allocation Term Trust | 11.23% | — | Sep 2021 | BGY vs ECAT | |
| The Covered Bridge Fund | 11.04% | — | Sep 2013 | BGY vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 10.90% | — | Feb 2007 | BGY vs NIE |
Lowest Volatility Alternatives to BGY
BGY has 14.56% 1-year volatility. There are 19 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | 8.34% | — | Dec 2017 | BGY vs SCJIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.54% | — | Aug 2018 | BGY vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | BGY vs JEPAX | |
| The Covered Bridge Fund | 8.64% | — | Sep 2013 | BGY vs TCBIX | |
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | BGY vs PUTW |
Lowest Drawdown Alternatives to BGY
BGY has a 1-year max drawdown of -15.47%. There are 20 mutual funds in the Derivative Income category with shallower 1-year drawdowns, going as shallow as -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Madison Covered Call & Equity Income Fund | -4.07% | — | Oct 2009 | BGY vs MENYX | |
| The Covered Bridge Fund | -5.26% | — | Sep 2013 | BGY vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | BGY vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | BGY vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | BGY vs EQTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BGY vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BGY vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BGY vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BGY vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BGY vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BGY vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BGY vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BGY vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BGY vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | BGY vs BDJ |
Often Compared With BGY
Investors most often compare BGY with BOE, SPYI, USHY. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BGY with Any Fund or Stock
Compare BGY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGY with funds that move differently
BlackRock Enhanced International Dividend Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGY.
Explore BGY Diversifiers