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 | 0.59% | — | 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 10. There are 21 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 90 | — | Apr 2004 | BGY vs CII | |
| Virtus Equity & Convertible Income Fund | 75 | — | Feb 2007 | BGY vs NIE | |
| BlackRock High Equity Income Fund | 67 | — | Apr 1998 | BGY vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 67 | — | Jan 2007 | BGY vs QQQX | |
| Invesco Income Advantage U.S. Fund | 67 | — | Mar 2006 | BGY vs SCAUX |
Top Performing BGY Alternatives (YTD)
BGY is at 2.52% YTD. There are 21 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 15.17% | — | Sep 2021 | BGY vs ECAT | |
| BlackRock Enhanced Large Cap Core Fund | 14.82% | — | Apr 2004 | BGY vs CII | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 11.69% | — | Jan 2007 | BGY vs QQQX | |
| Virtus Equity & Convertible Income Fund | 11.66% | — | Feb 2007 | BGY vs NIE | |
| BlackRock High Equity Income Fund | 11.56% | — | Apr 1998 | BGY vs BMCIX |
Lowest Volatility Alternatives to BGY
BGY has 14.88% 1-year volatility. There are 17 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | BGY vs JEPIX | |
| The Covered Bridge Fund | 8.73% | — | Sep 2013 | BGY vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.77% | — | Aug 2018 | BGY vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.88% | — | Dec 2017 | BGY vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.51% | — | Oct 2009 | BGY vs MENYX |
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 -5.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| JPMorgan Equity Premium Income Fund Class A | -7.41% | — | Aug 2018 | BGY vs JEPAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include WFSPX, BDMIX, LIVIX and span 8 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | BGY vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | BGY vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | BGY vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | BGY vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | BGY vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | BGY vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | BGY vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | BGY vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | BGY vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 71 | 21.34% | 10.70B | Mar 1999 | BGY vs VTMSX |
Often Compared With BGY
Investors most often compare BGY with BOE, SPYI, USHY. These 17 comparison targets span 9 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