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 18 mutual funds in the Derivative Income category with lower expense ratios, going as low as 0.45%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | 8.86M | 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 | |
| JPMorgan Equity Premium Income Fund Class A | 0.85% | — | Aug 2018 | BGY vs JEPAX |
Best Risk-Adjusted Alternatives to BGY
BGY has a PortfoliosLab risk / return rank of 20. There are 19 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 86 | — | Sep 2013 | BGY vs TCBIX | |
| BlackRock High Equity Income Fund | 81 | — | Apr 1998 | BGY vs BMCIX | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | — | Jan 2008 | BGY vs GIDHX | |
| BlackRock High Equity Income Fund Class A | 78 | — | May 1998 | BGY vs BMEAX | |
| Virtus Equity & Convertible Income Fund | 66 | — | Feb 2007 | BGY vs NIE |
Top Performing BGY Alternatives (YTD)
BGY is at 3.82% YTD. There are 17 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock High Equity Income Fund | 13.67% | — | Apr 1998 | BGY vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.83% | — | May 1998 | BGY vs BMEAX | |
| Goldman Sachs International Equity Dividend and Pr... | 12.28% | — | Jan 2008 | BGY vs GIDHX | |
| Cullen Enhanced Equity Income Fund | 11.84% | — | Dec 2015 | BGY vs ENHNX | |
| BlackRock ESG Capital Allocation Term Trust | 11.70% | — | Sep 2021 | BGY vs ECAT |
Lowest Volatility Alternatives to BGY
BGY has 15.02% 1-year volatility. There are 18 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.77% | — | Sep 2013 | BGY vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | BGY vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.90% | — | Aug 2018 | BGY vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.29% | — | 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 59 | 10.11% | — | Jul 1993 | BGY vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 98 | 12.92% | — | Dec 2012 | BGY vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 67 | 11.31% | — | May 2011 | BGY vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 66 | 8.31% | — | Aug 2005 | BGY vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 28 | 23.72% | — | May 2000 | BGY vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 12.73% | — | Dec 2012 | BGY vs BDMAX | |
| BlackRock Equity Dividend Fund Institutional Share... | Large Cap Value Equities | 88 | 16.37% | — | Nov 1988 | BGY vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 52 | 0.93% | — | Feb 2008 | BGY vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 63 | 1.22% | — | Jan 2001 | BGY vs BRHYX | |
| Fidelity Select Financial Services Portfolio | Financials Equities | 14 | 9.94% | — | Dec 1981 | BGY vs FIDSX |
Often Compared With BGY
Investors most often compare BGY with BOE, SPYI, USHY. These 20 comparison targets span 12 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