BlackRock Enhanced International Dividend Trust (BGY) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BGY
BGY charges 1.19% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among BGY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | BGY vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | BGY vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | BGY vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | BGY vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | BGY vs ENHNX |
Best Risk-Adjusted Alternatives to BGY
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 | BGY vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | BGY vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | BGY vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | BGY vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | BGY vs NIE |
Top Performing BGY Alternatives (YTD)
BGY 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 | BGY vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | BGY vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | BGY vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | BGY vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | BGY vs TCBIX |
Lowest Volatility Alternatives to BGY
BGY 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 | BGY vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | BGY vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | BGY vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | BGY vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | BGY vs KNGLX |
Lowest Drawdown Alternatives to BGY
BGY 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 | BGY vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | BGY vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | BGY vs GIDHX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | BGY vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | BGY vs JEPAX |
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 | BGY vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -11.11% | Feb 4, 2004 | BGY vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | BGY vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | BGY vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | BGY vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | BGY vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | BGY vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | BGY vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | BGY vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | BGY vs BDJ |
Often Compared With BGY
What investors most often compare with BGY, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock Enhanced Global Dividend Trust | Derivative Income | 29 | -4.40% | May 26, 2005 | BGY vs BOE | |
| NEOS S&P 500 High Income ETF | Derivative Income, S&P 500 | 69 | -3.13% | Aug 29, 2022 | BGY vs SPYI | |
| NEOS Nasdaq-100 High Income ETF | Derivative Income | 72 | -4.41% | Jan 29, 2024 | BGY vs QQQI | |
| iShares Broad USD High Yield Corporate Bond ETF | High Yield Bonds | 79 | -0.38% | Oct 25, 2017 | BGY vs USHY | |
| Adams Diversified Equity Fund, Inc. | Large Cap Growth Equities | 83 | -4.23% | Jan 2, 1990 | BGY vs ADX | |
| Amplify CWP Enhanced Dividend Income ETF | Derivative Income | 80 | 2.01% | Dec 13, 2016 | BGY vs DIVO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BGY vs SPY | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | BGY vs CLPAX |
Compare BGY with Any Fund or Stock
Compare BGY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.