BlackRock Enhanced Global Dividend Trust (BOE) Alternatives
BlackRock Enhanced Global Dividend Trust (BOE) 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 BOE. 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 BOE
BOE charges 1.11% annually. Among mutual funds in the Derivative Income category, these options have the lowest expense ratios among BOE alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 0.44% | Feb 24, 2016 | BOE vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | Nov 2, 2021 | BOE vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | Aug 31, 2018 | BOE vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | Sep 3, 1996 | BOE vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | Dec 14, 2015 | BOE vs ENHNX |
Best Risk-Adjusted Alternatives to BOE
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 | BOE vs CII | |
| USCF Gold Strategy Plus Income Fund | 83 | Nov 2, 2021 | BOE vs USG | |
| Goldman Sachs International Equity Dividend and Pr... | 78 | Jan 30, 2008 | BOE vs GIDHX | |
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | BOE vs PUTW | |
| Virtus Equity & Convertible Income Fund | 57 | Feb 27, 2007 | BOE vs NIE |
Top Performing BOE Alternatives (YTD)
BOE 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 | BOE vs USG | |
| Madison Covered Call & Equity Income Fund | 4.35% | Oct 29, 2009 | BOE vs MENYX | |
| Cullen Enhanced Equity Income Fund | 3.20% | Dec 14, 2015 | BOE vs ENHNX | |
| Goldman Sachs International Equity Dividend and Pr... | 1.85% | Jan 30, 2008 | BOE vs GIDHX | |
| The Covered Bridge Fund | 0.83% | Sep 30, 2013 | BOE vs TCBIX |
Lowest Volatility Alternatives to BOE
BOE 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 | BOE vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 13.68% | Aug 31, 2018 | BOE vs JEPAX | |
| JPMorgan Equity Premium Income Fund Class I | 13.70% | Aug 31, 2018 | BOE vs JEPIX | |
| Cullen Enhanced Equity Income Fund | 13.94% | Dec 14, 2015 | BOE vs ENHNX | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | BOE vs KNGLX |
Lowest Drawdown Alternatives to BOE
BOE 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 | BOE vs PUTW | |
| The Covered Bridge Fund | -10.24% | Sep 30, 2013 | BOE vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | -10.38% | Jan 30, 2008 | BOE vs GIDHX | |
| Shelton Equity Income Fund | -10.43% | Sep 3, 1996 | BOE vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class A | -10.43% | Aug 31, 2018 | BOE 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 | BOE vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 7 | -11.11% | Feb 4, 2004 | BOE vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | BOE vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | BOE vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | BOE vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | BOE vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | BOE vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | BOE vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | BOE vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | BOE vs BDJ |
Often Compared With BOE
What investors most often compare with BOE, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock Enhanced International Dividend Trust | Derivative Income | 13 | -5.98% | May 30, 2007 | BOE vs BGY | |
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 20 | 4.64% | Oct 18, 2012 | BOE vs SPHD | |
| Blackrock Resources & Commodities Strategy Trust | Commodity Producers Equities | 88 | 11.61% | Mar 30, 2011 | BOE vs BCX | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | BOE vs IVV | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BOE vs SPY |
Compare BOE with Any Fund or Stock
Compare BOE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.