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 a closer substitute for your current allocation.
Cheapest Alternatives to BOE
BOE charges 1.11% annually. There are 16 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 | BOE vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.59% | — | Aug 2018 | BOE vs JEPIX | |
| Shelton Equity Income Fund | 0.72% | — | Sep 1996 | BOE vs EQTIX | |
| Cullen Enhanced Equity Income Fund | 0.75% | — | Dec 2015 | BOE vs ENHNX | |
| BlackRock High Equity Income Fund | 0.85% | — | Apr 1998 | BOE vs BMCIX |
Best Risk-Adjusted Alternatives to BOE
BOE has a PortfoliosLab risk / return rank of 43. There are 11 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 83.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 83 | — | Sep 2013 | BOE vs TCBIX | |
| Goldman Sachs International Equity Dividend and Pr... | 80 | — | Jan 2008 | BOE vs GIDHX | |
| BlackRock High Equity Income Fund | 78 | — | Apr 1998 | BOE vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 76 | — | May 1998 | BOE vs BMEAX | |
| BlackRock Enhanced Equity Dividend Trust | 64 | — | Aug 2005 | BOE vs BDJ |
Top Performing BOE Alternatives (YTD)
BOE is at 8.61% YTD. There are 8 mutual funds in the Derivative Income category with higher YTD returns, going as high as 13.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs International Equity Dividend and Pr... | 13.24% | — | Jan 2008 | BOE vs GIDHX | |
| BlackRock High Equity Income Fund | 12.22% | — | Apr 1998 | BOE vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 12.09% | — | May 1998 | BOE vs BMEAX | |
| Cullen Enhanced Equity Income Fund | 12.04% | — | Dec 2015 | BOE vs ENHNX | |
| The Covered Bridge Fund | 11.04% | — | Sep 2013 | BOE vs TCBIX |
Lowest Volatility Alternatives to BOE
BOE has 12.42% 1-year volatility. There are 12 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Covered Bridge Fund | 8.80% | — | Sep 2013 | BOE vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | BOE vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.92% | — | Aug 2018 | BOE vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 9.28% | — | Dec 2017 | BOE vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.52% | — | Oct 2009 | BOE vs MENYX |
Lowest Drawdown Alternatives to BOE
BOE has a 1-year max drawdown of -11.51%. There are 15 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 | BOE vs TCBIX | |
| Cullen Enhanced Equity Income Fund | -6.34% | — | Dec 2015 | BOE vs ENHNX | |
| Invesco Income Advantage U.S. Fund | -7.05% | — | Mar 2006 | BOE vs SCAUX | |
| Shelton Equity Income Fund | -7.10% | — | Sep 1996 | BOE vs EQTIX | |
| JPMorgan Equity Premium Income Fund Class I | -7.41% | — | Aug 2018 | BOE vs JEPIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 11 categories. AUM among these funds goes as high as $12B.
Often Compared With BOE
Investors most often compare BOE with BGY, BCX, SPHD. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare BOE with Any Fund or Stock
Compare BOE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BOE with funds that move differently
BlackRock Enhanced Global Dividend Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BOE.
Explore BOE Diversifiers