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 17 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 | BOE vs PUTW | |
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | BOE vs USG | |
| JPMorgan Equity Premium Income Fund Class I | 0.63% | — | 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 |
Best Risk-Adjusted Alternatives to BOE
BOE has a PortfoliosLab risk / return rank of 25. There are 16 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 85 | — | Apr 2004 | BOE vs CII | |
| The Covered Bridge Fund | 83 | — | Sep 2013 | BOE vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 74 | — | Feb 2007 | BOE vs NIE | |
| Invesco Income Advantage U.S. Fund | 73 | — | Mar 2006 | BOE vs SCAUX | |
| WisdomTree Equity Premium Income Fund | 55 | 236.88M | Feb 2016 | BOE vs PUTW |
Top Performing BOE Alternatives (YTD)
BOE is at 6.77% YTD. There are 13 mutual funds in the Derivative Income category with higher YTD returns, going as high as 17.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst Nasdaq-100 Hedged Equity Fund | 17.67% | — | Dec 2013 | BOE vs CLPAX | |
| BlackRock Enhanced Large Cap Core Fund | 11.56% | — | Apr 2004 | BOE vs CII | |
| BlackRock ESG Capital Allocation Term Trust | 11.23% | — | Sep 2021 | BOE vs ECAT | |
| The Covered Bridge Fund | 10.93% | — | Sep 2013 | BOE vs TCBIX | |
| Virtus Equity & Convertible Income Fund | 10.86% | — | Feb 2007 | BOE vs NIE |
Lowest Volatility Alternatives to BOE
BOE has 11.64% 1-year volatility. There are 13 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | 8.34% | — | Dec 2017 | BOE vs SCJIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.54% | — | Aug 2018 | BOE vs JEPIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.60% | — | Aug 2018 | BOE vs JEPAX | |
| The Covered Bridge Fund | 8.66% | — | Sep 2013 | BOE vs TCBIX | |
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | BOE vs PUTW |
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 -4.07%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Madison Covered Call & Equity Income Fund | -4.07% | — | Oct 2009 | BOE vs MENYX | |
| 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 |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BOE vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BOE vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BOE vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BOE vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BOE vs WFSPX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BOE vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BOE vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BOE vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BOE vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | BOE vs BDJ |
Often Compared With BOE
Investors most often compare BOE with BGY, SPHD, BCX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Enhanced International Dividend Trust | Derivative Income | 7 | 2.65% | — | May 2007 | BOE vs BGY | |
| Invesco S&P 500® High Dividend Low Volatility ETF | S&P 500, Dividend | 21 | 4.38% | 3.23B | Oct 2012 | BOE vs SPHD | |
| Blackrock Resources & Commodities Strategy Trust | Commodity Producers Equities | 40 | 12.68% | — | Mar 2011 | BOE vs BCX | |
| iShares Core S&P 500 ETF | S&P 500 | 70 | 10.85% | 854.92B | May 2000 | BOE vs IVV | |
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | BOE vs SPY | |
| Goldman Sachs International Equity Dividend and Pr... | Derivative Income | 38 | 9.38% | — | Jan 2008 | BOE vs GIDHX | |
| First Trust Enhanced Equity Income Fund | Derivative Income | 53 | 6.98% | — | Aug 2004 | BOE vs FFA | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | Derivative Income, S&P 500 | 9 | 2.66% | — | Sep 2017 | BOE vs KNGLX | |
| BlackRock Enhanced Capital and Income Fund | Derivative Income | 25 | 10.08% | — | Apr 2004 | BOE vs XCIIX |
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