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 | 0.59% | — | 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 |
Best Risk-Adjusted Alternatives to BOE
BOE has a PortfoliosLab risk / return rank of 36. There are 13 mutual funds in the Derivative Income category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Enhanced Large Cap Core Fund | 88 | — | Apr 2004 | BOE vs CII | |
| Virtus Equity & Convertible Income Fund | 72 | — | Feb 2007 | BOE vs NIE | |
| Invesco Income Advantage U.S. Fund | 68 | — | Mar 2006 | BOE vs SCAUX | |
| BlackRock High Equity Income Fund | 64 | — | Apr 1998 | BOE vs BMCIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 64 | — | Jan 2007 | BOE vs QQQX |
Top Performing BOE Alternatives (YTD)
BOE is at 9.21% YTD. There are 10 mutual funds in the Derivative Income category with higher YTD returns, going as high as 15.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | 15.10% | — | Sep 2021 | BOE vs ECAT | |
| BlackRock Enhanced Large Cap Core Fund | 13.80% | — | Apr 2004 | BOE vs CII | |
| Catalyst Nasdaq-100 Hedged Equity Fund | 12.40% | — | Dec 2013 | BOE vs CLPAX | |
| BlackRock High Equity Income Fund | 11.53% | — | Apr 1998 | BOE vs BMCIX | |
| BlackRock High Equity Income Fund Class A | 11.38% | — | May 1998 | BOE vs BMEAX |
Lowest Volatility Alternatives to BOE
BOE has 12.10% 1-year volatility. There are 11 mutual funds in the Derivative Income category with lower 1-year volatility, going as low as 8.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | BOE vs JEPIX | |
| The Covered Bridge Fund | 8.73% | — | Sep 2013 | BOE vs TCBIX | |
| JPMorgan Equity Premium Income Fund Class A | 8.76% | — | Aug 2018 | BOE vs JEPAX | |
| Crossmark Steward Covered Call Income Fund | 8.84% | — | Dec 2017 | BOE vs SCJIX | |
| Madison Covered Call & Equity Income Fund | 9.48% | — | 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 WFSPX, BDMIX, LIVIX and span 8 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BOE vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BOE vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BOE vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BOE vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BOE vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BOE vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | BOE vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BOE vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BOE vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 68 | 21.86% | 10.70B | Mar 1999 | BOE vs VTMSX |
Often Compared With BOE
Investors most often compare BOE with BGY, BCX, SPHD. These 15 comparison targets span 11 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