ATWYX vs. BDJ
Compare and contrast key facts about AB Tax-Managed Wealth Appreciation Strategy (ATWYX) and BlackRock Enhanced Equity Dividend Fund (BDJ).
ATWYX is managed by BlackRock. It was launched on Sep 1, 2003. BDJ is managed by BlackRock. It was launched on Aug 30, 2005.
Performance
ATWYX vs. BDJ - Performance Comparison
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ATWYX vs. BDJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | -1.67% | 21.44% | 18.72% | 20.55% | -18.58% | 20.45% | 12.70% | 25.56% | -9.76% | 23.04% |
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 16.87% | -6.67% | 0.83% | 26.56% | -7.58% | 37.43% | -10.42% | 20.78% |
Returns By Period
In the year-to-date period, ATWYX achieves a -1.67% return, which is significantly higher than BDJ's -5.83% return. Over the past 10 years, ATWYX has outperformed BDJ with an annualized return of 10.79%, while BDJ has yielded a comparatively lower 9.93% annualized return.
ATWYX
- 1D
- 3.18%
- 1M
- -5.98%
- YTD
- -1.67%
- 6M
- 0.82%
- 1Y
- 21.55%
- 3Y*
- 17.03%
- 5Y*
- 9.31%
- 10Y*
- 10.79%
BDJ
- 1D
- 1.51%
- 1M
- -8.69%
- YTD
- -5.83%
- 6M
- 1.12%
- 1Y
- 11.53%
- 3Y*
- 10.07%
- 5Y*
- 7.81%
- 10Y*
- 9.93%
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ATWYX vs. BDJ - Expense Ratio Comparison
ATWYX has a 0.38% expense ratio, which is lower than BDJ's 0.86% expense ratio.
Return for Risk
ATWYX vs. BDJ — Risk / Return Rank
ATWYX
BDJ
ATWYX vs. BDJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Tax-Managed Wealth Appreciation Strategy (ATWYX) and BlackRock Enhanced Equity Dividend Fund (BDJ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ATWYX | BDJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.69 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.04 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.15 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.97 | +0.94 |
Martin ratioReturn relative to average drawdown | 8.56 | 3.62 | +4.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATWYX | BDJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.69 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.49 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.54 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.30 | +0.11 |
Correlation
The correlation between ATWYX and BDJ is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ATWYX vs. BDJ - Dividend Comparison
ATWYX's dividend yield for the trailing twelve months is around 4.48%, less than BDJ's 9.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATWYX AB Tax-Managed Wealth Appreciation Strategy | 4.48% | 4.41% | 2.49% | 1.84% | 5.88% | 5.81% | 1.23% | 4.93% | 5.57% | 12.93% | 3.16% | 7.84% |
BDJ BlackRock Enhanced Equity Dividend Fund | 9.78% | 9.03% | 8.21% | 9.49% | 12.18% | 5.95% | 7.08% | 6.66% | 7.21% | 6.07% | 6.88% | 7.36% |
Drawdowns
ATWYX vs. BDJ - Drawdown Comparison
The maximum ATWYX drawdown since its inception was -59.14%, roughly equal to the maximum BDJ drawdown of -59.46%. Use the drawdown chart below to compare losses from any high point for ATWYX and BDJ.
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Drawdown Indicators
| ATWYX | BDJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.14% | -59.46% | +0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -12.28% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -26.21% | -21.39% | -4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -48.14% | +13.81% |
Current DrawdownCurrent decline from peak | -6.88% | -9.16% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -10.05% | -8.99% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 3.29% | -0.69% |
Volatility
ATWYX vs. BDJ - Volatility Comparison
AB Tax-Managed Wealth Appreciation Strategy (ATWYX) has a higher volatility of 6.28% compared to BlackRock Enhanced Equity Dividend Fund (BDJ) at 5.62%. This indicates that ATWYX's price experiences larger fluctuations and is considered to be riskier than BDJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATWYX | BDJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.62% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 9.50% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.46% | 16.68% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 16.13% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 18.38% | -1.67% |