BDJ vs. BHK
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and BlackRock Core Bond Trust (BHK).
BDJ is managed by Blackrock. It was launched on Aug 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDJ or BHK.
Key characteristics
| BDJ | BHK | |
|---|---|---|
| YTD Return | 16.77% | 15.78% |
| 1Y Return | 21.68% | 27.16% |
| 3Y Return (Ann) | 4.92% | -3.96% |
| 5Y Return (Ann) | 8.30% | 3.73% |
| 10Y Return (Ann) | 8.68% | 5.76% |
| Sharpe Ratio | 1.57 | 2.22 |
| Daily Std Dev | 12.99% | 12.16% |
| Max Drawdown | -59.44% | -39.61% |
| Current Drawdown | -1.55% | -11.92% |
Correlation
The correlation between BDJ and BHK is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BDJ vs. BHK - Performance Comparison
In the year-to-date period, BDJ achieves a 16.77% return, which is significantly higher than BHK's 15.78% return. Over the past 10 years, BDJ has outperformed BHK with an annualized return of 8.68%, while BHK has yielded a comparatively lower 5.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BDJ vs. BHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and BlackRock Core Bond Trust (BHK). 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.
Dividends
BDJ vs. BHK - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 8.64%, more than BHK's 7.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | 8.64% | 9.49% | 12.18% | 8.47% | 6.89% | 8.22% | 6.97% | 5.86% | 6.64% | 7.11% | 6.61% | 6.73% |
BHK BlackRock Core Bond Trust | 7.49% | 8.21% | 7.91% | 6.29% | 5.00% | 5.25% | 6.30% | 5.48% | 6.14% | 6.93% | 7.98% | 6.75% |
Drawdowns
BDJ vs. BHK - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.44%, which is greater than BHK's maximum drawdown of -39.61%. Use the drawdown chart below to compare losses from any high point for BDJ and BHK. For additional features, visit the drawdowns tool.
Volatility
BDJ vs. BHK - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) has a higher volatility of 3.60% compared to BlackRock Core Bond Trust (BHK) at 3.12%. This indicates that BDJ's price experiences larger fluctuations and is considered to be riskier than BHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.