BDJ vs. BHK

In the year-to-date period, BDJ achieves a 7.33% return, which is significantly higher than BHK's 3.27% return. Over the past 10 years, BDJ has outperformed BHK with an annualized return of 8.18%, while BHK has yielded a comparatively lower 4.43% annualized return.

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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.

The current BDJ Sharpe Ratio is 0.72, which is higher than the BHK Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of BDJ and BHK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDJ's dividend yield for the trailing twelve months is around 8.27%, less than BHK's 8.59% yield.

The maximum BDJ drawdown since its inception was -59.10%, which is greater than BHK's maximum drawdown of -39.59%. Use the drawdown chart below to compare losses from any high point for BDJ and BHK. For additional features, visit the drawdowns tool.

BlackRock Enhanced Equity Dividend Fund (BDJ) has a higher volatility of 4.35% compared to BlackRock Core Bond Trust (BHK) at 2.91%. 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.