BDJ vs. DGRW
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and WisdomTree U.S. Dividend Growth Fund (DGRW).
BDJ is managed by BlackRock. It was launched on Aug 30, 2005. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Performance
BDJ vs. DGRW - Performance Comparison
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BDJ vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.22% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, BDJ achieves a -5.83% return, which is significantly lower than DGRW's -1.22% return. Over the past 10 years, BDJ has underperformed DGRW with an annualized return of 9.93%, while DGRW has yielded a comparatively higher 13.07% annualized return.
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%
DGRW
- 1D
- 0.28%
- 1M
- -5.15%
- YTD
- -1.22%
- 6M
- -0.48%
- 1Y
- 11.58%
- 3Y*
- 14.04%
- 5Y*
- 10.87%
- 10Y*
- 13.07%
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BDJ vs. DGRW - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Return for Risk
BDJ vs. DGRW — Risk / Return Rank
BDJ
DGRW
BDJ vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
| BDJ | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.75 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.19 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.05 | -0.08 |
Martin ratioReturn relative to average drawdown | 3.62 | 4.75 | -1.13 |
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
| BDJ | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.75 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.78 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.81 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.81 | -0.51 |
Correlation
The correlation between BDJ and DGRW is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BDJ vs. DGRW - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 9.78%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
BDJ vs. DGRW - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.46%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for BDJ and DGRW.
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Drawdown Indicators
| BDJ | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.46% | -32.04% | -27.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -11.30% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | -17.27% | -4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -48.14% | -32.04% | -16.10% |
Current DrawdownCurrent decline from peak | -9.16% | -5.69% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -3.04% | -5.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.51% | +0.78% |
Volatility
BDJ vs. DGRW - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) has a higher volatility of 5.62% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.64%. This indicates that BDJ's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDJ | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 4.64% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 7.73% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 15.41% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 13.98% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 16.21% | +2.17% |