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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDJ or DGRW.
Key characteristics
| BDJ | DGRW | |
|---|---|---|
| YTD Return | 16.91% | 17.36% |
| 1Y Return | 21.35% | 26.41% |
| 3Y Return (Ann) | 5.09% | 12.66% |
| 5Y Return (Ann) | 8.19% | 15.00% |
| 10Y Return (Ann) | 8.69% | 12.95% |
| Sharpe Ratio | 1.68 | 2.38 |
| Daily Std Dev | 12.97% | 10.99% |
| Max Drawdown | -59.44% | -32.04% |
| Current Drawdown | -1.43% | -0.44% |
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.
Performance
BDJ vs. DGRW - Performance Comparison
The year-to-date returns for both investments are quite close, with BDJ having a 16.91% return and DGRW slightly higher at 17.36%. Over the past 10 years, BDJ has underperformed DGRW with an annualized return of 8.69%, while DGRW has yielded a comparatively higher 12.95% 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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BDJ vs. DGRW - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
BDJ vs. DGRW - Risk-Adjusted Performance 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.
Dividends
BDJ vs. DGRW - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 8.63%, more than DGRW's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | 8.63% | 9.49% | 12.18% | 8.47% | 6.89% | 8.22% | 6.97% | 5.86% | 6.64% | 7.11% | 6.61% | 6.73% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.54% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
BDJ vs. DGRW - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.44%, 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. For additional features, visit the drawdowns tool.
Volatility
BDJ vs. DGRW - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) and WisdomTree U.S. Dividend Growth Fund (DGRW) have volatilities of 3.31% and 3.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.