BDJ vs. ITOT
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
BDJ is managed by Blackrock. It was launched on Aug 30, 2005. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDJ or ITOT.
Correlation
The correlation between BDJ and ITOT 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.
Performance
BDJ vs. ITOT - Performance Comparison
Key characteristics
BDJ:
1.74
ITOT:
1.78
BDJ:
2.41
ITOT:
2.40
BDJ:
1.30
ITOT:
1.33
BDJ:
2.22
ITOT:
2.72
BDJ:
8.64
ITOT:
10.69
BDJ:
2.51%
ITOT:
2.16%
BDJ:
12.45%
ITOT:
12.99%
BDJ:
-59.09%
ITOT:
-55.20%
BDJ:
-0.56%
ITOT:
-0.53%
Returns By Period
In the year-to-date period, BDJ achieves a 8.78% return, which is significantly higher than ITOT's 4.10% return. Over the past 10 years, BDJ has underperformed ITOT with an annualized return of 9.16%, while ITOT has yielded a comparatively higher 12.69% annualized return.
BDJ
8.78%
2.54%
10.25%
22.13%
7.89%
9.16%
ITOT
4.10%
0.81%
10.75%
23.89%
13.94%
12.69%
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BDJ vs. ITOT - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
BDJ vs. ITOT — Risk-Adjusted Performance Rank
BDJ
ITOT
BDJ vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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. ITOT - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 7.77%, more than ITOT's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | 7.77% | 8.19% | 9.45% | 9.74% | 8.62% | 7.08% | 7.59% | 7.26% | 6.11% | 6.92% | 7.41% | 7.46% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.18% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
BDJ vs. ITOT - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.09%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BDJ and ITOT. For additional features, visit the drawdowns tool.
Volatility
BDJ vs. ITOT - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) has a higher volatility of 3.43% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.96%. This indicates that BDJ's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.