BDJ vs. R1GB.L
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L).
BDJ is managed by BlackRock. It was launched on Aug 30, 2005. R1GB.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth UCITS 30/18 Capped Net Tax 15% Index. It was launched on Jun 28, 2023.
Performance
BDJ vs. R1GB.L - Performance Comparison
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BDJ vs. R1GB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | -5.83% | 26.12% | 4.73% |
R1GB.L iShares Russell 1000 Growth UCITS ETF USD Acc | -9.62% | 17.73% | -15.89% |
Different Trading Currencies
BDJ is traded in USD, while R1GB.L is traded in GBP. To make them comparable, the R1GB.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BDJ achieves a -5.83% return, which is significantly higher than R1GB.L's -9.62% 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%
R1GB.L
- 1D
- 2.73%
- 1M
- -4.25%
- YTD
- -9.62%
- 6M
- -8.11%
- 1Y
- 18.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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BDJ vs. R1GB.L - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is higher than R1GB.L's 0.18% expense ratio.
Return for Risk
BDJ vs. R1GB.L — Risk / Return Rank
BDJ
R1GB.L
BDJ vs. R1GB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L). 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 | R1GB.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.95 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.46 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.15 | -0.18 |
Martin ratioReturn relative to average drawdown | 3.62 | 4.02 | -0.40 |
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 | R1GB.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.95 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | -0.24 | +0.54 |
Correlation
The correlation between BDJ and R1GB.L is 0.36, 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.
Dividends
BDJ vs. R1GB.L - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 9.78%, while R1GB.L has not paid dividends to shareholders.
| 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% |
R1GB.L iShares Russell 1000 Growth UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BDJ vs. R1GB.L - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.46%, which is greater than R1GB.L's maximum drawdown of -33.80%. Use the drawdown chart below to compare losses from any high point for BDJ and R1GB.L.
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Drawdown Indicators
| BDJ | R1GB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.46% | -33.43% | -26.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -15.75% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -21.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.14% | — | — |
Current DrawdownCurrent decline from peak | -9.16% | -14.18% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -16.33% | +7.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 5.28% | -1.99% |
Volatility
BDJ vs. R1GB.L - Volatility Comparison
BlackRock Enhanced Equity Dividend Fund (BDJ) and iShares Russell 1000 Growth UCITS ETF USD Acc (R1GB.L) have volatilities of 5.62% and 5.55%, 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.
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Volatility by Period
| BDJ | R1GB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 5.55% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 11.78% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 19.80% | -3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 25.42% | -9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.38% | 25.42% | -7.04% |