BDJ vs. VOO
Compare and contrast key facts about BlackRock Enhanced Equity Dividend Fund (BDJ) and Vanguard S&P 500 ETF (VOO).
BDJ is managed by Blackrock. It was launched on Aug 30, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDJ or VOO.
Correlation
The correlation between BDJ and VOO is 0.72, 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. VOO - Performance Comparison
Key characteristics
BDJ:
0.74
VOO:
0.63
BDJ:
1.10
VOO:
1.00
BDJ:
1.16
VOO:
1.15
BDJ:
0.89
VOO:
0.65
BDJ:
3.52
VOO:
2.54
BDJ:
3.64%
VOO:
4.78%
BDJ:
17.25%
VOO:
19.12%
BDJ:
-59.10%
VOO:
-33.99%
BDJ:
-5.08%
VOO:
-8.57%
Returns By Period
In the year-to-date period, BDJ achieves a 3.95% return, which is significantly higher than VOO's -4.35% return. Over the past 10 years, BDJ has underperformed VOO with an annualized return of 7.85%, while VOO has yielded a comparatively higher 12.23% annualized return.
BDJ
3.95%
8.98%
-0.29%
11.18%
12.18%
7.85%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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BDJ vs. VOO - Expense Ratio Comparison
BDJ has a 0.86% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BDJ vs. VOO — Risk-Adjusted Performance Rank
BDJ
VOO
BDJ vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Equity Dividend Fund (BDJ) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BDJ's dividend yield for the trailing twelve months is around 8.41%, more than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDJ BlackRock Enhanced Equity Dividend Fund | 8.41% | 8.21% | 9.49% | 12.18% | 8.62% | 7.08% | 8.49% | 7.21% | 6.07% | 6.88% | 7.36% | 6.90% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BDJ vs. VOO - Drawdown Comparison
The maximum BDJ drawdown since its inception was -59.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BDJ and VOO. For additional features, visit the drawdowns tool.
Volatility
BDJ vs. VOO - Volatility Comparison
The current volatility for BlackRock Enhanced Equity Dividend Fund (BDJ) is 8.65%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.27%. This indicates that BDJ experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.