BOE vs. BGY
Compare and contrast key facts about BlackRock Enhanced Global Dividend Trust (BOE) and BlackRock Enhanced International Dividend Trust (BGY).
BOE is an actively managed fund by BlackRock. It was launched on May 26, 2005. BGY is an actively managed fund by BlackRock. It was launched on May 30, 2007.
Performance
BOE vs. BGY - Performance Comparison
Loading graphics...
BOE vs. BGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOE BlackRock Enhanced Global Dividend Trust | -3.09% | 18.77% | 16.76% | 12.00% | -15.49% | 18.94% | 7.39% | 26.08% | -19.23% | 29.71% |
BGY BlackRock Enhanced International Dividend Trust | -4.07% | 21.21% | 8.66% | 13.36% | -13.61% | 14.18% | 7.70% | 27.38% | -17.59% | 27.43% |
Returns By Period
In the year-to-date period, BOE achieves a -3.09% return, which is significantly higher than BGY's -4.07% return. Over the past 10 years, BOE has outperformed BGY with an annualized return of 8.35%, while BGY has yielded a comparatively lower 7.33% annualized return.
BOE
- 1D
- 1.37%
- 1M
- -6.73%
- YTD
- -3.09%
- 6M
- -0.73%
- 1Y
- 11.29%
- 3Y*
- 12.46%
- 5Y*
- 7.06%
- 10Y*
- 8.35%
BGY
- 1D
- 2.03%
- 1M
- -8.68%
- YTD
- -4.07%
- 6M
- -1.25%
- 1Y
- 6.57%
- 3Y*
- 9.32%
- 5Y*
- 6.04%
- 10Y*
- 7.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOE vs. BGY - Expense Ratio Comparison
BOE has a 1.11% expense ratio, which is lower than BGY's 1.19% expense ratio.
Return for Risk
BOE vs. BGY — Risk / Return Rank
BOE
BGY
BOE vs. BGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Global Dividend Trust (BOE) and BlackRock Enhanced International Dividend Trust (BGY). 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.
| BOE | BGY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.38 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.08 | 0.63 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.09 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.49 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.07 | 1.93 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BOE | BGY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.38 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.38 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.43 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.14 | +0.13 |
Correlation
The correlation between BOE and BGY is 0.74, 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
BOE vs. BGY - Dividend Comparison
BOE's dividend yield for the trailing twelve months is around 8.93%, less than BGY's 9.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOE BlackRock Enhanced Global Dividend Trust | 8.93% | 8.47% | 7.20% | 7.62% | 7.91% | 6.21% | 6.93% | 6.88% | 9.03% | 18.90% | 9.08% | 9.12% |
BGY BlackRock Enhanced International Dividend Trust | 9.26% | 8.69% | 7.80% | 7.70% | 8.08% | 6.46% | 6.91% | 6.89% | 8.90% | 6.99% | 9.47% | 9.42% |
Drawdowns
BOE vs. BGY - Drawdown Comparison
The maximum BOE drawdown since its inception was -59.39%, smaller than the maximum BGY drawdown of -64.36%. Use the drawdown chart below to compare losses from any high point for BOE and BGY.
Loading graphics...
Drawdown Indicators
| BOE | BGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.39% | -64.36% | +4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -15.47% | +3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -26.13% | -28.45% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -36.55% | -34.06% | -2.49% |
Current DrawdownCurrent decline from peak | -7.43% | -10.44% | +3.01% |
Average DrawdownAverage peak-to-trough decline | -9.42% | -11.31% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.89% | -1.02% |
Volatility
BOE vs. BGY - Volatility Comparison
The current volatility for BlackRock Enhanced Global Dividend Trust (BOE) is 6.04%, while BlackRock Enhanced International Dividend Trust (BGY) has a volatility of 7.25%. This indicates that BOE experiences smaller price fluctuations and is considered to be less risky than BGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BOE | BGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 7.25% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 11.46% | -2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 17.25% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 16.11% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 16.95% | -0.63% |