BOE vs. EQTIX
Compare and contrast key facts about BlackRock Enhanced Global Dividend Trust (BOE) and Shelton Equity Income Fund (EQTIX).
BOE is an actively managed fund by BlackRock. It was launched on May 26, 2005. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
BOE vs. EQTIX - Performance Comparison
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BOE vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOE BlackRock Enhanced Global Dividend Trust | -4.40% | 18.77% | 16.76% | 12.00% | -15.49% | 18.94% | 7.39% | 26.08% | -19.23% | 29.71% |
EQTIX Shelton Equity Income Fund | -5.55% | 8.84% | 17.18% | 17.17% | -10.28% | 23.76% | 6.87% | 17.66% | -10.00% | 13.57% |
Returns By Period
In the year-to-date period, BOE achieves a -4.40% return, which is significantly higher than EQTIX's -5.55% return. Both investments have delivered pretty close results over the past 10 years, with BOE having a 8.20% annualized return and EQTIX not far ahead at 8.25%.
BOE
- 1D
- 3.20%
- 1M
- -8.38%
- YTD
- -4.40%
- 6M
- -1.14%
- 1Y
- 10.19%
- 3Y*
- 11.95%
- 5Y*
- 6.77%
- 10Y*
- 8.20%
EQTIX
- 1D
- -0.18%
- 1M
- -5.87%
- YTD
- -5.55%
- 6M
- -3.69%
- 1Y
- 7.87%
- 3Y*
- 10.58%
- 5Y*
- 7.62%
- 10Y*
- 8.25%
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BOE vs. EQTIX - Expense Ratio Comparison
BOE has a 1.11% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Return for Risk
BOE vs. EQTIX — Risk / Return Rank
BOE
EQTIX
BOE vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Enhanced Global Dividend Trust (BOE) and Shelton Equity Income Fund (EQTIX). 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 | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.47 | +0.16 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.77 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.50 | +0.40 |
Martin ratioReturn relative to average drawdown | 3.63 | 2.43 | +1.21 |
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
| BOE | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.47 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.58 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.58 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.44 | -0.17 |
Correlation
The correlation between BOE and EQTIX is 0.66, 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.
Dividends
BOE vs. EQTIX - Dividend Comparison
BOE's dividend yield for the trailing twelve months is around 9.05%, more than EQTIX's 7.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOE BlackRock Enhanced Global Dividend Trust | 9.05% | 8.47% | 7.20% | 7.62% | 7.91% | 6.21% | 6.93% | 6.88% | 9.03% | 18.90% | 9.08% | 9.12% |
EQTIX Shelton Equity Income Fund | 7.23% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
BOE vs. EQTIX - Drawdown Comparison
The maximum BOE drawdown since its inception was -59.39%, which is greater than EQTIX's maximum drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for BOE and EQTIX.
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Drawdown Indicators
| BOE | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.39% | -53.77% | -5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.51% | -10.43% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.13% | -19.03% | -7.10% |
Max Drawdown (10Y)Largest decline over 10 years | -36.55% | -29.85% | -6.70% |
Current DrawdownCurrent decline from peak | -8.68% | -7.10% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -9.42% | -7.21% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.14% | +0.69% |
Volatility
BOE vs. EQTIX - Volatility Comparison
BlackRock Enhanced Global Dividend Trust (BOE) has a higher volatility of 6.10% compared to Shelton Equity Income Fund (EQTIX) at 3.45%. This indicates that BOE's price experiences larger fluctuations and is considered to be riskier than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOE | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 3.45% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.14% | 7.52% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 14.74% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 13.12% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 14.31% | +2.00% |