BDJ vs ARKQ

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed BDJ, delivering a return of +11.0% compared to +7.3%

BDJ vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDJ(ETF)	ARKQ(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	N/A	0.75%
Max Drawdown	67.29%	60.20%
Sharpe Ratio	1.32	2.02
5Y Beta	0.68	1.66
P/E Ratio	N/A	-1332.44
Forward P/E	N/A	45.03
PEG Ratio	N/A	1.47
5Y Dividends CAGR	8.87%	N/A
5Y EPS CAGR	N/A	16.86%
P/S Ratio	N/A	4.56
P/B Ratio	N/A	5.62

Net Assets

BDJ

$1.70B

Winner

ARKQ

$1.80B

Expense Ratio

BDJ

N/A

ARKQ

0.75%

Max Drawdown

BDJ

67.29%

Winner

ARKQ

60.20%

Sharpe Ratio

BDJ

1.32

Winner

ARKQ

2.02

5Y Beta

Winner

BDJ

0.68

ARKQ

1.66

P/E Ratio

BDJ

N/A

ARKQ

-1332.44

Forward P/E

BDJ

N/A

ARKQ

45.03

PEG Ratio

BDJ

N/A

ARKQ

1.47

5Y Dividends CAGR

BDJ

8.87%

ARKQ

N/A

5Y EPS CAGR

BDJ

N/A

ARKQ

16.86%

P/S Ratio

BDJ

N/A

ARKQ

4.56

P/B Ratio

BDJ

N/A

ARKQ

5.62

BDJ vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	BDJ	ARKQ
1 month	+2.69%	+12.61%
3 months	-3.61%	+6.81%
6 months	+8.44%	+19.40%
1 year	+19.93%	+85.62%
5 years(CAGR)	+7.33%	+11.04%
10 years(CAGR)	+10.50%	+23.08%
Max(CAGR)	+6.52%	+18.71%

BDJ

+2.69%

Winner

ARKQ

+12.61%

BDJ

-3.61%

Winner

ARKQ

+6.81%

BDJ

+8.44%

Winner

ARKQ

+19.40%

BDJ

+19.93%

Winner

ARKQ

+85.62%

5Y(CAGR)

BDJ

+7.33%

Winner

ARKQ

+11.04%

10Y(CAGR)

BDJ

+10.50%

Winner

ARKQ

+23.08%

Max(CAGR)

BDJ

+6.52%

Winner

ARKQ

+18.71%

BDJ vs ARKQ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BDJ	ARKQ
2026	+0.64%	+13.87%
2025	+25.92%	+50.23%
2024	+16.11%	+36.90%
2023	-6.20%	+42.50%
2022	+0.16%	-47.92%
2021	+27.16%	+1.02%
2020	-7.56%	+103.11%
2019	+35.36%	+25.63%
2018	-10.32%	-10.07%
2017	+20.33%	+50.37%
2016	+17.28%	+16.82%
2015	+0.64%	-1.41%
2014	+9.46%	+0.15%
2013	+16.64%	N/A
2012	+9.89%	N/A
2011	-11.57%	N/A
2010	+9.95%	N/A
2009	+15.40%	N/A
2008	-17.55%	N/A
2007	-18.38%	N/A
2006	+28.04%	N/A
2005	-12.89%	N/A

BDJ vs ARKQ Drawdown Comparison

The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

The current BDJ drawdown is -3.84%.

Rank	BDJ	ARKQ
#1	-59.48% May 11, 2007 - Jul 18, 2013	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-48.16% Dec 31, 2019 - Mar 9, 2021	-36.74% Feb 19, 2020 - May 26, 2020
#3	-22.47% Sep 20, 2018 - Jul 24, 2019	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-21.40% Feb 2, 2023 - Jul 10, 2024	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-18.36% Jan 12, 2022 - Jan 12, 2023	-20.58% Jan 16, 2026 - May 8, 2026
#6	-17.83% Sep 6, 2005 - Aug 2, 2006	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-16.25% May 14, 2015 - May 24, 2016	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-14.38% Feb 28, 2025 - Jun 25, 2025	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-12.27% Feb 26, 2026 - Mar 30, 2026	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-10.42% Jan 26, 2018 - Jul 31, 2018	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-9.75% Nov 18, 2024 - Feb 5, 2025	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-9.11% Jun 11, 2021 - Jan 12, 2022	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-7.94% Jul 23, 2014 - Oct 28, 2014	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-7.06% Aug 17, 2016 - Nov 16, 2016	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-5.63% Jul 31, 2024 - Aug 23, 2024	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between BDJ and ARKQ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2005 - 2026)

BDJ vs ARKQ dividend yield comparison.

Year	BDJ	ARKQ
2026	2.69%	0.00%
2025	9.03%	0.27%
2024	8.21%	0.00%
2023	9.49%	0.00%
2022	12.18%	0.00%
2021	5.95%	0.80%
2020	7.08%	0.86%
2019	6.66%	0.00%
2018	7.21%	2.86%
2017	6.07%	1.54%
2016	6.88%	0.00%
2015	7.36%	0.98%
2014	6.90%	0.00%
2013	7.05%	0.00%
2012	9.05%	0.00%
2011	10.68%	0.00%
2010	11.26%	0.00%
2009	12.51%	0.00%
2008	13.44%	0.00%
2007	9.88%	0.00%
2006	8.67%	0.00%
2005	2.39%	0.00%