BDJ vs CGNG

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF).

BDJ vs CGNG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDJ(ETF)	CGNG(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	N/A	0.64%
Max Drawdown	67.29%	16.13%
Sharpe Ratio	1.32	1.85
5Y Beta	0.68	0.86
5Y Dividends CAGR	8.87%	N/A

Net Assets

BDJ

$1.70B

Winner

CGNG

$1.80B

Expense Ratio

BDJ

N/A

CGNG

0.64%

Max Drawdown

BDJ

67.29%

Winner

CGNG

16.13%

Sharpe Ratio

BDJ

1.32

Winner

CGNG

1.85

5Y Beta

Winner

BDJ

0.68

CGNG

0.86

5Y Dividends CAGR

BDJ

8.87%

CGNG

N/A

BDJ vs CGNG - Historical Returns

Returns include dividend reinvestment.

Period	BDJ	CGNG
1 month	+2.69%	+8.64%
3 months	-3.61%	+5.77%
6 months	+8.44%	+16.72%
1 year	+19.93%	+40.27%
5 years(CAGR)	+7.33%	N/A
10 years(CAGR)	+10.50%	N/A
Max(CAGR)	+6.52%	+22.86%

BDJ

+2.69%

Winner

CGNG

+8.64%

BDJ

-3.61%

Winner

CGNG

+5.77%

BDJ

+8.44%

Winner

CGNG

+16.72%

BDJ

+19.93%

Winner

CGNG

+40.27%

5Y(CAGR)

BDJ

+7.33%

CGNG

N/A

10Y(CAGR)

BDJ

+10.50%

CGNG

N/A

Max(CAGR)

BDJ

+6.52%

Winner

CGNG

+22.86%

BDJ vs CGNG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BDJ	CGNG
2026	+0.64%	+11.88%
2025	+25.92%	+29.31%
2024	+16.11%	-0.97%
2023	-6.20%	N/A
2022	+0.16%	N/A
2021	+27.16%	N/A
2020	-7.56%	N/A
2019	+35.36%	N/A
2018	-10.32%	N/A
2017	+20.33%	N/A
2016	+17.28%	N/A
2015	+0.64%	N/A
2014	+9.46%	N/A
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 CGNG Drawdown Comparison

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

The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The current BDJ drawdown is -3.84%.

Rank	BDJ	CGNG
#1	-59.48% May 11, 2007 - Jul 18, 2013	-15.90% Oct 7, 2024 - May 12, 2025
#2	-48.16% Dec 31, 2019 - Mar 9, 2021	-13.75% Feb 25, 2026 - May 5, 2026
#3	-22.47% Sep 20, 2018 - Jul 24, 2019	-8.64% Jul 12, 2024 - Sep 19, 2024
#4	-21.40% Feb 2, 2023 - Jul 10, 2024	-5.06% Oct 29, 2025 - Dec 24, 2025
#5	-18.36% Jan 12, 2022 - Jan 12, 2023	-3.69% Oct 8, 2025 - Oct 20, 2025
#6	-17.83% Sep 6, 2005 - Aug 2, 2006	-3.32% Jan 28, 2026 - Feb 9, 2026
#7	-16.25% May 14, 2015 - May 24, 2016	-3.01% Jul 23, 2025 - Aug 12, 2025
#8	-14.38% Feb 28, 2025 - Jun 25, 2025	-2.41% Jun 11, 2025 - Jun 24, 2025
#9	-12.27% Feb 26, 2026 - Mar 30, 2026	-2.06% Jan 12, 2026 - Jan 23, 2026
#10	-10.42% Jan 26, 2018 - Jul 31, 2018	-1.53% Feb 11, 2026 - Feb 20, 2026
#11	-9.75% Nov 18, 2024 - Feb 5, 2025	-1.52% Aug 28, 2025 - Sep 5, 2025
#12	-9.11% Jun 11, 2021 - Jan 12, 2022	-1.39% Aug 13, 2025 - Aug 22, 2025
#13	-7.94% Jul 23, 2014 - Oct 28, 2014	-1.30% Oct 20, 2025 - Oct 27, 2025
#14	-7.06% Aug 17, 2016 - Nov 16, 2016	-1.29% May 6, 2026 - May 7, 2026
#15	-5.63% Jul 31, 2024 - Aug 23, 2024	-1.21% Sep 23, 2025 - Oct 1, 2025

Correlation

Correlation between BDJ and CGNG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2005 - 2026)

BDJ vs CGNG dividend yield comparison.

Year	BDJ	CGNG
2026	2.69%	0.00%
2025	9.03%	0.68%
2024	8.21%	0.27%
2023	9.49%	0.00%
2022	12.18%	0.00%
2021	5.95%	0.00%
2020	7.08%	0.00%
2019	6.66%	0.00%
2018	7.21%	0.00%
2017	6.07%	0.00%
2016	6.88%	0.00%
2015	7.36%	0.00%
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%