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BDJ vs GARP

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF).

5-Year PerformanceGARP has outperformed BDJ, delivering a return of +19.1% compared to +6.6%

BDJ vs GARP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDJ
$1.80B
GARP
$1.80B
Expense Ratio
BDJ
N/A
GARP
0.15%
Max Drawdown
BDJ
67.29%
Winner
GARP
31.34%
Sharpe Ratio
BDJ
1.09
Winner
GARP
1.58
5Y Beta
Winner
BDJ
0.67
GARP
1.31
P/E Ratio
BDJ
N/A
GARP
35.53
Forward P/E
BDJ
N/A
GARP
24.47
5Y Dividends CAGR
Winner
BDJ
8.87%
GARP
1.40%
5Y EPS CAGR
BDJ
N/A
GARP
30.28%
Debt to Equity
BDJ
N/A
GARP
31.47%
P/S Ratio
BDJ
N/A
GARP
5.63
P/B Ratio
BDJ
N/A
GARP
9.50

BDJ vs GARP - Historical Returns

Returns include dividend reinvestment.

1M
BDJ
+0.36%
Winner
GARP
+5.41%
3M
BDJ
-0.73%
Winner
GARP
+16.31%
6M
BDJ
+5.14%
Winner
GARP
+14.98%
1Y
BDJ
+17.98%
Winner
GARP
+37.19%
5Y(CAGR)
BDJ
+6.63%
Winner
GARP
+19.10%
10Y(CAGR)
BDJ
+9.99%
GARP
N/A
Max(CAGR)
BDJ
+6.50%
Winner
GARP
+20.39%

BDJ vs GARP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearBDJGARP
2026+0.79%+14.78%
2025+25.92%+21.82%
2024+16.11%+39.76%
2023-6.20%+44.20%
2022+0.16%-26.95%
2021+27.16%+29.87%
2020-7.56%+26.51%
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 GARP Drawdown Comparison

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

The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The current BDJ drawdown is -3.70%. The current GARP drawdown is -5.41%.

RankBDJGARP
#1-59.48%
May 11, 2007 - Jul 18, 2013
-31.34%
Feb 19, 2020 - Jun 8, 2020
#2-48.16%
Dec 31, 2019 - Mar 9, 2021
-30.61%
Dec 27, 2021 - Dec 1, 2023
#3-22.47%
Sep 20, 2018 - Jul 24, 2019
-23.73%
Feb 19, 2025 - Jun 25, 2025
#4-21.40%
Feb 2, 2023 - Jul 10, 2024
-13.69%
Jan 29, 2026 - Apr 16, 2026
#5-18.36%
Jan 12, 2022 - Jan 12, 2023
-13.45%
Jul 10, 2024 - Oct 14, 2024
#6-17.83%
Sep 6, 2005 - Aug 2, 2006
-9.86%
Sep 2, 2020 - Dec 1, 2020
#7-16.25%
May 14, 2015 - May 24, 2016
-9.27%
Feb 12, 2021 - Apr 9, 2021
#8-14.38%
Feb 28, 2025 - Jun 25, 2025
-8.66%
Oct 29, 2025 - Jan 6, 2026
#9-12.27%
Feb 26, 2026 - Mar 30, 2026
-8.34%
Sep 3, 2021 - Oct 28, 2021
#10-10.42%
Jan 26, 2018 - Jul 31, 2018
-7.37%
Mar 22, 2024 - May 14, 2024
#11-9.75%
Nov 18, 2024 - Feb 5, 2025
-6.13%
Apr 26, 2021 - Jun 10, 2021
#12-9.11%
Jun 11, 2021 - Jan 12, 2022
-5.55%
Jun 10, 2020 - Jun 23, 2020
#13-7.94%
Jul 23, 2014 - Oct 28, 2014
-5.41%
Jun 1, 2026 - Jun 5, 2026
#14-7.06%
Aug 17, 2016 - Nov 16, 2016
-5.41%
Nov 19, 2021 - Dec 27, 2021
#15-5.63%
Jul 31, 2024 - Aug 23, 2024
-4.99%
Dec 16, 2024 - Jan 22, 2025

Correlation

Correlation between BDJ and GARP is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2005 - 2026)

BDJ vs GARP dividend yield comparison.

YearBDJGARP
20263.38%0.05%
20259.03%0.31%
20248.21%0.38%
20239.49%0.75%
202212.18%1.85%
20215.95%0.67%
20207.08%0.75%
20196.66%0.00%
20187.21%0.00%
20176.07%0.00%
20166.88%0.00%
20157.36%0.00%
20146.90%0.00%
20137.05%0.00%
20129.05%0.00%
201110.68%0.00%
201011.26%0.00%
200912.51%0.00%
200813.44%0.00%
20079.88%0.00%
20068.67%0.00%
20052.39%0.00%

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