BDJ vs IYE

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).

5-Year PerformanceIYE has outperformed BDJ, delivering a return of +19.1% compared to +7.3%

BDJ vs IYE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDJ(ETF)	IYE(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	N/A	0.38%
Max Drawdown	67.29%	78.21%
Sharpe Ratio	1.32	1.70
5Y Beta	0.68	0.59
P/E Ratio	N/A	20.91
Forward P/E	N/A	14.94
PEG Ratio	N/A	0.82
5Y Dividends CAGR	8.87%	11.55%
5Y EPS CAGR	N/A	22.38%
Debt to Equity	N/A	40.52%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.57

Net Assets

BDJ

$1.70B

IYE

$1.70B

Expense Ratio

BDJ

N/A

IYE

0.38%

Max Drawdown

Winner

BDJ

67.29%

IYE

78.21%

Sharpe Ratio

BDJ

1.32

Winner

IYE

1.70

5Y Beta

BDJ

0.68

Winner

IYE

0.59

P/E Ratio

BDJ

N/A

IYE

20.91

Forward P/E

BDJ

N/A

IYE

14.94

PEG Ratio

BDJ

N/A

IYE

0.82

5Y Dividends CAGR

BDJ

8.87%

Winner

IYE

11.55%

5Y EPS CAGR

BDJ

N/A

IYE

22.38%

Debt to Equity

BDJ

N/A

IYE

40.52%

P/S Ratio

BDJ

N/A

IYE

1.73

P/B Ratio

BDJ

N/A

IYE

2.57

BDJ vs IYE - Historical Returns

Returns include dividend reinvestment.

Period	BDJ	IYE
1 month	+2.69%	-4.01%
3 months	-3.61%	+4.75%
6 months	+8.44%	+25.73%
1 year	+19.93%	+39.95%
5 years(CAGR)	+7.33%	+19.13%
10 years(CAGR)	+10.50%	+8.79%
Max(CAGR)	+6.52%	+7.27%

Winner

BDJ

+2.69%

IYE

-4.01%

BDJ

-3.61%

Winner

IYE

+4.75%

BDJ

+8.44%

Winner

IYE

+25.73%

BDJ

+19.93%

Winner

IYE

+39.95%

5Y(CAGR)

BDJ

+7.33%

Winner

IYE

+19.13%

10Y(CAGR)

Winner

BDJ

+10.50%

IYE

+8.79%

Max(CAGR)

BDJ

+6.52%

Winner

IYE

+7.27%

BDJ vs IYE - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BDJ	IYE
2026	+0.64%	+22.32%
2025	+25.92%	+6.06%
2024	+16.11%	+5.01%
2023	-6.20%	+1.78%
2022	+0.16%	+55.61%
2021	+27.16%	+53.06%
2020	-7.56%	-34.05%
2019	+35.36%	+7.69%
2018	-10.32%	-20.69%
2017	+20.33%	-3.06%
2016	+17.28%	+25.79%
2015	+0.64%	-22.56%
2014	+9.46%	-8.39%
2013	+16.64%	+22.67%
2012	+9.89%	+1.63%
2011	-11.57%	+2.91%
2010	+9.95%	+15.56%
2009	+15.40%	+13.70%
2008	-17.55%	-37.78%
2007	-18.38%	+41.04%
2006	+28.04%	+15.31%
2005	-12.89%	+39.26%
2004	N/A	+32.27%
2003	N/A	+24.20%
2002	N/A	-15.27%
2001	N/A	-11.91%
2000	N/A	+6.75%

BDJ vs IYE Drawdown Comparison

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

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The current BDJ drawdown is -3.84%. The current IYE drawdown is -10.74%.

Rank	BDJ	IYE
#1	-59.48% May 11, 2007 - Jul 18, 2013	-73.74% Jun 23, 2014 - May 6, 2022
#2	-48.16% Dec 31, 2019 - Mar 9, 2021	-55.81% May 20, 2008 - Sep 18, 2013
#3	-22.47% Sep 20, 2018 - Jul 24, 2019	-39.58% May 18, 2001 - Jun 23, 2004
#4	-21.40% Feb 2, 2023 - Jul 10, 2024	-25.60% Jun 7, 2022 - Oct 28, 2022
#5	-18.36% Jan 12, 2022 - Jan 12, 2023	-20.37% Nov 22, 2024 - Jan 5, 2026
#6	-17.83% Sep 6, 2005 - Aug 2, 2006	-18.82% Nov 15, 2022 - Mar 21, 2024
#7	-16.25% May 14, 2015 - May 24, 2016	-16.18% Jan 3, 2008 - Apr 16, 2008
#8	-14.38% Feb 28, 2025 - Jun 25, 2025	-15.79% Sep 29, 2005 - Jan 17, 2006
#9	-12.27% Feb 26, 2026 - Mar 30, 2026	-15.40% May 10, 2006 - Nov 9, 2006
#10	-10.42% Jan 26, 2018 - Jul 31, 2018	-14.87% Mar 4, 2005 - Jun 17, 2005
#11	-9.75% Nov 18, 2024 - Feb 5, 2025	-14.10% Mar 9, 2001 - Apr 26, 2001
#12	-9.11% Jun 11, 2021 - Jan 12, 2022	-12.60% Apr 5, 2024 - Nov 20, 2024
#13	-7.94% Jul 23, 2014 - Oct 28, 2014	-12.57% Jul 19, 2007 - Sep 18, 2007
#14	-7.06% Aug 17, 2016 - Nov 16, 2016	-12.38% Oct 12, 2000 - Mar 7, 2001
#15	-5.63% Jul 31, 2024 - Aug 23, 2024	-12.31% Dec 14, 2006 - Apr 4, 2007

Correlation

Correlation between BDJ and IYE is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

BDJ vs IYE dividend yield comparison.

Year	BDJ	IYE
2026	2.69%	0.52%
2025	9.03%	2.85%
2024	8.21%	2.75%
2023	9.49%	2.99%
2022	12.18%	3.37%
2021	5.95%	2.98%
2020	7.08%	4.75%
2019	6.66%	6.60%
2018	7.21%	3.16%
2017	6.07%	2.66%
2016	6.88%	2.11%
2015	7.36%	3.39%
2014	6.90%	2.05%
2013	7.05%	1.54%
2012	9.05%	1.67%
2011	10.68%	1.40%
2010	11.26%	1.28%
2009	12.51%	1.47%
2008	13.44%	1.54%
2007	9.88%	0.82%
2006	8.67%	1.05%
2005	2.39%	0.93%
2004	0.00%	1.18%
2003	0.00%	1.48%
2002	0.00%	1.75%
2001	0.00%	1.30%
2000	0.00%	0.48%