BDJ vs IYJ

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

5-Year PerformanceIYJ has outperformed BDJ, delivering a return of +8.9% compared to +7.9%

BDJ vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDJ(ETF)	IYJ(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	N/A	0.38%
Max Drawdown	67.29%	62.80%
Sharpe Ratio	1.21	0.90
5Y Beta	0.67	0.92
P/E Ratio	N/A	31.22
Forward P/E	N/A	23.17
5Y Dividends CAGR	7.36%	5.34%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	N/A	64.79%
P/S Ratio	N/A	3.10
P/B Ratio	N/A	6.02

Net Assets

BDJ

$1.80B

IYJ

$1.80B

Expense Ratio

BDJ

N/A

IYJ

0.38%

Max Drawdown

BDJ

67.29%

Winner

IYJ

62.80%

Sharpe Ratio

Winner

BDJ

1.21

IYJ

0.90

5Y Beta

Winner

BDJ

0.67

IYJ

0.92

P/E Ratio

BDJ

N/A

IYJ

31.22

Forward P/E

BDJ

N/A

IYJ

23.17

5Y Dividends CAGR

Winner

BDJ

7.36%

IYJ

5.34%

5Y EPS CAGR

BDJ

N/A

IYJ

11.95%

Debt to Equity

BDJ

N/A

IYJ

64.79%

P/S Ratio

BDJ

N/A

IYJ

3.10

P/B Ratio

BDJ

N/A

IYJ

6.02

BDJ vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	BDJ	IYJ
1 month	+1.65%	+2.69%
3 months	+9.23%	+8.19%
6 months	+3.34%	+6.89%
1 year	+18.76%	+16.33%
5 years(CAGR)	+7.88%	+8.86%
10 years(CAGR)	+10.22%	+13.05%
Max(CAGR)	+6.59%	+9.09%

BDJ

+1.65%

Winner

IYJ

+2.69%

Winner

BDJ

+9.23%

IYJ

+8.19%

BDJ

+3.34%

Winner

IYJ

+6.89%

Winner

BDJ

+18.76%

IYJ

+16.33%

5Y(CAGR)

BDJ

+7.88%

Winner

IYJ

+8.86%

10Y(CAGR)

BDJ

+10.22%

Winner

IYJ

+13.05%

Max(CAGR)

BDJ

+6.59%

Winner

IYJ

+9.09%

BDJ vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BDJ	IYJ
2026	+2.79%	+7.01%
2025	+25.92%	+12.53%
2024	+16.11%	+18.77%
2023	-6.20%	+19.58%
2022	+0.16%	-13.50%
2021	+27.16%	+19.46%
2020	-7.56%	+17.05%
2019	+35.36%	+33.83%
2018	-10.32%	-11.11%
2017	+20.33%	+24.79%
2016	+17.28%	+22.57%
2015	+0.64%	-0.32%
2014	+9.46%	+9.85%
2013	+16.64%	+38.45%
2012	+9.89%	+17.28%
2011	-11.57%	-0.58%
2010	+9.95%	+25.48%
2009	+15.40%	+24.03%
2008	-17.55%	-37.58%
2007	-18.38%	+14.10%
2006	+28.04%	+13.52%
2005	-12.89%	+6.41%
2004	N/A	+17.61%
2003	N/A	+29.55%
2002	N/A	-24.28%
2001	N/A	-4.21%
2000	N/A	-6.08%

BDJ vs IYJ Drawdown Comparison

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

The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.

The current BDJ drawdown is -1.79%. The current IYJ drawdown is -1.60%.

Rank	BDJ	IYJ
#1	-59.48% May 11, 2007 - Jul 18, 2013	-61.12% Oct 9, 2007 - Feb 1, 2011
#2	-48.16% Dec 31, 2019 - Mar 9, 2021	-48.70% Sep 1, 2000 - Dec 1, 2005
#3	-22.47% Sep 20, 2018 - Jul 24, 2019	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-21.40% Feb 2, 2023 - Jul 10, 2024	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-18.36% Jan 12, 2022 - Jan 12, 2023	-26.11% Apr 29, 2011 - Mar 13, 2012
#6	-17.83% Sep 6, 2005 - Aug 2, 2006	-23.50% Sep 21, 2018 - Apr 5, 2019
#7	-16.25% May 14, 2015 - May 24, 2016	-19.67% Nov 29, 2024 - Jul 1, 2025
#8	-14.38% Feb 28, 2025 - Jun 25, 2025	-14.15% May 21, 2015 - Mar 30, 2016
#9	-12.27% Feb 26, 2026 - Mar 30, 2026	-13.10% May 9, 2006 - Dec 18, 2006
#10	-10.42% Jan 26, 2018 - Jul 31, 2018	-11.67% Mar 19, 2012 - Sep 13, 2012
#11	-9.75% Nov 18, 2024 - Feb 5, 2025	-11.39% Mar 2, 2026 - Jun 16, 2026
#12	-9.11% Jun 11, 2021 - Jan 12, 2022	-10.78% Jan 26, 2018 - Sep 12, 2018
#13	-7.94% Jul 23, 2014 - Oct 28, 2014	-10.40% Jul 19, 2007 - Oct 5, 2007
#14	-7.06% Aug 17, 2016 - Nov 16, 2016	-9.96% Jun 9, 2014 - Oct 31, 2014
#15	-5.63% Jul 31, 2024 - Aug 23, 2024	-8.24% Jul 20, 2000 - Aug 21, 2000

Correlation

Correlation between BDJ and IYJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2000 - 2026)

BDJ vs IYJ dividend yield comparison.

Year	BDJ	IYJ
2026	4.01%	0.30%
2025	9.03%	0.83%
2024	8.21%	0.88%
2023	9.49%	1.05%
2022	12.18%	1.05%
2021	5.95%	0.76%
2020	7.08%	1.74%
2019	6.66%	2.63%
2018	7.21%	2.86%
2017	6.07%	2.58%
2016	6.88%	2.77%
2015	7.36%	3.05%
2014	6.90%	2.92%
2013	7.05%	2.29%
2012	9.05%	3.32%
2011	10.68%	3.09%
2010	11.26%	3.11%
2009	12.51%	3.44%
2008	13.44%	4.63%
2007	9.88%	2.41%
2006	8.67%	2.14%
2005	2.39%	2.19%
2004	0.00%	1.64%
2003	0.00%	1.60%
2002	0.00%	1.92%
2001	0.00%	1.19%
2000	0.00%	1.00%