BDJ vs JPIB

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF).

5-Year PerformanceBDJ has outperformed JPIB, delivering a return of +6.6% compared to +2.8%

BDJ vs JPIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BDJ(ETF)	JPIB(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	N/A	0.50%
Max Drawdown	67.29%	15.66%
Sharpe Ratio	1.09	0.20
5Y Beta	0.67	0.07
5Y Dividends CAGR	8.87%	12.88%

Net Assets

BDJ

$1.80B

Winner

JPIB

$1.90B

Expense Ratio

BDJ

N/A

JPIB

0.50%

Max Drawdown

BDJ

67.29%

Winner

JPIB

15.66%

Sharpe Ratio

Winner

BDJ

1.09

JPIB

0.20

5Y Beta

BDJ

0.67

Winner

JPIB

0.07

5Y Dividends CAGR

BDJ

8.87%

Winner

JPIB

12.88%

BDJ vs JPIB - Historical Returns

Returns include dividend reinvestment.

Period	BDJ	JPIB
1 month	+0.36%	+0.32%
3 months	-0.73%	-0.26%
6 months	+5.14%	+0.60%
1 year	+17.98%	+4.56%
5 years(CAGR)	+6.63%	+2.76%
10 years(CAGR)	+9.99%	+3.55%
Max(CAGR)	+6.50%	+3.55%

Winner

BDJ

+0.36%

JPIB

+0.32%

BDJ

-0.73%

Winner

JPIB

-0.26%

Winner

BDJ

+5.14%

JPIB

+0.60%

Winner

BDJ

+17.98%

JPIB

+4.56%

5Y(CAGR)

Winner

BDJ

+6.63%

JPIB

+2.76%

10Y(CAGR)

Winner

BDJ

+9.99%

JPIB

+3.55%

Max(CAGR)

Winner

BDJ

+6.50%

JPIB

+3.55%

BDJ vs JPIB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BDJ	JPIB
2026	+0.79%	+0.16%
2025	+25.92%	+7.89%
2024	+16.11%	+4.07%
2023	-6.20%	+8.43%
2022	+0.16%	-6.51%
2021	+27.16%	+0.08%
2020	-7.56%	+6.99%
2019	+35.36%	+10.58%
2018	-10.32%	-1.93%
2017	+20.33%	+2.61%
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 JPIB Drawdown Comparison

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

The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.

The current BDJ drawdown is -3.70%. The current JPIB drawdown is -1.45%.

Rank	BDJ	JPIB
#1	-59.48% May 11, 2007 - Jul 18, 2013	-13.13% Mar 4, 2020 - Jul 20, 2020
#2	-48.16% Dec 31, 2019 - Mar 9, 2021	-11.83% Sep 16, 2021 - Dec 14, 2023
#3	-22.47% Sep 20, 2018 - Jul 24, 2019	-3.75% Feb 26, 2026 - Mar 27, 2026
#4	-21.40% Feb 2, 2023 - Jul 10, 2024	-3.13% Jan 25, 2018 - Feb 1, 2019
#5	-18.36% Jan 12, 2022 - Jan 12, 2023	-2.19% Feb 11, 2021 - Jun 10, 2021
#6	-17.83% Sep 6, 2005 - Aug 2, 2006	-1.97% Sep 27, 2024 - Feb 5, 2025
#7	-16.25% May 14, 2015 - May 24, 2016	-1.93% Mar 8, 2024 - May 15, 2024
#8	-14.38% Feb 28, 2025 - Jun 25, 2025	-1.78% Aug 12, 2020 - Nov 5, 2020
#9	-12.27% Feb 26, 2026 - Mar 30, 2026	-1.51% Feb 21, 2020 - Mar 4, 2020
#10	-10.42% Jan 26, 2018 - Jul 31, 2018	-1.44% Feb 28, 2025 - Apr 22, 2025
#11	-9.75% Nov 18, 2024 - Feb 5, 2025	-1.27% Dec 28, 2023 - Jan 31, 2024
#12	-9.11% Jun 11, 2021 - Jan 12, 2022	-1.13% Feb 1, 2024 - Mar 7, 2024
#13	-7.94% Jul 23, 2014 - Oct 28, 2014	-0.91% Oct 28, 2025 - Dec 26, 2025
#14	-7.06% Aug 17, 2016 - Nov 16, 2016	-0.89% Nov 6, 2017 - Dec 1, 2017
#15	-5.63% Jul 31, 2024 - Aug 23, 2024	-0.86% Oct 7, 2019 - Dec 13, 2019

Correlation

Correlation between BDJ and JPIB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2005 - 2026)

BDJ vs JPIB dividend yield comparison.

Year	BDJ	JPIB
2026	3.38%	2.10%
2025	9.03%	4.85%
2024	8.21%	4.57%
2023	9.49%	4.35%
2022	12.18%	3.10%
2021	5.95%	2.59%
2020	7.08%	3.14%
2019	6.66%	4.66%
2018	7.21%	5.83%
2017	6.07%	1.81%
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%