BDJ vs RWJ
Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceRWJ has outperformed BDJ, delivering a return of +7.8% compared to +6.6%
BDJ vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BDJ vs RWJ - Historical Returns
Returns include dividend reinvestment.
BDJ vs RWJ - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BDJ | RWJ |
|---|---|---|
| 2026 | +0.79% | +15.22% |
| 2025 | +25.92% | +8.28% |
| 2024 | +16.11% | +11.98% |
| 2023 | -6.20% | +16.69% |
| 2022 | +0.16% | -12.27% |
| 2021 | +27.16% | +54.19% |
| 2020 | -7.56% | +21.02% |
| 2019 | +35.36% | +17.99% |
| 2018 | -10.32% | -18.19% |
| 2017 | +20.33% | +4.20% |
| 2016 | +17.28% | +32.88% |
| 2015 | +0.64% | -7.94% |
| 2014 | +9.46% | +7.70% |
| 2013 | +16.64% | +41.60% |
| 2012 | +9.89% | +16.48% |
| 2011 | -11.57% | -2.72% |
| 2010 | +9.95% | +22.38% |
| 2009 | +15.40% | +44.07% |
| 2008 | -17.55% | -27.28% |
| 2007 | -18.38% | N/A |
| 2006 | +28.04% | N/A |
| 2005 | -12.89% | N/A |
BDJ vs RWJ Drawdown Comparison
The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current BDJ drawdown is -3.70%. The current RWJ drawdown is -1.11%.
| Rank | BDJ | RWJ |
|---|---|---|
| #1 | -59.48% May 11, 2007 - Jul 18, 2013 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -48.16% Dec 31, 2019 - Mar 9, 2021 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -22.47% Sep 20, 2018 - Jul 24, 2019 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -21.40% Feb 2, 2023 - Jul 10, 2024 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -18.36% Jan 12, 2022 - Jan 12, 2023 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -17.83% Sep 6, 2005 - Aug 2, 2006 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -16.25% May 14, 2015 - May 24, 2016 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -14.38% Feb 28, 2025 - Jun 25, 2025 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -12.27% Feb 26, 2026 - Mar 30, 2026 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -10.42% Jan 26, 2018 - Jul 31, 2018 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -9.75% Nov 18, 2024 - Feb 5, 2025 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -9.11% Jun 11, 2021 - Jan 12, 2022 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -7.94% Jul 23, 2014 - Oct 28, 2014 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -7.06% Aug 17, 2016 - Nov 16, 2016 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -5.63% Jul 31, 2024 - Aug 23, 2024 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between BDJ and RWJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
BDJ vs RWJ dividend yield comparison.
| Year | BDJ | RWJ |
|---|---|---|
| 2026 | 3.38% | 0.28% |
| 2025 | 9.03% | 1.11% |
| 2024 | 8.21% | 1.15% |
| 2023 | 9.49% | 1.34% |
| 2022 | 12.18% | 1.02% |
| 2021 | 5.95% | 0.61% |
| 2020 | 7.08% | 0.89% |
| 2019 | 6.66% | 1.22% |
| 2018 | 7.21% | 1.44% |
| 2017 | 6.07% | 1.11% |
| 2016 | 6.88% | 0.61% |
| 2015 | 7.36% | 0.74% |
| 2014 | 6.90% | 0.57% |
| 2013 | 7.05% | 1.27% |
| 2012 | 9.05% | 1.34% |
| 2011 | 10.68% | 0.37% |
| 2010 | 11.26% | 0.39% |
| 2009 | 12.51% | 0.24% |
| 2008 | 13.44% | 0.85% |
| 2007 | 9.88% | 0.00% |
| 2006 | 8.67% | 0.00% |
| 2005 | 2.39% | 0.00% |
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