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BDJ vs VIOV

Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES (VIOV, ETF).

5-Year PerformanceBDJ has outperformed VIOV, delivering a return of +7.3% compared to +5.9%

BDJ vs VIOV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BDJ
$1.70B
VIOV
$1.70B
Expense Ratio
BDJ
N/A
VIOV
0.10%
Max Drawdown
BDJ
67.29%
Winner
VIOV
48.88%
Sharpe Ratio
BDJ
1.32
Winner
VIOV
1.77
5Y Beta
Winner
BDJ
0.68
VIOV
0.99
P/E Ratio
BDJ
N/A
VIOV
82.03
Forward P/E
BDJ
N/A
VIOV
12.89
5Y Dividends CAGR
BDJ
8.87%
Winner
VIOV
19.62%
5Y EPS CAGR
BDJ
N/A
VIOV
5.91%
Debt to Equity
BDJ
N/A
VIOV
53.72%
P/S Ratio
BDJ
N/A
VIOV
0.85
P/B Ratio
BDJ
N/A
VIOV
1.50

BDJ vs VIOV - Historical Returns

Returns include dividend reinvestment.

1M
BDJ
+2.69%
Winner
VIOV
+6.09%
3M
BDJ
-3.61%
Winner
VIOV
+3.11%
6M
BDJ
+8.44%
Winner
VIOV
+18.37%
1Y
BDJ
+19.93%
Winner
VIOV
+39.49%
5Y(CAGR)
Winner
BDJ
+7.33%
VIOV
+5.93%
10Y(CAGR)
Winner
BDJ
+10.50%
VIOV
+10.43%
Max(CAGR)
BDJ
+6.52%
Winner
VIOV
+11.77%

BDJ vs VIOV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearBDJVIOV
2026+0.64%+13.61%
2025+25.92%+7.23%
2024+16.11%+7.72%
2023-6.20%+15.11%
2022+0.16%-12.67%
2021+27.16%+32.30%
2020-7.56%+2.90%
2019+35.36%+23.35%
2018-10.32%-13.65%
2017+20.33%+10.58%
2016+17.28%+33.52%
2015+0.64%-5.30%
2014+9.46%+8.67%
2013+16.64%+36.44%
2012+9.89%+15.46%
2011-11.57%-3.29%
2010+9.95%+24.60%
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 VIOV Drawdown Comparison

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

The maximum drawdown for VIOV was -47.36%, occurring on Mar 23, 2020. Recovery took 597 trading sessions.

The current BDJ drawdown is -3.84%. The current VIOV drawdown is -0.25%.

RankBDJVIOV
#1-59.48%
May 11, 2007 - Jul 18, 2013
-47.36%
Aug 22, 2018 - Jan 6, 2021
#2-48.16%
Dec 31, 2019 - Mar 9, 2021
-28.44%
Nov 25, 2024 - Dec 10, 2025
#3-22.47%
Sep 20, 2018 - Jul 24, 2019
-25.80%
Jul 7, 2011 - Feb 1, 2012
#4-21.40%
Feb 2, 2023 - Jul 10, 2024
-24.20%
Nov 5, 2021 - Jul 16, 2024
#5-18.36%
Jan 12, 2022 - Jan 12, 2023
-20.52%
Jun 23, 2015 - Jul 11, 2016
#6-17.83%
Sep 6, 2005 - Aug 2, 2006
-13.85%
Mar 27, 2012 - Sep 7, 2012
#7-16.25%
May 14, 2015 - May 24, 2016
-12.69%
Jun 8, 2021 - Nov 5, 2021
#8-14.38%
Feb 28, 2025 - Jun 25, 2025
-11.15%
Jul 3, 2014 - Dec 22, 2014
#9-12.27%
Feb 26, 2026 - Mar 30, 2026
-10.18%
Mar 12, 2021 - Jun 1, 2021
#10-10.42%
Jan 26, 2018 - Jul 31, 2018
-9.67%
Apr 7, 2011 - Jul 7, 2011
#11-9.75%
Nov 18, 2024 - Feb 5, 2025
-9.57%
Sep 14, 2012 - Jan 2, 2013
#12-9.11%
Jun 11, 2021 - Jan 12, 2022
-9.33%
Feb 6, 2026 - Apr 17, 2026
#13-7.94%
Jul 23, 2014 - Oct 28, 2014
-9.10%
Jul 31, 2024 - Sep 19, 2024
#14-7.06%
Aug 17, 2016 - Nov 16, 2016
-8.69%
Jan 22, 2018 - May 11, 2018
#15-5.63%
Jul 31, 2024 - Aug 23, 2024
-7.15%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between BDJ and VIOV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2005 - 2026)

BDJ vs VIOV dividend yield comparison.

YearBDJVIOV
20262.69%0.37%
20259.03%1.69%
20248.21%1.78%
20239.49%2.18%
202212.18%1.81%
20215.95%1.59%
20207.08%1.42%
20196.66%1.60%
20187.21%1.76%
20176.07%1.43%
20166.88%1.17%
20157.36%1.32%
20146.90%1.27%
20137.05%0.91%
20129.05%1.31%
201110.68%1.09%
201011.26%1.20%
200912.51%0.00%
200813.44%0.00%
20079.88%0.00%
20068.67%0.00%
20052.39%0.00%

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