BDJ vs VTWG
Comparison between BlackRock Enhanced Equity Dividend Trust (BDJ, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).
5-Year PerformanceBDJ has outperformed VTWG, delivering a return of +8.7% compared to +5.7%
BDJ vs VTWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BDJ vs VTWG - Historical Returns
Returns include dividend reinvestment.
BDJ vs VTWG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BDJ | VTWG |
|---|---|---|
| 2026 | +9.03% | +17.84% |
| 2025 | +25.92% | +12.58% |
| 2024 | +16.11% | +16.28% |
| 2023 | -6.20% | +19.64% |
| 2022 | +0.16% | -27.33% |
| 2021 | +27.16% | +4.39% |
| 2020 | -7.56% | +34.55% |
| 2019 | +35.36% | +28.92% |
| 2018 | -10.32% | -10.03% |
| 2017 | +20.33% | +21.89% |
| 2016 | +17.28% | +14.43% |
| 2015 | +0.64% | +0.17% |
| 2014 | +9.46% | +7.43% |
| 2013 | +16.64% | +39.98% |
| 2012 | +9.89% | +13.18% |
| 2011 | -11.57% | -4.95% |
| 2010 | +9.95% | +21.68% |
| 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 VTWG Drawdown Comparison
The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The current BDJ drawdown is -0.51%. The current VTWG drawdown is -2.42%.
| Rank | BDJ | VTWG |
|---|---|---|
| #1 | -59.48% May 11, 2007 - Jul 18, 2013 | -42.07% Feb 9, 2021 - Oct 6, 2025 |
| #2 | -48.16% Dec 31, 2019 - Mar 9, 2021 | -40.36% Feb 19, 2020 - Aug 7, 2020 |
| #3 | -22.47% Sep 20, 2018 - Jul 24, 2019 | -29.43% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -21.40% Feb 2, 2023 - Jul 10, 2024 | -28.77% Jun 23, 2015 - Dec 8, 2016 |
| #5 | -18.36% Jan 12, 2022 - Jan 12, 2023 | -28.53% Aug 31, 2018 - Jan 14, 2020 |
| #6 | -17.83% Sep 6, 2005 - Aug 2, 2006 | -14.88% Jan 22, 2026 - Apr 17, 2026 |
| #7 | -16.25% May 14, 2015 - May 24, 2016 | -14.50% Mar 4, 2014 - Dec 24, 2014 |
| #8 | -14.38% Feb 28, 2025 - Jun 25, 2025 | -11.04% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -12.27% Feb 26, 2026 - Jun 29, 2026 | -10.08% Oct 15, 2025 - Dec 10, 2025 |
| #10 | -10.42% Jan 26, 2018 - Jul 31, 2018 | -8.87% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -9.75% Nov 18, 2024 - Feb 5, 2025 | -7.87% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -9.11% Jun 11, 2021 - Jan 12, 2022 | -7.69% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -7.94% Jul 23, 2014 - Oct 28, 2014 | -7.69% Jun 30, 2026 - Jul 29, 2026 |
| #14 | -7.06% Aug 17, 2016 - Nov 16, 2016 | -7.51% Oct 12, 2020 - Nov 5, 2020 |
| #15 | -5.63% Jul 31, 2024 - Aug 23, 2024 | -7.28% Mar 12, 2018 - May 16, 2018 |
Correlation
Correlation between BDJ and VTWG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
BDJ vs VTWG dividend yield comparison.
| Year | BDJ | VTWG |
|---|---|---|
| 2026 | 4.44% | 0.27% |
| 2025 | 9.03% | 0.64% |
| 2024 | 8.21% | 0.55% |
| 2023 | 9.49% | 0.79% |
| 2022 | 12.18% | 0.71% |
| 2021 | 5.95% | 0.54% |
| 2020 | 7.08% | 0.48% |
| 2019 | 6.66% | 0.72% |
| 2018 | 7.21% | 0.72% |
| 2017 | 6.07% | 0.64% |
| 2016 | 6.88% | 0.96% |
| 2015 | 7.36% | 0.72% |
| 2014 | 6.90% | 0.62% |
| 2013 | 7.05% | 0.56% |
| 2012 | 9.05% | 0.81% |
| 2011 | 10.68% | 0.30% |
| 2010 | 11.26% | 0.27% |
| 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% |
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