BGR vs MDIV
Comparison between Blackrock Energy & Resources Trust (BGR, ETF) and MULTI-ASSET DIVERSIFIED INCOME INDEX FUND (MDIV, ETF).
5-Year PerformanceBGR has outperformed MDIV, delivering a return of +20.7% compared to +6.6%
BGR vs MDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGR vs MDIV - Historical Returns
Returns include dividend reinvestment.
BGR vs MDIV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | BGR | MDIV |
|---|---|---|
| 2026 | +22.28% | +10.47% |
| 2025 | +15.82% | +3.39% |
| 2024 | +6.81% | +9.49% |
| 2023 | +8.65% | +11.51% |
| 2022 | +35.34% | -4.81% |
| 2021 | +40.63% | +17.67% |
| 2020 | -36.99% | -14.93% |
| 2019 | +19.20% | +17.66% |
| 2018 | -22.52% | -6.11% |
| 2017 | +3.74% | +4.95% |
| 2016 | +22.24% | +11.26% |
| 2015 | -33.12% | -8.76% |
| 2014 | -7.63% | +8.75% |
| 2013 | +18.24% | +8.41% |
| 2012 | +0.04% | +0.64% |
| 2011 | -9.68% | N/A |
| 2010 | +16.48% | N/A |
| 2009 | +67.69% | N/A |
| 2008 | -48.37% | N/A |
| 2007 | +30.98% | N/A |
| 2006 | +15.81% | N/A |
| 2005 | +11.02% | N/A |
| 2004 | +0.12% | N/A |
BGR vs MDIV Drawdown Comparison
The maximum drawdown for BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 2437 trading sessions.
The maximum drawdown for MDIV was -48.50%, occurring on Mar 18, 2020. Recovery took 501 trading sessions.
The current BGR drawdown is -4.24%. The current MDIV drawdown is -0.84%.
| Rank | BGR | MDIV |
|---|---|---|
| #1 | -72.81% Jul 24, 2014 - Apr 1, 2024 | -48.50% Jan 16, 2020 - Jan 11, 2022 |
| #2 | -69.70% Jul 1, 2008 - Feb 25, 2011 | -19.82% Aug 29, 2014 - Aug 29, 2016 |
| #3 | -31.48% Apr 5, 2011 - Dec 26, 2013 | -13.01% Feb 2, 2023 - Dec 13, 2023 |
| #4 | -20.56% Jul 17, 2007 - Dec 26, 2007 | -12.62% Apr 20, 2022 - Feb 2, 2023 |
| #5 | -18.26% Feb 19, 2025 - Jun 20, 2025 | -12.37% Aug 21, 2018 - Feb 19, 2019 |
| #6 | -14.48% Mar 27, 2026 - Jun 24, 2026 | -9.61% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -14.27% Jan 3, 2008 - Feb 26, 2008 | -8.93% Sep 7, 2016 - Jan 24, 2017 |
| #8 | -12.37% Oct 3, 2005 - Jan 10, 2006 | -8.17% May 17, 2013 - Mar 18, 2014 |
| #9 | -12.12% Mar 4, 2005 - Jul 5, 2005 | -8.01% Jan 23, 2018 - Aug 7, 2018 |
| #10 | -11.34% Feb 28, 2008 - Apr 8, 2008 | -6.37% Oct 18, 2012 - Jan 2, 2013 |
| #11 | -9.69% Jan 7, 2014 - Apr 9, 2014 | -4.37% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -9.38% May 10, 2006 - Oct 19, 2006 | -4.13% Jul 30, 2019 - Sep 16, 2019 |
| #13 | -8.60% Nov 26, 2024 - Feb 11, 2025 | -3.48% Apr 1, 2024 - May 3, 2024 |
| #14 | -7.67% Aug 26, 2024 - Oct 3, 2024 | -3.39% Aug 29, 2025 - Jan 8, 2026 |
| #15 | -7.45% Jan 30, 2006 - Apr 19, 2006 | -3.32% Jul 1, 2014 - Aug 20, 2014 |
Correlation
Correlation between BGR and MDIV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
BGR vs MDIV dividend yield comparison.
| Year | BGR | MDIV |
|---|---|---|
| 2026 | 4.19% | 4.08% |
| 2025 | 8.62% | 6.51% |
| 2024 | 6.66% | 6.40% |
| 2023 | 6.22% | 6.08% |
| 2022 | 4.62% | 6.71% |
| 2021 | 4.75% | 5.30% |
| 2020 | 9.26% | 6.00% |
| 2019 | 7.84% | 5.90% |
| 2018 | 8.91% | 6.76% |
| 2017 | 6.57% | 6.04% |
| 2016 | 6.90% | 6.35% |
| 2015 | 11.93% | 7.38% |
| 2014 | 13.16% | 5.73% |
| 2013 | 16.95% | 5.67% |
| 2012 | 6.88% | 1.61% |
| 2011 | 7.23% | 0.00% |
| 2010 | 5.64% | 0.00% |
| 2009 | 6.32% | 0.00% |
| 2008 | 10.25% | 0.00% |
| 2007 | 10.87% | 0.00% |
| 2006 | 9.15% | 0.00% |
| 2005 | 8.43% | 0.00% |
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