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BGY vs RSPU

Comparison between BlackRock Enhanced International Dividend Trust (BGY, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).

5-Year PerformanceRSPU has outperformed BGY, delivering a return of +11.1% compared to +5.0%

BGY vs RSPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BGY
$574M
Winner
RSPU
$575M
Expense Ratio
BGY
N/A
RSPU
0.40%
Max Drawdown
BGY
80.86%
Winner
RSPU
51.30%
Sharpe Ratio
BGY
0.31
Winner
RSPU
0.79
5Y Beta
BGY
0.58
Winner
RSPU
0.32
P/E Ratio
BGY
N/A
RSPU
18.99
Forward P/E
BGY
N/A
RSPU
16.81
PEG Ratio
BGY
N/A
RSPU
0.86
5Y Dividends CAGR
Winner
BGY
6.43%
RSPU
5.68%
5Y EPS CAGR
BGY
N/A
RSPU
14.78%
Debt to Equity
BGY
N/A
RSPU
125.75%
P/S Ratio
BGY
N/A
RSPU
2.44
P/B Ratio
BGY
N/A
RSPU
2.18

BGY vs RSPU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BGY
-0.47%
RSPU
-2.45%
3M
Winner
BGY
-0.70%
RSPU
-3.44%
6M
BGY
+1.45%
Winner
RSPU
+6.48%
1Y
BGY
+6.59%
Winner
RSPU
+14.92%
5Y(CAGR)
BGY
+5.03%
Winner
RSPU
+11.06%
10Y(CAGR)
BGY
+7.31%
Winner
RSPU
+9.59%
Max(CAGR)
BGY
+3.40%
Winner
RSPU
+9.04%

BGY vs RSPU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearBGYRSPU
2026-0.48%+5.43%
2025+20.70%+16.42%
2024+9.08%+21.77%
2023+12.19%-3.20%
2022-14.82%+5.17%
2021+15.55%+19.91%
2020+7.61%-1.23%
2019+26.35%+25.34%
2018-18.23%+7.45%
2017+28.36%+9.02%
2016-0.73%+16.09%
2015+1.22%-4.67%
2014-8.93%+29.86%
2013+17.93%+11.25%
2012+11.15%+8.12%
2011-20.35%+12.75%
2010+1.55%+11.90%
2009+55.35%+20.78%
2008-39.38%-29.95%
2007-11.49%+9.97%
2006N/A+4.93%

BGY vs RSPU Drawdown Comparison

The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.

The current BGY drawdown is -6.94%. The current RSPU drawdown is -5.59%.

RankBGYRSPU
#1-64.31%
May 30, 2007 - Dec 24, 2013
-48.10%
May 22, 2007 - May 12, 2011
#2-34.09%
Feb 10, 2020 - Nov 11, 2020
-36.82%
Feb 18, 2020 - Aug 12, 2021
#3-28.45%
Jun 15, 2021 - Mar 8, 2024
-21.86%
Sep 12, 2022 - May 15, 2024
#4-25.58%
Jul 3, 2014 - Jul 14, 2017
-16.12%
Apr 20, 2022 - Aug 15, 2022
#5-23.66%
Jan 22, 2018 - Jan 16, 2020
-14.91%
May 20, 2011 - Dec 21, 2011
#6-15.46%
Feb 25, 2026 - Mar 27, 2026
-14.16%
Dec 29, 2014 - Feb 25, 2016
#7-15.00%
Mar 18, 2025 - May 15, 2025
-14.15%
Nov 30, 2017 - Aug 16, 2018
#8-9.13%
Nov 25, 2024 - Mar 3, 2025
-12.99%
Jul 22, 2016 - May 24, 2017
#9-7.19%
Jan 21, 2014 - Feb 28, 2014
-11.27%
Apr 30, 2013 - Feb 18, 2014
#10-6.63%
Mar 28, 2024 - May 15, 2024
-9.30%
Nov 29, 2024 - May 6, 2025
#11-6.17%
Jul 16, 2024 - Aug 16, 2024
-8.96%
Dec 13, 2018 - Mar 4, 2019
#12-5.82%
Sep 30, 2024 - Nov 25, 2024
-8.66%
Oct 18, 2012 - Feb 11, 2013
#13-5.38%
Oct 8, 2025 - Dec 10, 2025
-8.47%
Feb 27, 2026 - Jun 1, 2026
#14-4.78%
Jul 25, 2017 - Sep 8, 2017
-8.30%
Sep 2, 2021 - Dec 15, 2021
#15-4.21%
May 22, 2025 - Jul 24, 2025
-7.81%
Oct 15, 2025 - Feb 12, 2026

Correlation

Correlation between BGY and RSPU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2006 - 2026)

BGY vs RSPU dividend yield comparison.

YearBGYRSPU
20263.77%0.68%
20258.69%2.54%
20247.80%2.39%
20237.70%2.92%
20228.08%2.35%
20216.46%2.41%
20206.91%2.94%
20196.89%2.54%
20188.90%3.11%
20176.99%3.08%
20169.47%2.98%
20159.42%4.15%
20149.86%2.91%
20138.26%3.70%
201210.55%3.59%
201118.99%4.14%
201014.50%3.54%
200915.75%3.77%
200825.19%4.71%
20075.41%2.90%
20060.00%0.48%

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