BGY vs SPY
Comparison between BlackRock Enhanced International Dividend Trust (BGY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BGY, delivering a return of +13.3% compared to +5.0%
BGY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BGY vs SPY - Historical Returns
Returns include dividend reinvestment.
BGY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BGY | SPY |
|---|---|---|
| 2026 | -0.48% | +8.26% |
| 2025 | +20.70% | +18.00% |
| 2024 | +9.08% | +25.59% |
| 2023 | +12.19% | +26.72% |
| 2022 | -14.82% | -18.64% |
| 2021 | +15.55% | +30.52% |
| 2020 | +7.61% | +17.28% |
| 2019 | +26.35% | +31.09% |
| 2018 | -18.23% | -5.24% |
| 2017 | +28.36% | +20.78% |
| 2016 | -0.73% | +13.59% |
| 2015 | +1.22% | +1.31% |
| 2014 | -8.93% | +14.56% |
| 2013 | +17.93% | +29.00% |
| 2012 | +11.15% | +14.17% |
| 2011 | -20.35% | +0.85% |
| 2010 | +1.55% | +13.14% |
| 2009 | +55.35% | +22.67% |
| 2008 | -39.38% | -36.25% |
| 2007 | -11.49% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BGY vs SPY Drawdown Comparison
The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BGY drawdown is -6.94%. The current SPY drawdown is -2.90%.
| Rank | BGY | SPY |
|---|---|---|
| #1 | -64.31% May 30, 2007 - Dec 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.09% Feb 10, 2020 - Nov 11, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.45% Jun 15, 2021 - Mar 8, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.58% Jul 3, 2014 - Jul 14, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.66% Jan 22, 2018 - Jan 16, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.46% Feb 25, 2026 - Mar 27, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.00% Mar 18, 2025 - May 15, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.13% Nov 25, 2024 - Mar 3, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.19% Jan 21, 2014 - Feb 28, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.63% Mar 28, 2024 - May 15, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.17% Jul 16, 2024 - Aug 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.82% Sep 30, 2024 - Nov 25, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.38% Oct 8, 2025 - Dec 10, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.78% Jul 25, 2017 - Sep 8, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.21% May 22, 2025 - Jul 24, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BGY and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BGY vs SPY dividend yield comparison.
| Year | BGY | SPY |
|---|---|---|
| 2026 | 3.77% | 0.24% |
| 2025 | 8.69% | 1.07% |
| 2024 | 7.80% | 1.21% |
| 2023 | 7.70% | 1.40% |
| 2022 | 8.08% | 1.65% |
| 2021 | 6.46% | 1.20% |
| 2020 | 6.91% | 1.52% |
| 2019 | 6.89% | 1.75% |
| 2018 | 8.90% | 2.04% |
| 2017 | 6.99% | 1.80% |
| 2016 | 9.47% | 2.03% |
| 2015 | 9.42% | 2.06% |
| 2014 | 9.86% | 1.87% |
| 2013 | 8.26% | 1.81% |
| 2012 | 10.55% | 2.18% |
| 2011 | 18.99% | 2.05% |
| 2010 | 14.50% | 1.80% |
| 2009 | 15.75% | 1.95% |
| 2008 | 25.19% | 3.02% |
| 2007 | 5.41% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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