BOE vs FDRR

Comparison between BlackRock Enhanced Global Dividend Trust (BOE, ETF) and FIDELITY DIVIDEND ETF FOR RISING RATES (FDRR, ETF).

5-Year PerformanceFDRR has outperformed BOE, delivering a return of +12.8% compared to +7.8%

BOE vs FDRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOE(ETF)	FDRR(ETF)
Net Assets	$735M	$737M
Expense Ratio	N/A	0.15%
Max Drawdown	76.22%	37.57%
Sharpe Ratio	1.15	1.76
5Y Beta	0.67	0.85
P/E Ratio	N/A	22.35
Forward P/E	N/A	18.49
PEG Ratio	N/A	0.36
5Y Dividends CAGR	7.30%	10.09%
5Y EPS CAGR	N/A	22.10%
Debt to Equity	N/A	-203.71%
P/S Ratio	N/A	2.72
P/B Ratio	N/A	4.18

Net Assets

BOE

$735M

Winner

FDRR

$737M

Expense Ratio

BOE

N/A

FDRR

0.15%

Max Drawdown

BOE

76.22%

Winner

FDRR

37.57%

Sharpe Ratio

BOE

1.15

Winner

FDRR

1.76

5Y Beta

Winner

BOE

0.67

FDRR

0.85

P/E Ratio

BOE

N/A

FDRR

22.35

Forward P/E

BOE

N/A

FDRR

18.49

PEG Ratio

BOE

N/A

FDRR

0.36

5Y Dividends CAGR

BOE

7.30%

Winner

FDRR

10.09%

5Y EPS CAGR

BOE

N/A

FDRR

22.10%

Debt to Equity

BOE

N/A

FDRR

-203.71%

P/S Ratio

BOE

N/A

FDRR

2.72

P/B Ratio

BOE

N/A

FDRR

4.18

BOE vs FDRR - Historical Returns

Returns include dividend reinvestment.

Period	BOE	FDRR
1 month	+4.89%	+3.26%
3 months	+6.87%	+6.26%
6 months	+7.93%	+13.03%
1 year	+17.00%	+24.02%
5 years(CAGR)	+7.80%	+12.83%
10 years(CAGR)	+9.23%	+13.86%
Max(CAGR)	+6.46%	+13.86%

Winner

BOE

+4.89%

FDRR

+3.26%

Winner

BOE

+6.87%

FDRR

+6.26%

BOE

+7.93%

Winner

FDRR

+13.03%

BOE

+17.00%

Winner

FDRR

+24.02%

5Y(CAGR)

BOE

+7.80%

Winner

FDRR

+12.83%

10Y(CAGR)

BOE

+9.23%

Winner

FDRR

+13.86%

Max(CAGR)

BOE

+6.46%

Winner

FDRR

+13.86%

BOE vs FDRR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BOE	FDRR
2026	+11.20%	+14.50%
2025	+17.97%	+21.77%
2024	+17.13%	+20.40%
2023	+11.38%	+13.56%
2022	-16.90%	-10.26%
2021	+20.59%	+27.82%
2020	+6.80%	+7.84%
2019	+23.58%	+26.46%
2018	-20.76%	-4.40%
2017	+27.78%	+18.34%
2016	+0.14%	+5.55%
2015	+5.73%	N/A
2014	-4.48%	N/A
2013	+21.27%	N/A
2012	+10.24%	N/A
2011	-19.47%	N/A
2010	+8.08%	N/A
2009	+29.61%	N/A
2008	-36.80%	N/A
2007	+11.31%	N/A
2006	+36.12%	N/A
2005	-5.45%	N/A

BOE vs FDRR Drawdown Comparison

The maximum drawdown for BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1481 trading sessions.

The maximum drawdown for FDRR was -36.47%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The current BOE drawdown is -0.48%. The current FDRR drawdown is -1.08%.

Rank	BOE	FDRR
#1	-59.26% Dec 31, 2007 - Nov 15, 2013	-36.47% Feb 12, 2020 - Nov 24, 2020
#2	-36.58% Jan 22, 2020 - Nov 25, 2020	-20.92% Jan 4, 2022 - Dec 14, 2023
#3	-26.13% Jan 12, 2022 - May 10, 2024	-18.04% Feb 19, 2025 - Jun 26, 2025
#4	-24.50% Jan 12, 2018 - Jan 22, 2020	-15.96% Sep 21, 2018 - Apr 4, 2019
#5	-20.87% Jun 15, 2007 - Oct 4, 2007	-9.97% Jan 26, 2018 - Aug 27, 2018
#6	-20.45% Jun 18, 2015 - Feb 3, 2017	-8.51% Feb 6, 2026 - Apr 17, 2026
#7	-15.03% May 30, 2014 - May 20, 2015	-8.04% May 3, 2019 - Jul 3, 2019
#8	-14.54% Feb 18, 2025 - May 16, 2025	-7.65% Jul 16, 2024 - Aug 19, 2024
#9	-12.02% Jan 3, 2007 - Apr 24, 2007	-6.64% Jul 26, 2019 - Sep 11, 2019
#10	-11.51% Feb 25, 2026 - May 11, 2026	-5.03% Mar 28, 2024 - May 13, 2024
#11	-10.48% May 9, 2006 - Aug 11, 2006	-4.69% Dec 5, 2024 - Feb 13, 2025
#12	-10.27% Aug 18, 2005 - Jan 6, 2006	-4.34% Sep 2, 2021 - Oct 20, 2021
#13	-7.54% Oct 31, 2007 - Dec 6, 2007	-4.28% Jun 1, 2026 - Jul 16, 2026
#14	-6.88% Aug 13, 2021 - Jan 3, 2022	-4.12% Oct 28, 2025 - Nov 26, 2025
#15	-6.83% Jan 22, 2014 - Feb 28, 2014	-4.04% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between BOE and FDRR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2005 - 2026)

BOE vs FDRR dividend yield comparison.

Year	BOE	FDRR
2026	5.33%	1.10%
2025	8.47%	2.21%
2024	7.20%	2.61%
2023	7.62%	2.93%
2022	7.91%	2.75%
2021	6.21%	2.09%
2020	6.93%	2.85%
2019	6.88%	2.89%
2018	9.03%	3.20%
2017	18.90%	2.89%
2016	9.08%	0.61%
2015	9.12%	0.00%
2014	8.65%	0.00%
2013	8.33%	0.00%
2012	12.88%	0.00%
2011	17.22%	0.00%
2010	12.40%	0.00%
2009	12.04%	0.00%
2008	14.09%	0.00%
2007	10.44%	0.00%
2006	6.86%	0.00%
2005	5.04%	0.00%