BOE vs KSA

Comparison between BlackRock Enhanced Global Dividend Trust (BOE, ETF) and ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF).

5-Year PerformanceBOE has outperformed KSA, delivering a return of +6.6% compared to +1.5%

BOE vs KSA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOE(ETF)	KSA(ETF)
Net Assets	$723M	$722M
Expense Ratio	N/A	0.75%
Max Drawdown	76.22%	41.80%
Sharpe Ratio	0.89	-0.11
5Y Beta	0.68	0.48
5Y Dividends CAGR	7.30%	15.35%

Net Assets

Winner

BOE

$723M

KSA

$722M

Expense Ratio

BOE

N/A

KSA

0.75%

Max Drawdown

BOE

76.22%

Winner

KSA

41.80%

Sharpe Ratio

Winner

BOE

0.89

KSA

-0.11

5Y Beta

BOE

0.68

Winner

KSA

0.48

5Y Dividends CAGR

BOE

7.30%

Winner

KSA

15.35%

BOE vs KSA - Historical Returns

Returns include dividend reinvestment.

Period	BOE	KSA
1 month	+0.29%	-2.65%
3 months	+3.60%	+0.51%
6 months	+4.44%	+1.87%
1 year	+14.33%	+0.15%
5 years(CAGR)	+6.59%	+1.52%
10 years(CAGR)	+8.59%	+7.24%
Max(CAGR)	+6.14%	+5.94%

Winner

BOE

+0.29%

KSA

-2.65%

Winner

BOE

+3.60%

KSA

+0.51%

Winner

BOE

+4.44%

KSA

+1.87%

Winner

BOE

+14.33%

KSA

+0.15%

5Y(CAGR)

Winner

BOE

+6.59%

KSA

+1.52%

10Y(CAGR)

Winner

BOE

+8.59%

KSA

+7.24%

Max(CAGR)

Winner

BOE

+6.14%

KSA

+5.94%

BOE vs KSA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	BOE	KSA
2026	+2.91%	+1.82%
2025	+17.97%	-8.51%
2024	+17.13%	-1.75%
2023	+11.38%	+12.85%
2022	-16.90%	-7.14%
2021	+20.59%	+33.62%
2020	+6.80%	+1.25%
2019	+23.58%	+7.88%
2018	-20.76%	+13.85%
2017	+27.78%	+5.92%
2016	+0.14%	+10.81%
2015	+5.73%	-5.83%
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 KSA Drawdown Comparison

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

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

The current BOE drawdown is -2.98%. The current KSA drawdown is -18.41%.

Rank	BOE	KSA
#1	-59.26% Dec 31, 2007 - Nov 15, 2013	-40.56% May 3, 2019 - Mar 10, 2021
#2	-36.58% Jan 22, 2020 - Nov 25, 2020	-28.74% Oct 13, 2015 - Jun 21, 2017
#3	-26.13% Jan 12, 2022 - May 10, 2024	-28.10% Apr 18, 2022 - Mar 17, 2023
#4	-24.50% Jan 12, 2018 - Jan 22, 2020	-13.77% Jul 20, 2018 - Jan 16, 2019
#5	-20.87% Jun 15, 2007 - Oct 4, 2007	-10.56% Nov 12, 2021 - Jan 12, 2022
#6	-20.45% Jun 18, 2015 - Feb 3, 2017	-9.88% Jun 23, 2017 - Jan 12, 2018
#7	-15.03% May 30, 2014 - May 20, 2015	-5.79% Jan 26, 2018 - Mar 9, 2018
#8	-14.54% Feb 18, 2025 - May 16, 2025	-5.64% Apr 23, 2018 - Jun 1, 2018
#9	-12.02% Jan 3, 2007 - Apr 24, 2007	-5.13% Sep 17, 2015 - Oct 7, 2015
#10	-11.51% Feb 25, 2026 - May 11, 2026	-4.87% Apr 28, 2021 - Jun 1, 2021
#11	-10.48% May 9, 2006 - Aug 11, 2006	-4.63% Jun 5, 2018 - Jul 20, 2018
#12	-10.27% Aug 18, 2005 - Jan 6, 2006	-3.81% Jun 29, 2021 - Aug 2, 2021
#13	-7.54% Oct 31, 2007 - Dec 6, 2007	-3.35% Feb 7, 2019 - Mar 21, 2019
#14	-6.88% Aug 13, 2021 - Jan 3, 2022	-3.13% Mar 8, 2022 - Mar 24, 2022
#15	-6.83% Jan 22, 2014 - Feb 28, 2014	-3.10% Jan 20, 2022 - Jan 31, 2022

Correlation

Correlation between BOE and KSA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2005 - 2026)

BOE vs KSA dividend yield comparison.

Year	BOE	KSA
2026	3.53%	0.00%
2025	8.47%	2.95%
2024	7.20%	3.44%
2023	7.62%	2.44%
2022	7.91%	1.93%
2021	6.21%	1.58%
2020	6.93%	1.76%
2019	6.88%	2.15%
2018	9.03%	2.51%
2017	18.90%	2.30%
2016	9.08%	3.05%
2015	9.12%	0.04%
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%