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BOE vs LEMB

Comparison between BlackRock Enhanced Global Dividend Trust (BOE, ETF) and ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF (LEMB, ETF).

5-Year PerformanceBOE has outperformed LEMB, delivering a return of +6.6% compared to +0.4%

BOE vs LEMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BOE
$723M
Winner
LEMB
$727M
Expense Ratio
BOE
N/A
LEMB
0.30%
Max Drawdown
BOE
76.22%
Winner
LEMB
41.45%
Sharpe Ratio
Winner
BOE
0.89
LEMB
0.70
5Y Beta
BOE
0.68
Winner
LEMB
0.15
5Y Dividends CAGR
Winner
BOE
7.30%
LEMB
-12.03%

BOE vs LEMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BOE
+0.29%
LEMB
+0.02%
3M
Winner
BOE
+3.60%
LEMB
-0.05%
6M
Winner
BOE
+4.44%
LEMB
+1.63%
1Y
Winner
BOE
+14.33%
LEMB
+8.35%
5Y(CAGR)
Winner
BOE
+6.59%
LEMB
+0.42%
10Y(CAGR)
Winner
BOE
+8.59%
LEMB
+1.24%
Max(CAGR)
Winner
BOE
+6.14%
LEMB
+0.38%

BOE vs LEMB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearBOELEMB
2026+2.91%+0.24%
2025+17.97%+17.92%
2024+17.13%-1.21%
2023+11.38%+7.40%
2022-16.90%-10.56%
2021+20.59%-10.11%
2020+6.80%+2.84%
2019+23.58%+6.12%
2018-20.76%-8.37%
2017+27.78%+13.07%
2016+0.14%+7.66%
2015+5.73%-11.28%
2014-4.48%-2.17%
2013+21.27%-6.86%
2012+10.24%+10.99%
2011-19.47%-2.15%
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 LEMB Drawdown Comparison

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

The maximum drawdown for LEMB was -30.82%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BOE drawdown is -2.98%. The current LEMB drawdown is -5.67%.

RankBOELEMB
#1-59.26%
Dec 31, 2007 - Nov 15, 2013
-30.82%
May 8, 2013 - Oct 20, 2022
#2-36.58%
Jan 22, 2020 - Nov 25, 2020
-7.80%
Mar 22, 2012 - Aug 3, 2012
#3-26.13%
Jan 12, 2022 - May 10, 2024
-5.18%
Oct 28, 2011 - Jan 24, 2012
#4-24.50%
Jan 12, 2018 - Jan 22, 2020
-2.40%
Oct 20, 2011 - Oct 28, 2011
#5-20.87%
Jun 15, 2007 - Oct 4, 2007
-2.18%
Feb 9, 2012 - Mar 22, 2012
#6-20.45%
Jun 18, 2015 - Feb 3, 2017
-1.88%
Aug 3, 2012 - Sep 7, 2012
#7-15.03%
May 30, 2014 - May 20, 2015
-1.79%
Feb 19, 2013 - Apr 24, 2013
#8-14.54%
Feb 18, 2025 - May 16, 2025
-1.25%
Oct 17, 2012 - Nov 29, 2012
#9-12.02%
Jan 3, 2007 - Apr 24, 2007
-1.15%
Jan 17, 2013 - Feb 5, 2013
#10-11.51%
Feb 25, 2026 - May 11, 2026
-1.07%
Oct 4, 2012 - Oct 16, 2012
#11-10.48%
May 9, 2006 - Aug 11, 2006
-1.06%
Sep 14, 2012 - Oct 4, 2012
#12-10.27%
Aug 18, 2005 - Jan 6, 2006
-0.65%
Jan 2, 2013 - Jan 10, 2013
#13-7.54%
Oct 31, 2007 - Dec 6, 2007
-0.58%
Nov 29, 2012 - Dec 4, 2012
#14-6.88%
Aug 13, 2021 - Jan 3, 2022
-0.56%
Sep 7, 2012 - Sep 13, 2012
#15-6.83%
Jan 22, 2014 - Feb 28, 2014
-0.46%
Dec 20, 2012 - Dec 27, 2012

Correlation

Correlation between BOE and LEMB is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.13
-101

Dividend Comparison (2005 - 2026)

BOE vs LEMB dividend yield comparison.

YearBOELEMB
20263.53%0.00%
20258.47%2.44%
20247.20%0.00%
20237.62%1.34%
20227.91%0.86%
20216.21%3.89%
20206.93%0.00%
20196.88%4.39%
20189.03%3.46%
201718.90%0.00%
20169.08%0.00%
20159.12%0.64%
20148.65%2.85%
20138.33%2.99%
201212.88%3.44%
201117.22%0.78%
201012.40%0.00%
200912.04%0.00%
200814.09%0.00%
200710.44%0.00%
20066.86%0.00%
20055.04%0.00%

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