BOE vs SPY
Comparison between BlackRock Enhanced Global Dividend Trust (BOE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BOE, delivering a return of +13.3% compared to +6.6%
BOE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BOE vs SPY - Historical Returns
Returns include dividend reinvestment.
BOE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BOE | SPY |
|---|---|---|
| 2026 | +2.91% | +8.26% |
| 2025 | +17.97% | +18.00% |
| 2024 | +17.13% | +25.59% |
| 2023 | +11.38% | +26.72% |
| 2022 | -16.90% | -18.64% |
| 2021 | +20.59% | +30.52% |
| 2020 | +6.80% | +17.28% |
| 2019 | +23.58% | +31.09% |
| 2018 | -20.76% | -5.24% |
| 2017 | +27.78% | +20.78% |
| 2016 | +0.14% | +13.59% |
| 2015 | +5.73% | +1.31% |
| 2014 | -4.48% | +14.56% |
| 2013 | +21.27% | +29.00% |
| 2012 | +10.24% | +14.17% |
| 2011 | -19.47% | +0.85% |
| 2010 | +8.08% | +13.14% |
| 2009 | +29.61% | +22.67% |
| 2008 | -36.80% | -36.25% |
| 2007 | +11.31% | +5.32% |
| 2006 | +36.12% | +13.85% |
| 2005 | -5.45% | +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% |
BOE vs SPY Drawdown Comparison
The maximum drawdown for BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1481 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BOE drawdown is -2.98%. The current SPY drawdown is -2.90%.
| Rank | BOE | SPY |
|---|---|---|
| #1 | -59.26% Dec 31, 2007 - Nov 15, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -36.58% Jan 22, 2020 - Nov 25, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.13% Jan 12, 2022 - May 10, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.50% Jan 12, 2018 - Jan 22, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.87% Jun 15, 2007 - Oct 4, 2007 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.45% Jun 18, 2015 - Feb 3, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -15.03% May 30, 2014 - May 20, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.54% Feb 18, 2025 - May 16, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.02% Jan 3, 2007 - Apr 24, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.51% Feb 25, 2026 - May 11, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.48% May 9, 2006 - Aug 11, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.27% Aug 18, 2005 - Jan 6, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.54% Oct 31, 2007 - Dec 6, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.88% Aug 13, 2021 - Jan 3, 2022 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.83% Jan 22, 2014 - Feb 28, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BOE and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
BOE vs SPY dividend yield comparison.
| Year | BOE | SPY |
|---|---|---|
| 2026 | 3.53% | 0.24% |
| 2025 | 8.47% | 1.07% |
| 2024 | 7.20% | 1.21% |
| 2023 | 7.62% | 1.40% |
| 2022 | 7.91% | 1.65% |
| 2021 | 6.21% | 1.20% |
| 2020 | 6.93% | 1.52% |
| 2019 | 6.88% | 1.75% |
| 2018 | 9.03% | 2.04% |
| 2017 | 18.90% | 1.80% |
| 2016 | 9.08% | 2.03% |
| 2015 | 9.12% | 2.06% |
| 2014 | 8.65% | 1.87% |
| 2013 | 8.33% | 1.81% |
| 2012 | 12.88% | 2.18% |
| 2011 | 17.22% | 2.05% |
| 2010 | 12.40% | 1.80% |
| 2009 | 12.04% | 1.95% |
| 2008 | 14.09% | 3.02% |
| 2007 | 10.44% | 1.85% |
| 2006 | 6.86% | 1.73% |
| 2005 | 5.04% | 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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