BRTR vs BOE
Comparison between BlackRock Total Return ETF (BRTR, ETF) and BlackRock Enhanced Global Dividend Trust (BOE, ETF).
BRTR vs BOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BRTR
$726M
Winner
BOE
$728M
Expense Ratio
BRTR
0.38%
BOE
N/A
Max Drawdown
Winner
BRTR
7.15%
BOE
76.22%
Sharpe Ratio
BRTR
0.10
Winner
BOE
0.88
5Y Beta
Winner
BRTR
0.05
BOE
0.68
5Y Dividends CAGR
BRTR
N/A
BOE
7.30%
BRTR vs BOE - Historical Returns
Returns include dividend reinvestment.
1M
BRTR
-0.55%
Winner
BOE
+1.96%
3M
BRTR
-0.55%
Winner
BOE
+4.55%
6M
BRTR
-0.21%
Winner
BOE
+5.54%
1Y
BRTR
+3.90%
Winner
BOE
+14.51%
5Y(CAGR)
BRTR
N/A
BOE
+7.08%
10Y(CAGR)
BRTR
N/A
BOE
+9.03%
Max(CAGR)
BRTR
+3.72%
Winner
BOE
+6.27%
BRTR vs BOE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | BRTR | BOE |
|---|---|---|
| 2026 | +0.03% | +6.46% |
| 2025 | +8.01% | +17.97% |
| 2024 | +1.78% | +17.13% |
| 2023 | +0.43% | +11.38% |
| 2022 | N/A | -16.90% |
| 2021 | N/A | +20.59% |
| 2020 | N/A | +6.80% |
| 2019 | N/A | +23.58% |
| 2018 | N/A | -20.76% |
| 2017 | N/A | +27.78% |
| 2016 | N/A | +0.14% |
| 2015 | N/A | +5.73% |
| 2014 | N/A | -4.48% |
| 2013 | N/A | +21.27% |
| 2012 | N/A | +10.24% |
| 2011 | N/A | -19.47% |
| 2010 | N/A | +8.08% |
| 2009 | N/A | +29.61% |
| 2008 | N/A | -36.80% |
| 2007 | N/A | +11.31% |
| 2006 | N/A | +36.12% |
| 2005 | N/A | -5.45% |
BRTR vs BOE Drawdown Comparison
The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.
The maximum drawdown for BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1481 trading sessions.
The current BRTR drawdown is -2.09%. The current BOE drawdown is -1.94%.
| Rank | BRTR | BOE |
|---|---|---|
| #1 | -5.07% Sep 16, 2024 - Jun 26, 2025 | -59.26% Dec 31, 2007 - Nov 15, 2013 |
| #2 | -3.43% Feb 1, 2024 - Jun 13, 2024 | -36.58% Jan 22, 2020 - Nov 25, 2020 |
| #3 | -3.26% Feb 27, 2026 - Mar 27, 2026 | -26.13% Jan 12, 2022 - May 10, 2024 |
| #4 | -1.82% Dec 28, 2023 - Feb 1, 2024 | -24.50% Jan 12, 2018 - Jan 22, 2020 |
| #5 | -1.40% Jun 25, 2024 - Jul 8, 2024 | -20.87% Jun 15, 2007 - Oct 4, 2007 |
| #6 | -1.21% Jun 30, 2025 - Aug 1, 2025 | -20.45% Jun 18, 2015 - Feb 3, 2017 |
| #7 | -1.13% Aug 5, 2024 - Aug 14, 2024 | -15.03% May 30, 2014 - May 20, 2015 |
| #8 | -1.05% Oct 28, 2025 - Jan 9, 2026 | -14.54% Feb 18, 2025 - May 16, 2025 |
| #9 | -0.81% Sep 16, 2025 - Oct 14, 2025 | -12.02% Jan 3, 2007 - Apr 24, 2007 |
| #10 | -0.76% Jul 17, 2024 - Jul 30, 2024 | -11.51% Feb 25, 2026 - May 11, 2026 |
| #11 | -0.68% Jan 14, 2026 - Feb 5, 2026 | -10.48% May 9, 2006 - Aug 11, 2006 |
| #12 | -0.58% Aug 27, 2024 - Sep 4, 2024 | -10.27% Aug 18, 2005 - Jan 6, 2006 |
| #13 | -0.56% Aug 13, 2025 - Aug 26, 2025 | -7.54% Oct 31, 2007 - Dec 6, 2007 |
| #14 | -0.41% Aug 21, 2024 - Aug 27, 2024 | -6.88% Aug 13, 2021 - Jan 3, 2022 |
| #15 | -0.38% Aug 5, 2025 - Aug 13, 2025 | -6.83% Jan 22, 2014 - Feb 28, 2014 |
Correlation
Correlation between BRTR and BOE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
BRTR vs BOE dividend yield comparison.
| Year | BRTR | BOE |
|---|---|---|
| 2026 | 2.23% | 4.84% |
| 2025 | 4.86% | 8.47% |
| 2024 | 5.58% | 7.20% |
| 2023 | 0.22% | 7.62% |
| 2022 | 0.00% | 7.91% |
| 2021 | 0.00% | 6.21% |
| 2020 | 0.00% | 6.93% |
| 2019 | 0.00% | 6.88% |
| 2018 | 0.00% | 9.03% |
| 2017 | 0.00% | 18.90% |
| 2016 | 0.00% | 9.08% |
| 2015 | 0.00% | 9.12% |
| 2014 | 0.00% | 8.65% |
| 2013 | 0.00% | 8.33% |
| 2012 | 0.00% | 12.88% |
| 2011 | 0.00% | 17.22% |
| 2010 | 0.00% | 12.40% |
| 2009 | 0.00% | 12.04% |
| 2008 | 0.00% | 14.09% |
| 2007 | 0.00% | 10.44% |
| 2006 | 0.00% | 6.86% |
| 2005 | 0.00% | 5.04% |
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