FDRR vs BOE

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

5-Year PerformanceFDRR has outperformed BOE, delivering a return of +13.0% compared to +8.0%

FDRR vs BOE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDRR(ETF)	BOE(ETF)
Net Assets	$737M	$735M
Expense Ratio	0.15%	N/A
Max Drawdown	37.57%	76.22%
Sharpe Ratio	1.73	1.13
5Y Beta	0.85	0.67
P/E Ratio	22.35	N/A
Forward P/E	18.57	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	10.09%	7.30%
5Y EPS CAGR	22.10%	N/A
Debt to Equity	-203.71%	N/A
P/S Ratio	2.72	N/A
P/B Ratio	4.18	N/A

Net Assets

Winner

FDRR

$737M

BOE

$735M

Expense Ratio

FDRR

0.15%

BOE

N/A

Max Drawdown

Winner

FDRR

37.57%

BOE

76.22%

Sharpe Ratio

Winner

FDRR

1.73

BOE

1.13

5Y Beta

FDRR

0.85

Winner

BOE

0.67

P/E Ratio

FDRR

22.35

BOE

N/A

Forward P/E

FDRR

18.57

BOE

N/A

PEG Ratio

FDRR

0.36

BOE

N/A

5Y Dividends CAGR

Winner

FDRR

10.09%

BOE

7.30%

5Y EPS CAGR

FDRR

22.10%

BOE

N/A

Debt to Equity

FDRR

-203.71%

BOE

N/A

P/S Ratio

FDRR

2.72

BOE

N/A

P/B Ratio

FDRR

4.18

BOE

N/A

FDRR vs BOE - Historical Returns

Returns include dividend reinvestment.

Period	FDRR	BOE
1 month	+3.94%	+4.37%
3 months	+7.43%	+6.69%
6 months	+12.31%	+7.75%
1 year	+26.19%	+18.75%
5 years(CAGR)	+12.98%	+7.95%
10 years(CAGR)	+13.89%	+9.20%
Max(CAGR)	+13.89%	+6.46%

FDRR

+3.94%

Winner

BOE

+4.37%

Winner

FDRR

+7.43%

BOE

+6.69%

Winner

FDRR

+12.31%

BOE

+7.75%

Winner

FDRR

+26.19%

BOE

+18.75%

5Y(CAGR)

Winner

FDRR

+12.98%

BOE

+7.95%

10Y(CAGR)

Winner

FDRR

+13.89%

BOE

+9.20%

Max(CAGR)

Winner

FDRR

+13.89%

BOE

+6.46%

FDRR vs BOE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FDRR	BOE
2026	+14.63%	+11.11%
2025	+21.77%	+17.97%
2024	+20.40%	+17.13%
2023	+13.56%	+11.38%
2022	-10.26%	-16.90%
2021	+27.82%	+20.59%
2020	+7.84%	+6.80%
2019	+26.46%	+23.58%
2018	-4.40%	-20.76%
2017	+18.34%	+27.78%
2016	+5.55%	+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%

FDRR vs BOE Drawdown Comparison

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

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

The current FDRR drawdown is -0.96%. The current BOE drawdown is -0.56%.

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

Correlation

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

0.99

-101

Dividend Comparison (2005 - 2026)

FDRR vs BOE dividend yield comparison.

Year	FDRR	BOE
2026	1.09%	5.34%
2025	2.21%	8.47%
2024	2.61%	7.20%
2023	2.93%	7.62%
2022	2.75%	7.91%
2021	2.09%	6.21%
2020	2.85%	6.93%
2019	2.89%	6.88%
2018	3.20%	9.03%
2017	2.89%	18.90%
2016	0.61%	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%