KSA vs BOE

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

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

KSA vs BOE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

KSA

$722M

Winner

BOE

$723M

Expense Ratio

KSA

0.75%

BOE

N/A

Max Drawdown

Winner

KSA

41.80%

BOE

76.22%

Sharpe Ratio

KSA

-0.11

Winner

BOE

0.89

5Y Beta

Winner

KSA

0.48

BOE

0.68

5Y Dividends CAGR

Winner

KSA

15.35%

BOE

7.30%

KSA vs BOE - Historical Returns

Returns include dividend reinvestment.

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

KSA

-2.65%

Winner

BOE

+0.29%

KSA

+0.51%

Winner

BOE

+3.60%

KSA

+1.87%

Winner

BOE

+4.44%

KSA

+0.15%

Winner

BOE

+14.33%

5Y(CAGR)

KSA

+1.52%

Winner

BOE

+6.59%

10Y(CAGR)

KSA

+7.24%

Winner

BOE

+8.59%

Max(CAGR)

KSA

+5.94%

Winner

BOE

+6.14%

KSA vs BOE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

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

KSA vs BOE Drawdown Comparison

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

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

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

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

Correlation

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

0.83

-101

Dividend Comparison (2005 - 2026)

KSA vs BOE dividend yield comparison.

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