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REM vs BGY

Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and BlackRock Enhanced International Dividend Trust (BGY, ETF).

5-Year PerformanceBGY has outperformed REM, delivering a return of +5.0% compared to -2.3%

REM vs BGY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
REM
$580M
BGY
$574M
Expense Ratio
REM
0.48%
BGY
N/A
Max Drawdown
REM
92.91%
Winner
BGY
80.86%
Sharpe Ratio
Winner
REM
0.55
BGY
0.31
5Y Beta
REM
0.69
Winner
BGY
0.58
P/E Ratio
REM
14.31
BGY
N/A
Forward P/E
REM
7.41
BGY
N/A
PEG Ratio
REM
0.07
BGY
N/A
5Y Dividends CAGR
REM
-3.20%
Winner
BGY
6.43%
5Y EPS CAGR
REM
-22.10%
BGY
N/A
Debt to Equity
REM
57.88%
BGY
N/A
P/S Ratio
REM
4.51
BGY
N/A
P/B Ratio
REM
0.86
BGY
N/A

REM vs BGY - Historical Returns

Returns include dividend reinvestment.

1M
REM
-4.83%
Winner
BGY
-0.47%
3M
REM
-3.01%
Winner
BGY
-0.70%
6M
REM
-1.43%
Winner
BGY
+1.45%
1Y
Winner
REM
+11.79%
BGY
+6.59%
5Y(CAGR)
REM
-2.26%
Winner
BGY
+5.03%
10Y(CAGR)
REM
+2.61%
Winner
BGY
+7.31%
Max(CAGR)
REM
-1.32%
Winner
BGY
+3.40%

REM vs BGY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearREMBGY
2026-3.20%-0.48%
2025+12.79%+20.70%
2024-0.45%+9.08%
2023+12.51%+12.19%
2022-28.84%-14.82%
2021+19.82%+15.55%
2020-20.73%+7.61%
2019+20.48%+26.35%
2018-2.01%-18.23%
2017+16.54%+28.36%
2016+21.07%-0.73%
2015-10.85%+1.22%
2014+15.97%-8.93%
2013-5.63%+17.93%
2012+20.36%+11.15%
2011-9.86%-20.35%
2010+15.98%+1.55%
2009+13.09%+55.35%
2008-42.43%-39.38%
2007-36.35%-11.49%

REM vs BGY Drawdown Comparison

The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.

The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The current REM drawdown is -23.58%. The current BGY drawdown is -6.94%.

RankREMBGY
#1-74.76%
Jun 4, 2007 - Nov 20, 2008
-64.31%
May 30, 2007 - Dec 24, 2013
#2-3.84%
May 9, 2007 - May 31, 2007
-34.09%
Feb 10, 2020 - Nov 11, 2020
#3-0.38%
May 4, 2007 - May 9, 2007
-28.45%
Jun 15, 2021 - Mar 8, 2024
#4N/A-25.58%
Jul 3, 2014 - Jul 14, 2017
#5N/A-23.66%
Jan 22, 2018 - Jan 16, 2020
#6N/A-15.46%
Feb 25, 2026 - Mar 27, 2026
#7N/A-15.00%
Mar 18, 2025 - May 15, 2025
#8N/A-9.13%
Nov 25, 2024 - Mar 3, 2025
#9N/A-7.19%
Jan 21, 2014 - Feb 28, 2014
#10N/A-6.63%
Mar 28, 2024 - May 15, 2024
#11N/A-6.17%
Jul 16, 2024 - Aug 16, 2024
#12N/A-5.82%
Sep 30, 2024 - Nov 25, 2024
#13N/A-5.38%
Oct 8, 2025 - Dec 10, 2025
#14N/A-4.78%
Jul 25, 2017 - Sep 8, 2017
#15N/A-4.21%
May 22, 2025 - Jul 24, 2025

Correlation

Correlation between REM and BGY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2007 - 2026)

REM vs BGY dividend yield comparison.

YearREMBGY
20260.75%3.77%
20258.70%8.69%
20249.61%7.80%
20239.46%7.70%
202211.13%8.08%
20217.29%6.46%
20207.72%6.91%
20198.16%6.89%
20189.99%8.90%
20179.97%6.99%
201610.03%9.47%
201511.99%9.42%
201414.53%9.86%
201316.12%8.26%
201212.60%10.55%
201112.20%18.99%
20109.10%14.50%
20098.14%15.75%
200822.08%25.19%
20078.95%5.41%

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