VLU vs BOE
Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF) and BlackRock Enhanced Global Dividend Trust (BOE, ETF).
5-Year PerformanceVLU has outperformed BOE, delivering a return of +12.9% compared to +7.1%
VLU vs BOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VLU vs BOE - Historical Returns
Returns include dividend reinvestment.
VLU vs BOE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | VLU | BOE |
|---|---|---|
| 2026 | +14.93% | +6.46% |
| 2025 | +16.93% | +17.97% |
| 2024 | +17.18% | +17.13% |
| 2023 | +17.26% | +11.38% |
| 2022 | -9.01% | -16.90% |
| 2021 | +32.52% | +20.59% |
| 2020 | +9.22% | +6.80% |
| 2019 | +25.72% | +23.58% |
| 2018 | -7.87% | -20.76% |
| 2017 | +16.99% | +27.78% |
| 2016 | +18.60% | +0.14% |
| 2015 | -0.88% | +5.73% |
| 2014 | +14.49% | -4.48% |
| 2013 | +34.60% | +21.27% |
| 2012 | +2.14% | +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% |
VLU vs BOE Drawdown Comparison
The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The maximum drawdown for BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1481 trading sessions.
The current VLU drawdown is -0.26%. The current BOE drawdown is -1.94%.
| Rank | VLU | BOE |
|---|---|---|
| #1 | -37.36% Feb 12, 2020 - Nov 16, 2020 | -59.26% Dec 31, 2007 - Nov 15, 2013 |
| #2 | -20.21% Sep 24, 2018 - Oct 25, 2019 | -36.58% Jan 22, 2020 - Nov 25, 2020 |
| #3 | -19.56% Jan 11, 2022 - Jul 28, 2023 | -26.13% Jan 12, 2022 - May 10, 2024 |
| #4 | -16.23% Feb 19, 2025 - Jul 1, 2025 | -24.50% Jan 12, 2018 - Jan 22, 2020 |
| #5 | -15.95% May 19, 2015 - Jul 25, 2016 | -20.87% Jun 15, 2007 - Oct 4, 2007 |
| #6 | -10.57% Jan 26, 2018 - Aug 21, 2018 | -20.45% Jun 18, 2015 - Feb 3, 2017 |
| #7 | -10.55% Jul 31, 2023 - Dec 11, 2023 | -15.03% May 30, 2014 - May 20, 2015 |
| #8 | -7.43% Sep 4, 2014 - Nov 5, 2014 | -14.54% Feb 18, 2025 - May 16, 2025 |
| #9 | -6.63% Jan 15, 2014 - Feb 24, 2014 | -12.02% Jan 3, 2007 - Apr 24, 2007 |
| #10 | -6.34% Feb 11, 2026 - Apr 14, 2026 | -11.51% Feb 25, 2026 - May 11, 2026 |
| #11 | -6.21% Nov 29, 2024 - Feb 19, 2025 | -10.48% May 9, 2006 - Aug 11, 2006 |
| #12 | -5.99% Jul 17, 2024 - Aug 23, 2024 | -10.27% Aug 18, 2005 - Jan 6, 2006 |
| #13 | -5.76% Nov 8, 2021 - Dec 27, 2021 | -7.54% Oct 31, 2007 - Dec 6, 2007 |
| #14 | -5.32% Oct 31, 2012 - Dec 11, 2012 | -6.88% Aug 13, 2021 - Jan 3, 2022 |
| #15 | -5.16% May 31, 2013 - Jul 9, 2013 | -6.83% Jan 22, 2014 - Feb 28, 2014 |
Correlation
Correlation between VLU and BOE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
VLU vs BOE dividend yield comparison.
| Year | VLU | BOE |
|---|---|---|
| 2026 | 0.80% | 4.84% |
| 2025 | 1.82% | 8.47% |
| 2024 | 2.00% | 7.20% |
| 2023 | 2.02% | 7.62% |
| 2022 | 2.16% | 7.91% |
| 2021 | 1.86% | 6.21% |
| 2020 | 1.98% | 6.93% |
| 2019 | 2.19% | 6.88% |
| 2018 | 2.57% | 9.03% |
| 2017 | 1.96% | 18.90% |
| 2016 | 2.14% | 9.08% |
| 2015 | 6.37% | 9.12% |
| 2014 | 5.42% | 8.65% |
| 2013 | 3.41% | 8.33% |
| 2012 | 0.55% | 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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