BBHY vs DSU

Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and BlackRock Debt Strategies Fund Inc (DSU, ETF).

5-Year PerformanceDSU has outperformed BBHY, delivering a return of +6.7% compared to +4.0%

BBHY vs DSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBHY(ETF)	DSU(ETF)
Net Assets	$607M	$609M
Expense Ratio	0.07%	N/A
Max Drawdown	25.29%	78.64%
Sharpe Ratio	0.79	-0.03
5Y Beta	0.24	0.31
5Y Dividends CAGR	7.81%	10.20%

Net Assets

BBHY

$607M

Winner

DSU

$609M

Expense Ratio

BBHY

0.07%

DSU

N/A

Max Drawdown

Winner

BBHY

25.29%

DSU

78.64%

Sharpe Ratio

Winner

BBHY

0.79

DSU

-0.03

5Y Beta

Winner

BBHY

0.24

DSU

0.31

5Y Dividends CAGR

BBHY

7.81%

Winner

DSU

10.20%

BBHY vs DSU - Historical Returns

Returns include dividend reinvestment.

Period	BBHY	DSU
1 month	+0.05%	-1.45%
3 months	+0.97%	+0.56%
6 months	+1.70%	-0.50%
1 year	+6.85%	+3.36%
5 years(CAGR)	+4.02%	+6.74%
10 years(CAGR)	+4.78%	+7.80%
Max(CAGR)	+4.78%	+6.56%

Winner

BBHY

+0.05%

DSU

-1.45%

Winner

BBHY

+0.97%

DSU

+0.56%

Winner

BBHY

+1.70%

DSU

-0.50%

Winner

BBHY

+6.85%

DSU

+3.36%

5Y(CAGR)

BBHY

+4.02%

Winner

DSU

+6.74%

10Y(CAGR)

BBHY

+4.78%

Winner

DSU

+7.80%

Max(CAGR)

BBHY

+4.78%

Winner

DSU

+6.56%

BBHY vs DSU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBHY	DSU
2026	+1.27%	-0.68%
2025	+8.28%	+5.03%
2024	+8.22%	+11.83%
2023	+11.85%	+29.30%
2022	-10.31%	-15.84%
2021	+4.19%	+20.28%
2020	+5.26%	+2.25%
2019	+14.72%	+21.10%
2018	-2.57%	-10.89%
2017	+6.56%	+10.10%
2016	+1.83%	+21.39%
2015	N/A	-1.18%
2014	N/A	+0.25%
2013	N/A	-0.31%
2012	N/A	+18.15%
2011	N/A	+10.38%
2010	N/A	+15.57%
2009	N/A	+49.57%
2008	N/A	-48.60%
2007	N/A	-15.32%
2006	N/A	+28.62%
2005	N/A	-0.81%
2004	N/A	+10.41%
2003	N/A	+36.60%
2002	N/A	-2.25%
2001	N/A	+14.21%
2000	N/A	-1.28%
1999	N/A	-5.08%

BBHY vs DSU Drawdown Comparison

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The current BBHY drawdown is -0.58%. The current DSU drawdown is -2.92%.

Rank	BBHY	DSU
#1	-24.98% Feb 20, 2020 - Aug 4, 2020	-71.89% Feb 1, 2007 - Jul 3, 2012
#2	-15.32% Dec 27, 2021 - Dec 21, 2023	-45.38% Feb 19, 2020 - Jan 15, 2021
#3	-5.00% Feb 28, 2025 - May 12, 2025	-30.49% May 16, 2002 - Mar 31, 2003
#4	-4.79% Oct 2, 2018 - Jan 18, 2019	-24.22% Dec 28, 2021 - Nov 24, 2023
#5	-2.75% Jan 25, 2018 - Oct 1, 2018	-20.52% Aug 16, 2000 - Jan 18, 2001
#6	-2.56% Sep 2, 2020 - Oct 9, 2020	-19.43% Jan 31, 2001 - Jan 7, 2002
#7	-2.50% Oct 25, 2016 - Dec 23, 2016	-18.01% Jan 21, 2004 - Oct 5, 2004
#8	-2.37% Feb 20, 2026 - Apr 9, 2026	-16.34% May 8, 2013 - Jul 22, 2016
#9	-2.33% Feb 12, 2021 - May 5, 2021	-14.59% Feb 14, 2025 - May 29, 2025
#10	-2.27% Sep 15, 2021 - Dec 23, 2021	-14.04% Dec 28, 2004 - Jul 14, 2005
#11	-2.16% Mar 27, 2024 - May 6, 2024	-13.43% Aug 24, 2018 - Apr 12, 2019
#12	-2.00% Mar 1, 2017 - Apr 10, 2017	-12.41% Jul 11, 2003 - Oct 8, 2003
#13	-1.71% Oct 24, 2017 - Jan 3, 2018	-10.74% Oct 4, 2012 - Jan 11, 2013
#14	-1.69% Dec 6, 2024 - Jan 21, 2025	-10.58% Sep 12, 2005 - Jan 12, 2006
#15	-1.58% Oct 12, 2020 - Nov 4, 2020	-10.00% Nov 5, 1999 - Jul 27, 2000

Correlation

Correlation between BBHY and DSU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

BBHY vs DSU dividend yield comparison.

Year	BBHY	DSU
2026	2.94%	5.12%
2025	7.24%	11.63%
2024	7.18%	11.01%
2023	6.49%	9.70%
2022	5.92%	7.56%
2021	4.06%	6.21%
2020	4.73%	7.96%
2019	4.99%	7.43%
2018	5.02%	8.41%
2017	4.81%	6.98%
2016	1.42%	6.60%
2015	0.00%	8.07%
2014	0.00%	7.96%
2013	0.00%	8.47%
2012	0.00%	7.77%
2011	0.00%	8.35%
2010	0.00%	9.08%
2009	0.00%	11.56%
2008	0.00%	24.45%
2007	0.00%	11.73%
2006	0.00%	8.86%
2005	0.00%	10.30%
2004	0.00%	9.46%
2003	0.00%	11.24%
2002	0.00%	14.34%
2001	0.00%	14.43%
2000	0.00%	7.55%